This website requires JavaScript. Please enable JavaScript and refresh the page.
Screener
Help?
Calculating and Downloading Data....
Loading...
Family Screener
Metric Screener
Family Categories
Loading...
Lists
Select a Family Category from the left to show Family lists
Metric
Minimum
Maximum
Submit
Results
Save
Open
Clear
Family Screens
Loading...
Metric Screens
Save Screener
Help?
Investors FastTrack
Tools
Charting
Overview
Technical Analysis
Classic Chart
Portfolio Comparison
Research
Portfolios
Spreadsheet
Scatter Plot
Excel Add-in
Create
Reports
Monitor
Dashboard
Heatmaps
Alerts
Data
Data
Timeseries
Data Exports
Investments
Funds
ETFs
Stocks
Markets
Indexes
Sectors
Crypto
Economic
Interest Rates
Currency
Search
My Account
Manage
Sharing
Export Token
API
Account
Subscription
Computers
Account
Log Out
Error
Need Help?
Screeners
Toggle Dropdown
Open
Preset
Loading...
{"statslist":[{"ticker":"AAPL","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.323%","ui":"11.501","upi":"-0.602","sharpe":"-0.214","sortino":"-0.478","downsidedeviation":"4.177%","treynor":"0.021","alpha":"-7.351%","ftalpha":"-479.2","corr":"60.820%","r_squared":"36.990%","beta":"1.047"},"describe":{"name":"Apple Inc","sharesout":"14697.93","marketcap":"3,759,436.517","price":"255.78","security_type":"Stock","price_previous":"261.73","high_52":"285.919","low_52":"171.682","yield":"0.407%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.407%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"6.387%","oneday":"-99.697%","fiveday":"-98.465%","onemonth":"-19.987%","threemonths":"-22.933%","sixmonths":"20.473%","ninemonths":"28.079%","one":"6.387%","three":"19.134%","five":"14.232%","ten":"28.322%","ytd":"-39.631%","inception":"20.141%"},"total":{"period":"6.355%","oneday":"-2.273%","fiveday":"-7.945%","onemonth":"-1.926%","threemonths":"-6.202%","sixmonths":"9.831%","ninemonths":"20.491%","one":"6.355%","three":"68.647%","five":"93.974%","ten":"1101.691%","ytd":"-5.826%","inception":"95340.300%"},"years":[{"year":"1989","returns":"-11.470%"},{"year":"1990","returns":"23.482%"},{"year":"1991","returns":"32.131%"},{"year":"1992","returns":"6.948%"},{"year":"1993","returns":"-50.348%"},{"year":"1994","returns":"35.047%"},{"year":"1995","returns":"-17.301%"},{"year":"1996","returns":"-34.728%"},{"year":"1997","returns":"-37.179%"},{"year":"1998","returns":"213.265%"},{"year":"1999","returns":"150.814%"},{"year":"2000","returns":"-71.039%"},{"year":"2001","returns":"47.085%"},{"year":"2002","returns":"-34.451%"},{"year":"2003","returns":"48.837%"},{"year":"2004","returns":"201.562%"},{"year":"2005","returns":"123.213%"},{"year":"2006","returns":"18.013%"},{"year":"2007","returns":"133.478%"},{"year":"2008","returns":"-56.917%"},{"year":"2009","returns":"146.930%"},{"year":"2010","returns":"53.073%"},{"year":"2011","returns":"25.556%"},{"year":"2012","returns":"32.583%"},{"year":"2013","returns":"8.061%"},{"year":"2014","returns":"40.619%"},{"year":"2015","returns":"-3.019%"},{"year":"2016","returns":"12.480%"},{"year":"2017","returns":"48.476%"},{"year":"2018","returns":"-5.392%"},{"year":"2019","returns":"88.967%"},{"year":"2020","returns":"82.310%"},{"year":"2021","returns":"34.648%"},{"year":"2022","returns":"-26.404%"},{"year":"2023","returns":"49.004%"},{"year":"2024","returns":"30.705%"},{"year":"2025","returns":"9.045%"},{"year":"2026","returns":"-5.826%"}]},"aux":1,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Technology Hardware, Storage & Peripherals","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"AMGN","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"8.392%","ui":"9.274","upi":"1.735","sharpe":"0.553","sortino":"0.915","downsidedeviation":"5.077%","treynor":"-0.563","alpha":"29.290%","ftalpha":"994.0","corr":"-28.891%","r_squared":"8.347%","beta":"-0.448"},"describe":{"name":"Amgen","sharesout":"538.4807","marketcap":"198,801.691","price":"369.19","security_type":"Stock","price_previous":"363.717","high_52":"381.715","low_52":"254.376","yield":"3.261%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.261%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"29.394%","oneday":"4226.915%","fiveday":"-81.421%","onemonth":"378.019%","threemonths":"55.197%","sixmonths":"69.490%","ninemonths":"57.431%","one":"29.394%","three":"18.962%","five":"12.789%","ten":"13.164%","ytd":"191.419%","inception":"19.794%"},"total":{"period":"29.229%","oneday":"1.505%","fiveday":"-3.281%","onemonth":"14.619%","threemonths":"11.408%","sixmonths":"30.427%","ninemonths":"40.751%","one":"29.229%","three":"67.920%","five":"82.070%","ten":"243.161%","ytd":"13.565%","inception":"85558.940%"},"years":[{"year":"1989","returns":"45.188%"},{"year":"1990","returns":"154.035%"},{"year":"1991","returns":"265.060%"},{"year":"1992","returns":"-6.774%"},{"year":"1993","returns":"-29.917%"},{"year":"1994","returns":"19.215%"},{"year":"1995","returns":"101.277%"},{"year":"1996","returns":"-8.424%"},{"year":"1997","returns":"-0.476%"},{"year":"1998","returns":"93.204%"},{"year":"1999","returns":"129.757%"},{"year":"2000","returns":"6.460%"},{"year":"2001","returns":"-11.729%"},{"year":"2002","returns":"-14.353%"},{"year":"2003","returns":"27.825%"},{"year":"2004","returns":"3.819%"},{"year":"2005","returns":"22.931%"},{"year":"2006","returns":"-13.379%"},{"year":"2007","returns":"-32.015%"},{"year":"2008","returns":"24.354%"},{"year":"2009","returns":"-2.043%"},{"year":"2010","returns":"-2.952%"},{"year":"2011","returns":"18.178%"},{"year":"2012","returns":"36.231%"},{"year":"2013","returns":"34.805%"},{"year":"2014","returns":"42.316%"},{"year":"2015","returns":"3.971%"},{"year":"2016","returns":"-7.548%"},{"year":"2017","returns":"22.249%"},{"year":"2018","returns":"15.171%"},{"year":"2019","returns":"27.621%"},{"year":"2020","returns":"-2.000%"},{"year":"2021","returns":"0.875%"},{"year":"2022","returns":"20.428%"},{"year":"2023","returns":"13.473%"},{"year":"2024","returns":"-6.760%"},{"year":"2025","returns":"29.655%"},{"year":"2026","returns":"13.565%"}]},"aux":2,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Biotechnology","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"AMZN","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"10.204%","ui":"10.619","upi":"-2.550","sharpe":"-0.766","sortino":"-1.690","downsidedeviation":"4.626%","treynor":"-0.117","alpha":"-32.001%","ftalpha":"-1,018.1","corr":"81.691%","r_squared":"66.735%","beta":"1.540"},"describe":{"name":"Amazon com","sharesout":"10690.22","marketcap":"2,125,108.762","price":"198.79","security_type":"Stock","price_previous":"199.6","high_52":"254","low_52":"167.32","yield":"0.000%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.000%","startdate":{"marketdate":"2201","juliandate":"35565","strdate":"05-15-1997"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-13.772%","oneday":"-64.148%","fiveday":"-94.183%","onemonth":"-89.808%","threemonths":"-51.579%","sixmonths":"-21.503%","ninemonths":"-7.824%","one":"-13.772%","three":"26.076%","five":"3.954%","ten":"22.942%","ytd":"-71.524%","inception":"30.469%"},"total":{"period":"-13.708%","oneday":"-0.406%","fiveday":"-5.482%","onemonth":"-18.059%","threemonths":"-16.327%","sixmonths":"-11.476%","ninemonths":"-5.952%","one":"-13.708%","three":"99.709%","five":"21.298%","ten":"684.058%","ytd":"-13.877%","inception":"204838.100%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"158.763%"},{"year":"1998","returns":"966.534%"},{"year":"1999","returns":"42.174%"},{"year":"2000","returns":"-79.559%"},{"year":"2001","returns":"-30.463%"},{"year":"2002","returns":"74.492%"},{"year":"2003","returns":"178.708%"},{"year":"2004","returns":"-15.811%"},{"year":"2005","returns":"6.411%"},{"year":"2006","returns":"-16.292%"},{"year":"2007","returns":"134.769%"},{"year":"2008","returns":"-44.646%"},{"year":"2009","returns":"162.324%"},{"year":"2010","returns":"33.809%"},{"year":"2011","returns":"-3.833%"},{"year":"2012","returns":"44.922%"},{"year":"2013","returns":"58.965%"},{"year":"2014","returns":"-22.173%"},{"year":"2015","returns":"117.779%"},{"year":"2016","returns":"10.942%"},{"year":"2017","returns":"55.957%"},{"year":"2018","returns":"28.434%"},{"year":"2019","returns":"23.027%"},{"year":"2020","returns":"76.256%"},{"year":"2021","returns":"2.377%"},{"year":"2022","returns":"-49.615%"},{"year":"2023","returns":"80.881%"},{"year":"2024","returns":"44.393%"},{"year":"2025","returns":"5.210%"},{"year":"2026","returns":"-13.877%"}]},"aux":3,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Broadline Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"AXP","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.273%","ui":"8.150","upi":"-0.283","sharpe":"-0.072","sortino":"-0.179","downsidedeviation":"3.720%","treynor":"0.052","alpha":"-5.185%","ftalpha":"-264.8","corr":"76.833%","r_squared":"59.034%","beta":"1.316"},"describe":{"name":"American Express","sharesout":"688.8517","marketcap":"232,487.449","price":"337.5","security_type":"Stock","price_previous":"342.88","high_52":"384.045","low_52":"229.711","yield":"0.972%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.972%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.004%","oneday":"-98.149%","fiveday":"-95.657%","onemonth":"-49.141%","threemonths":"-26.416%","sixmonths":"21.955%","ninemonths":"16.871%","one":"11.004%","three":"24.641%","five":"22.675%","ten":"22.200%","ytd":"-52.925%","inception":"12.763%"},"total":{"period":"10.946%","oneday":"-1.569%","fiveday":"-6.028%","onemonth":"-5.726%","threemonths":"-7.262%","sixmonths":"10.509%","ninemonths":"12.460%","one":"10.946%","three":"92.999%","five":"176.651%","ten":"638.124%","ytd":"-8.571%","inception":"8823.850%"},"years":[{"year":"1989","returns":"34.389%"},{"year":"1990","returns":"-38.607%"},{"year":"1991","returns":"3.473%"},{"year":"1992","returns":"25.416%"},{"year":"1993","returns":"28.422%"},{"year":"1994","returns":"12.525%"},{"year":"1995","returns":"42.812%"},{"year":"1996","returns":"39.810%"},{"year":"1997","returns":"59.882%"},{"year":"1998","returns":"15.677%"},{"year":"1999","returns":"63.380%"},{"year":"2000","returns":"-0.368%"},{"year":"2001","returns":"-34.496%"},{"year":"2002","returns":"0.166%"},{"year":"2003","returns":"37.660%"},{"year":"2004","returns":"17.594%"},{"year":"2005","returns":"5.128%"},{"year":"2006","returns":"19.091%"},{"year":"2007","returns":"-13.389%"},{"year":"2008","returns":"-63.724%"},{"year":"2009","returns":"126.080%"},{"year":"2010","returns":"7.832%"},{"year":"2011","returns":"11.623%"},{"year":"2012","returns":"23.574%"},{"year":"2013","returns":"59.841%"},{"year":"2014","returns":"3.668%"},{"year":"2015","returns":"-24.219%"},{"year":"2016","returns":"8.571%"},{"year":"2017","returns":"36.204%"},{"year":"2018","returns":"-2.632%"},{"year":"2019","returns":"32.525%"},{"year":"2020","returns":"-1.151%"},{"year":"2021","returns":"36.887%"},{"year":"2022","returns":"-8.530%"},{"year":"2023","returns":"28.691%"},{"year":"2024","returns":"60.317%"},{"year":"2025","returns":"26.016%"},{"year":"2026","returns":"-8.571%"}]},"aux":4,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Finance","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"BA","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"10.904%","ui":"9.680","upi":"1.848","sharpe":"0.474","sortino":"1.018","downsidedeviation":"5.071%","treynor":"0.180","alpha":"13.334%","ftalpha":"430.2","corr":"74.441%","r_squared":"55.414%","beta":"1.499"},"describe":{"name":"Boeing","sharesout":"783.0713","marketcap":"190,255.008","price":"242.96","security_type":"Stock","price_previous":"239.35","high_52":"252.15","low_52":"136.59","yield":"0.000%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.000%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"31.195%","oneday":"4264.765%","fiveday":"-1.443%","onemonth":"-7.206%","threemonths":"146.807%","sixmonths":"8.327%","ninemonths":"26.595%","one":"31.195%","three":"4.075%","five":"2.875%","ten":"9.503%","ytd":"157.407%","inception":"10.029%"},"total":{"period":"31.018%","oneday":"1.508%","fiveday":"-0.029%","onemonth":"-0.650%","threemonths":"24.864%","sixmonths":"4.109%","ninemonths":"19.438%","one":"31.018%","three":"12.664%","five":"15.158%","ten":"147.215%","ytd":"11.901%","inception":"3464.554%"},"years":[{"year":"1989","returns":"50.393%"},{"year":"1990","returns":"16.936%"},{"year":"1991","returns":"7.417%"},{"year":"1992","returns":"-13.929%"},{"year":"1993","returns":"10.708%"},{"year":"1994","returns":"11.170%"},{"year":"1995","returns":"69.667%"},{"year":"1996","returns":"37.612%"},{"year":"1997","returns":"-7.098%"},{"year":"1998","returns":"-32.500%"},{"year":"1999","returns":"28.768%"},{"year":"2000","returns":"61.265%"},{"year":"2001","returns":"-40.434%"},{"year":"2002","returns":"-13.386%"},{"year":"2003","returns":"30.430%"},{"year":"2004","returns":"24.864%"},{"year":"2005","returns":"37.914%"},{"year":"2006","returns":"28.383%"},{"year":"2007","returns":"-0.107%"},{"year":"2008","returns":"-50.034%"},{"year":"2009","returns":"31.719%"},{"year":"2010","returns":"23.590%"},{"year":"2011","returns":"15.200%"},{"year":"2012","returns":"4.579%"},{"year":"2013","returns":"84.740%"},{"year":"2014","returns":"-2.528%"},{"year":"2015","returns":"14.050%"},{"year":"2016","returns":"11.319%"},{"year":"2017","returns":"94.771%"},{"year":"2018","returns":"11.531%"},{"year":"2019","returns":"3.327%"},{"year":"2020","returns":"-33.895%"},{"year":"2021","returns":"-5.952%"},{"year":"2022","returns":"-5.379%"},{"year":"2023","returns":"36.837%"},{"year":"2024","returns":"-32.095%"},{"year":"2025","returns":"22.667%"},{"year":"2026","returns":"11.901%"}]},"aux":5,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Aerospace & Defense","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"CAT","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.693%","ui":"5.718","upi":"19.152","sharpe":"3.261","sortino":"9.579","downsidedeviation":"3.300%","treynor":"0.906","alpha":"106.688%","ftalpha":"3,298.2","corr":"73.167%","r_squared":"53.534%","beta":"1.310"},"describe":{"name":"Caterpillar","sharesout":"467.9796","marketcap":"362,309.812","price":"774.2","security_type":"Stock","price_previous":"758.29","high_52":"775","low_52":"270.172","yield":"0.767%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.767%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"122.822%","oneday":"9999.990%","fiveday":"2425.543%","onemonth":"870.358%","threemonths":"295.376%","sixmonths":"250.835%","ninemonths":"187.552%","one":"122.822%","three":"48.811%","five":"33.961%","ten":"31.639%","ytd":"1183.931%","inception":"16.166%"},"total":{"period":"121.939%","oneday":"2.098%","fiveday":"6.610%","onemonth":"21.920%","threemonths":"40.197%","sixmonths":"88.123%","ninemonths":"121.572%","one":"121.939%","three":"227.596%","five":"328.789%","ten":"1449.919%","ytd":"35.469%","inception":"27026.840%"},"years":[{"year":"1989","returns":"-7.217%"},{"year":"1990","returns":"-16.869%"},{"year":"1991","returns":"-4.236%"},{"year":"1992","returns":"23.683%"},{"year":"1993","returns":"67.490%"},{"year":"1994","returns":"24.922%"},{"year":"1995","returns":"8.779%"},{"year":"1996","returns":"30.996%"},{"year":"1997","returns":"31.294%"},{"year":"1998","returns":"-3.056%"},{"year":"1999","returns":"4.686%"},{"year":"2000","returns":"4.157%"},{"year":"2001","returns":"13.734%"},{"year":"2002","returns":"-9.816%"},{"year":"2003","returns":"86.113%"},{"year":"2004","returns":"19.751%"},{"year":"2005","returns":"20.680%"},{"year":"2006","returns":"7.860%"},{"year":"2007","returns":"20.479%"},{"year":"2008","returns":"-36.816%"},{"year":"2009","returns":"33.149%"},{"year":"2010","returns":"68.604%"},{"year":"2011","returns":"-1.479%"},{"year":"2012","returns":"1.001%"},{"year":"2013","returns":"3.425%"},{"year":"2014","returns":"3.468%"},{"year":"2015","returns":"-22.992%"},{"year":"2016","returns":"42.170%"},{"year":"2017","returns":"75.002%"},{"year":"2018","returns":"-17.542%"},{"year":"2019","returns":"19.476%"},{"year":"2020","returns":"26.925%"},{"year":"2021","returns":"15.960%"},{"year":"2022","returns":"18.579%"},{"year":"2023","returns":"25.971%"},{"year":"2024","returns":"24.651%"},{"year":"2025","returns":"60.304%"},{"year":"2026","returns":"35.469%"}]},"aux":6,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Machinery","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"CRM","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.885%","ui":"23.069","upi":"-2.409","sharpe":"-1.623","sortino":"-1.950","downsidedeviation":"8.226%","treynor":"-0.331","alpha":"-59.229%","ftalpha":"-1,615.2","corr":"76.751%","r_squared":"58.907%","beta":"1.401"},"describe":{"name":"SalesForcecom","sharesout":"937","marketcap":"177,767.641","price":"189.72","security_type":"Stock","price_previous":"185.43","high_52":"327.694","low_52":"185","yield":"0.877%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.877%","startdate":{"marketdate":"3987","juliandate":"38161","strdate":"06-23-2004"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-42.262%","oneday":"9999.990%","fiveday":"-35.053%","onemonth":"-93.582%","threemonths":"-61.603%","sixmonths":"-35.312%","ninemonths":"-42.478%","one":"-42.262%","three":"3.950%","five":"-4.407%","ten":"12.437%","ytd":"-93.962%","inception":"19.241%"},"total":{"period":"-42.105%","oneday":"2.314%","fiveday":"-0.852%","onemonth":"-21.298%","threemonths":"-20.964%","sixmonths":"-19.693%","ninemonths":"-34.067%","one":"-42.105%","three":"12.259%","five":"-20.101%","ten":"221.805%","ytd":"-28.383%","inception":"4367.153%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"-1.483%"},{"year":"2005","returns":"89.173%"},{"year":"2006","returns":"13.733%"},{"year":"2007","returns":"71.984%"},{"year":"2008","returns":"-48.941%"},{"year":"2009","returns":"130.462%"},{"year":"2010","returns":"78.938%"},{"year":"2011","returns":"-23.136%"},{"year":"2012","returns":"65.678%"},{"year":"2013","returns":"31.329%"},{"year":"2014","returns":"7.463%"},{"year":"2015","returns":"32.189%"},{"year":"2016","returns":"-12.679%"},{"year":"2017","returns":"49.329%"},{"year":"2018","returns":"33.982%"},{"year":"2019","returns":"18.741%"},{"year":"2020","returns":"36.824%"},{"year":"2021","returns":"14.200%"},{"year":"2022","returns":"-47.826%"},{"year":"2023","returns":"98.462%"},{"year":"2024","returns":"27.776%"},{"year":"2025","returns":"-20.242%"},{"year":"2026","returns":"-28.383%"}]},"aux":7,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CSCO","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.934%","ui":"5.316","upi":"1.914","sharpe":"0.370","sortino":"1.234","downsidedeviation":"2.380%","treynor":"0.190","alpha":"10.026%","ftalpha":"462.8","corr":"69.364%","r_squared":"48.114%","beta":"1.016"},"describe":{"name":"Cisco Systems","sharesout":"3951.094","marketcap":"303,641.568","price":"76.85","security_type":"Stock","price_previous":"75","high_52":"86.78","low_52":"52.278","yield":"2.134%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.134%","startdate":{"marketdate":"370","juliandate":"32920","strdate":"02-16-1990"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.484%","oneday":"9999.990%","fiveday":"-99.311%","onemonth":"23.092%","threemonths":"-0.607%","sixmonths":"21.745%","ninemonths":"36.717%","one":"23.484%","three":"20.595%","five":"13.503%","ten":"15.361%","ytd":"2.586%","inception":"22.658%"},"total":{"period":"23.355%","oneday":"2.467%","fiveday":"-9.396%","onemonth":"1.829%","threemonths":"-0.149%","sixmonths":"10.413%","ninemonths":"26.562%","one":"23.355%","three":"74.898%","five":"87.888%","ten":"315.653%","ytd":"0.304%","inception":"153600.000%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"104.000%"},{"year":"1991","returns":"194.118%"},{"year":"1992","returns":"137.333%"},{"year":"1993","returns":"64.326%"},{"year":"1994","returns":"8.718%"},{"year":"1995","returns":"112.500%"},{"year":"1996","returns":"70.514%"},{"year":"1997","returns":"31.438%"},{"year":"1998","returns":"149.719%"},{"year":"1999","returns":"130.830%"},{"year":"2000","returns":"-28.585%"},{"year":"2001","returns":"-52.655%"},{"year":"2002","returns":"-27.662%"},{"year":"2003","returns":"84.955%"},{"year":"2004","returns":"-20.263%"},{"year":"2005","returns":"-11.385%"},{"year":"2006","returns":"59.640%"},{"year":"2007","returns":"-0.954%"},{"year":"2008","returns":"-39.787%"},{"year":"2009","returns":"46.871%"},{"year":"2010","returns":"-15.492%"},{"year":"2011","returns":"-9.636%"},{"year":"2012","returns":"10.781%"},{"year":"2013","returns":"16.722%"},{"year":"2014","returns":"27.933%"},{"year":"2015","returns":"0.624%"},{"year":"2016","returns":"15.171%"},{"year":"2017","returns":"31.274%"},{"year":"2018","returns":"16.566%"},{"year":"2019","returns":"13.820%"},{"year":"2020","returns":"-3.533%"},{"year":"2021","returns":"45.758%"},{"year":"2022","returns":"-22.458%"},{"year":"2023","returns":"9.304%"},{"year":"2024","returns":"20.988%"},{"year":"2025","returns":"33.521%"},{"year":"2026","returns":"0.304%"}]},"aux":8,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Communications Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"CVX","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.272%","ui":"9.571","upi":"1.063","sharpe":"0.404","sortino":"0.616","downsidedeviation":"4.771%","treynor":"0.291","alpha":"13.254%","ftalpha":"411.7","corr":"49.346%","r_squared":"24.350%","beta":"0.663"},"describe":{"name":"Chevron","sharesout":"1999.354","marketcap":"367,361.315","price":"183.74","security_type":"Stock","price_previous":"182.4","high_52":"185.82","low_52":"129.191","yield":"3.723%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"3.723%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.486%","oneday":"533.686%","fiveday":"121.895%","onemonth":"271.454%","threemonths":"105.833%","sixmonths":"44.910%","ninemonths":"46.916%","one":"23.486%","three":"6.844%","five":"19.781%","ten":"12.718%","ytd":"381.587%","inception":"11.952%"},"total":{"period":"23.357%","oneday":"0.735%","fiveday":"1.592%","onemonth":"12.125%","threemonths":"19.415%","sixmonths":"20.533%","ninemonths":"33.611%","one":"23.357%","three":"21.851%","five":"145.642%","ten":"229.910%","ytd":"20.556%","inception":"6712.755%"},"years":[{"year":"1989","returns":"55.712%"},{"year":"1990","returns":"11.761%"},{"year":"1991","returns":"-0.667%"},{"year":"1992","returns":"5.734%"},{"year":"1993","returns":"30.577%"},{"year":"1994","returns":"6.804%"},{"year":"1995","returns":"22.242%"},{"year":"1996","returns":"28.483%"},{"year":"1997","returns":"22.133%"},{"year":"1998","returns":"11.013%"},{"year":"1999","returns":"7.356%"},{"year":"2000","returns":"0.525%"},{"year":"2001","returns":"9.282%"},{"year":"2002","returns":"-23.115%"},{"year":"2003","returns":"35.407%"},{"year":"2004","returns":"25.568%"},{"year":"2005","returns":"11.508%"},{"year":"2006","returns":"33.756%"},{"year":"2007","returns":"30.560%"},{"year":"2008","returns":"-18.314%"},{"year":"2009","returns":"8.098%"},{"year":"2010","returns":"22.946%"},{"year":"2011","returns":"20.283%"},{"year":"2012","returns":"4.167%"},{"year":"2013","returns":"19.320%"},{"year":"2014","returns":"-6.983%"},{"year":"2015","returns":"-16.211%"},{"year":"2016","returns":"36.643%"},{"year":"2017","returns":"10.623%"},{"year":"2018","returns":"-9.778%"},{"year":"2019","returns":"15.278%"},{"year":"2020","returns":"-25.974%"},{"year":"2021","returns":"46.317%"},{"year":"2022","returns":"58.481%"},{"year":"2023","returns":"-13.623%"},{"year":"2024","returns":"1.238%"},{"year":"2025","returns":"10.122%"},{"year":"2026","returns":"20.556%"}]},"aux":9,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Oil, Gas & Consumable Fuels","sector":"Energy","security_type":"Stocks","xtype":null},{"ticker":"DIS","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.275%","ui":"10.850","upi":"-1.478","sharpe":"-0.499","sortino":"-0.971","downsidedeviation":"4.765%","treynor":"-0.047","alpha":"-20.201%","ftalpha":"-672.6","corr":"85.024%","r_squared":"72.291%","beta":"1.457"},"describe":{"name":"Walt Disney","sharesout":"1785.289","marketcap":"188,258.720","price":"105.45","security_type":"Stock","price_previous":"102.38","high_52":"123.174","low_52":"80.828","yield":"1.185%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.185%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-2.729%","oneday":"9999.990%","fiveday":"-78.377%","onemonth":"-54.654%","threemonths":"-5.347%","sixmonths":"-17.047%","ninemonths":"-5.642%","one":"-2.729%","three":"0.083%","five":"-10.516%","ten":"2.305%","ytd":"-47.194%","inception":"9.404%"},"total":{"period":"-2.716%","oneday":"2.999%","fiveday":"-2.990%","onemonth":"-6.665%","threemonths":"-1.342%","sixmonths":"-8.980%","ninemonths":"-4.280%","one":"-2.716%","three":"0.249%","five":"-42.490%","ten":"25.504%","ytd":"-7.313%","inception":"2780.360%"},"years":[{"year":"1989","returns":"71.207%"},{"year":"1990","returns":"-8.922%"},{"year":"1991","returns":"13.486%"},{"year":"1992","returns":"51.086%"},{"year":"1993","returns":"-0.295%"},{"year":"1994","returns":"8.672%"},{"year":"1995","returns":"29.027%"},{"year":"1996","returns":"19.105%"},{"year":"1997","returns":"42.889%"},{"year":"1998","returns":"-8.516%"},{"year":"1999","returns":"-1.684%"},{"year":"2000","returns":"-0.396%"},{"year":"2001","returns":"-27.711%"},{"year":"2002","returns":"-20.300%"},{"year":"2003","returns":"44.375%"},{"year":"2004","returns":"20.215%"},{"year":"2005","returns":"-12.848%"},{"year":"2006","returns":"44.259%"},{"year":"2007","returns":"-3.457%"},{"year":"2008","returns":"-28.632%"},{"year":"2009","returns":"43.724%"},{"year":"2010","returns":"17.576%"},{"year":"2011","returns":"1.682%"},{"year":"2012","returns":"32.773%"},{"year":"2013","returns":"55.340%"},{"year":"2014","returns":"24.830%"},{"year":"2015","returns":"12.921%"},{"year":"2016","returns":"0.650%"},{"year":"2017","returns":"4.774%"},{"year":"2018","returns":"3.615%"},{"year":"2019","returns":"33.514%"},{"year":"2020","returns":"25.272%"},{"year":"2021","returns":"-14.510%"},{"year":"2022","returns":"-43.909%"},{"year":"2023","returns":"4.261%"},{"year":"2024","returns":"24.444%"},{"year":"2025","returns":"3.300%"},{"year":"2026","returns":"-7.313%"}]},"aux":10,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Entertainment","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"GS","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"9.325%","ui":"9.594","upi":"3.048","sharpe":"0.905","sortino":"3.135","downsidedeviation":"2.693%","treynor":"0.238","alpha":"23.694%","ftalpha":"393.2","corr":"93.390%","r_squared":"87.216%","beta":"1.609"},"describe":{"name":"Goldman Sachs Group","sharesout":"299.9285","marketcap":"271,477.287","price":"905.14","security_type":"Stock","price_previous":"904.55","high_52":"975.86","low_52":"455.233","yield":"1.547%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.547%","startdate":{"marketdate":"2696","juliandate":"36284","strdate":"05-04-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"42.551%","oneday":"17.879%","fiveday":"-72.722%","onemonth":"-33.682%","threemonths":"63.954%","sixmonths":"50.367%","ninemonths":"74.663%","one":"42.551%","three":"37.885%","five":"27.305%","ten":"22.558%","ytd":"27.942%","inception":"11.538%"},"total":{"period":"42.301%","oneday":"0.065%","fiveday":"-2.542%","onemonth":"-3.519%","threemonths":"12.921%","sixmonths":"22.798%","ninemonths":"52.205%","one":"42.301%","three":"160.904%","five":"232.689%","ten":"659.932%","ytd":"2.974%","inception":"1747.451%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"34.376%"},{"year":"2000","returns":"14.111%"},{"year":"2001","returns":"-12.813%"},{"year":"2002","returns":"-26.118%"},{"year":"2003","returns":"46.298%"},{"year":"2004","returns":"6.493%"},{"year":"2005","returns":"23.886%"},{"year":"2006","returns":"57.414%"},{"year":"2007","returns":"8.591%"},{"year":"2008","returns":"-60.410%"},{"year":"2009","returns":"102.538%"},{"year":"2010","returns":"0.542%"},{"year":"2011","returns":"-45.595%"},{"year":"2012","returns":"42.768%"},{"year":"2013","returns":"40.782%"},{"year":"2014","returns":"10.784%"},{"year":"2015","returns":"-5.790%"},{"year":"2016","returns":"34.906%"},{"year":"2017","returns":"7.737%"},{"year":"2018","returns":"-33.521%"},{"year":"2019","returns":"40.464%"},{"year":"2020","returns":"17.478%"},{"year":"2021","returns":"47.590%"},{"year":"2022","returns":"-7.864%"},{"year":"2023","returns":"15.913%"},{"year":"2024","returns":"52.025%"},{"year":"2025","returns":"56.612%"},{"year":"2026","returns":"2.974%"}]},"aux":11,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Capital Markets","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"HD","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"6.768%","ui":"10.919","upi":"-1.476","sharpe":"-0.687","sortino":"-0.977","downsidedeviation":"4.760%","treynor":"-0.092","alpha":"-13.914%","ftalpha":"-689.0","corr":"60.699%","r_squared":"36.843%","beta":"0.759"},"describe":{"name":"Home Depot","sharesout":"995.5115","marketcap":"389,294.760","price":"391.05","security_type":"Stock","price_previous":"390.22","high_52":"420.665","low_52":"329.158","yield":"2.353%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.353%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-2.806%","oneday":"70.907%","fiveday":"115.322%","onemonth":"40.005%","threemonths":"31.385%","sixmonths":"-5.470%","ninemonths":"8.862%","one":"-2.806%","three":"9.322%","five":"9.786%","ten":"15.664%","ytd":"193.132%","inception":"18.623%"},"total":{"period":"-2.792%","oneday":"0.213%","fiveday":"1.532%","onemonth":"2.978%","threemonths":"6.939%","sixmonths":"-2.792%","ninemonths":"6.605%","one":"-2.792%","three":"30.482%","five":"59.183%","ten":"326.668%","ytd":"13.644%","inception":"59239.910%"},"years":[{"year":"1989","returns":"74.405%"},{"year":"1990","returns":"58.701%"},{"year":"1991","returns":"162.316%"},{"year":"1992","returns":"50.601%"},{"year":"1993","returns":"-21.781%"},{"year":"1994","returns":"16.856%"},{"year":"1995","returns":"4.261%"},{"year":"1996","returns":"5.423%"},{"year":"1997","returns":"17.959%"},{"year":"1998","returns":"108.425%"},{"year":"1999","returns":"68.974%"},{"year":"2000","returns":"-33.315%"},{"year":"2001","returns":"12.061%"},{"year":"2002","returns":"-52.618%"},{"year":"2003","returns":"49.047%"},{"year":"2004","returns":"21.466%"},{"year":"2005","returns":"-4.344%"},{"year":"2006","returns":"1.012%"},{"year":"2007","returns":"-31.139%"},{"year":"2008","returns":"-11.503%"},{"year":"2009","returns":"30.427%"},{"year":"2010","returns":"24.967%"},{"year":"2011","returns":"23.404%"},{"year":"2012","returns":"49.665%"},{"year":"2013","returns":"35.925%"},{"year":"2014","returns":"30.254%"},{"year":"2015","returns":"28.544%"},{"year":"2016","returns":"3.544%"},{"year":"2017","returns":"44.612%"},{"year":"2018","returns":"-7.316%"},{"year":"2019","returns":"30.544%"},{"year":"2020","returns":"24.550%"},{"year":"2021","returns":"59.499%"},{"year":"2022","returns":"-21.983%"},{"year":"2023","returns":"12.774%"},{"year":"2024","returns":"14.987%"},{"year":"2025","returns":"-9.309%"},{"year":"2026","returns":"13.644%"}]},"aux":12,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Specialty Retail","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"HON","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.476%","ui":"10.243","upi":"0.679","sharpe":"0.268","sortino":"0.452","downsidedeviation":"4.441%","treynor":"0.262","alpha":"10.478%","ftalpha":"416.7","corr":"44.409%","r_squared":"19.722%","beta":"0.613"},"describe":{"name":"Honeywell International","sharesout":"634.8872","marketcap":"153,249.075","price":"241.38","security_type":"Stock","price_previous":"239.83","high_52":"243.34","low_52":"179.918","yield":"1.897%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.897%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"20.259%","oneday":"407.857%","fiveday":"87.939%","onemonth":"386.235%","threemonths":"120.783%","sixmonths":"23.211%","ninemonths":"16.818%","one":"20.259%","three":"8.216%","five":"5.615%","ten":"11.156%","ytd":"499.083%","inception":"12.045%"},"total":{"period":"20.149%","oneday":"0.646%","fiveday":"1.258%","onemonth":"14.790%","threemonths":"21.491%","sixmonths":"11.081%","ninemonths":"12.421%","one":"20.149%","three":"26.580%","five":"31.261%","ten":"187.056%","ytd":"23.728%","inception":"6929.121%"},"years":[{"year":"1989","returns":"12.948%"},{"year":"1990","returns":"-18.203%"},{"year":"1991","returns":"70.518%"},{"year":"1992","returns":"40.429%"},{"year":"1993","returns":"32.797%"},{"year":"1994","returns":"-12.349%"},{"year":"1995","returns":"42.310%"},{"year":"1996","returns":"43.132%"},{"year":"1997","returns":"17.430%"},{"year":"1998","returns":"15.833%"},{"year":"1999","returns":"31.817%"},{"year":"2000","returns":"-16.614%"},{"year":"2001","returns":"-27.072%"},{"year":"2002","returns":"-27.281%"},{"year":"2003","returns":"43.272%"},{"year":"2004","returns":"8.203%"},{"year":"2005","returns":"7.522%"},{"year":"2006","returns":"24.143%"},{"year":"2007","returns":"38.648%"},{"year":"2008","returns":"-45.326%"},{"year":"2009","returns":"23.697%"},{"year":"2010","returns":"39.431%"},{"year":"2011","returns":"4.883%"},{"year":"2012","returns":"19.859%"},{"year":"2013","returns":"47.033%"},{"year":"2014","returns":"11.548%"},{"year":"2015","returns":"5.799%"},{"year":"2016","returns":"14.341%"},{"year":"2017","returns":"35.089%"},{"year":"2018","returns":"-12.086%"},{"year":"2019","returns":"36.717%"},{"year":"2020","returns":"22.970%"},{"year":"2021","returns":"-0.287%"},{"year":"2022","returns":"4.882%"},{"year":"2023","returns":"0.021%"},{"year":"2024","returns":"10.000%"},{"year":"2025","returns":"-11.757%"},{"year":"2026","returns":"23.728%"}]},"aux":13,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"IBM","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"8.917%","ui":"7.936","upi":"-1.199","sharpe":"-0.308","sortino":"-0.507","downsidedeviation":"5.417%","treynor":"-0.006","alpha":"-6.392%","ftalpha":"-342.6","corr":"39.917%","r_squared":"15.934%","beta":"0.657"},"describe":{"name":"International Business Machines","sharesout":"934.7352","marketcap":"245,255.826","price":"262.38","security_type":"Stock","price_previous":"259.52","high_52":"313.177","low_52":"215.618","yield":"2.561%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.561%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.791%","oneday":"1487.420%","fiveday":"-99.814%","onemonth":"-79.620%","threemonths":"-44.410%","sixmonths":"21.978%","ninemonths":"4.426%","one":"3.791%","three":"28.593%","five":"21.669%","ten":"12.735%","ytd":"-62.146%","inception":"8.893%"},"total":{"period":"3.772%","oneday":"1.102%","fiveday":"-11.722%","onemonth":"-12.953%","threemonths":"-13.439%","sixmonths":"10.520%","ninemonths":"3.316%","one":"3.772%","three":"111.850%","five":"165.543%","ten":"230.412%","ytd":"-10.911%","inception":"2318.249%"},"years":[{"year":"1989","returns":"-19.438%"},{"year":"1990","returns":"25.667%"},{"year":"1991","returns":"-17.576%"},{"year":"1992","returns":"-40.006%"},{"year":"1993","returns":"15.825%"},{"year":"1994","returns":"32.270%"},{"year":"1995","returns":"25.679%"},{"year":"1996","returns":"67.664%"},{"year":"1997","returns":"39.319%"},{"year":"1998","returns":"77.487%"},{"year":"1999","returns":"17.573%"},{"year":"2000","returns":"-20.847%"},{"year":"2001","returns":"43.001%"},{"year":"2002","returns":"-35.470%"},{"year":"2003","returns":"20.495%"},{"year":"2004","returns":"7.192%"},{"year":"2005","returns":"-15.832%"},{"year":"2006","returns":"19.769%"},{"year":"2007","returns":"12.842%"},{"year":"2008","returns":"-20.765%"},{"year":"2009","returns":"58.607%"},{"year":"2010","returns":"14.283%"},{"year":"2011","returns":"26.343%"},{"year":"2012","returns":"4.171%"},{"year":"2013","returns":"-0.183%"},{"year":"2014","returns":"-12.395%"},{"year":"2015","returns":"-11.412%"},{"year":"2016","returns":"25.190%"},{"year":"2017","returns":"-3.984%"},{"year":"2018","returns":"-22.538%"},{"year":"2019","returns":"23.571%"},{"year":"2020","returns":"-1.191%"},{"year":"2021","returns":"11.569%"},{"year":"2022","returns":"10.704%"},{"year":"2023","returns":"21.877%"},{"year":"2024","returns":"39.273%"},{"year":"2025","returns":"38.257%"},{"year":"2026","returns":"-10.911%"}]},"aux":14,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"IT Services","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"JNJ","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"5.526%","ui":"4.486","upi":"10.388","sharpe":"2.434","sortino":"3.730","downsidedeviation":"3.607%","treynor":"31.635","alpha":"55.559%","ftalpha":"3,218.0","corr":"1.726%","r_squared":"0.030%","beta":"0.018"},"describe":{"name":"Johnson & Johnson","sharesout":"2409.295","marketcap":"586,542.860","price":"243.45","security_type":"Stock","price_previous":"244.55","high_52":"244.55","low_52":"143.167","yield":"2.111%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.111%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"59.907%","oneday":"-67.928%","fiveday":"105.886%","onemonth":"346.885%","threemonths":"151.720%","sixmonths":"99.238%","ninemonths":"98.596%","one":"59.907%","three":"17.983%","five":"11.036%","ten":"12.207%","ytd":"291.887%","inception":"13.581%"},"total":{"period":"59.536%","oneday":"-0.450%","fiveday":"1.442%","onemonth":"13.948%","threemonths":"25.470%","sixmonths":"41.490%","ninemonths":"67.663%","one":"59.536%","three":"63.828%","five":"68.411%","ten":"215.284%","ytd":"17.637%","inception":"11593.080%"},"years":[{"year":"1989","returns":"42.644%"},{"year":"1990","returns":"23.379%"},{"year":"1991","returns":"62.333%"},{"year":"1992","returns":"-10.188%"},{"year":"1993","returns":"-8.934%"},{"year":"1994","returns":"24.990%"},{"year":"1995","returns":"59.147%"},{"year":"1996","returns":"18.126%"},{"year":"1997","returns":"34.306%"},{"year":"1998","returns":"28.988%"},{"year":"1999","returns":"12.458%"},{"year":"2000","returns":"14.238%"},{"year":"2001","returns":"14.015%"},{"year":"2002","returns":"-7.880%"},{"year":"2003","returns":"-2.113%"},{"year":"2004","returns":"25.165%"},{"year":"2005","returns":"-3.358%"},{"year":"2006","returns":"12.445%"},{"year":"2007","returns":"3.610%"},{"year":"2008","returns":"-7.769%"},{"year":"2009","returns":"11.278%"},{"year":"2010","returns":"-0.586%"},{"year":"2011","returns":"9.892%"},{"year":"2012","returns":"10.827%"},{"year":"2013","returns":"34.615%"},{"year":"2014","returns":"17.335%"},{"year":"2015","returns":"1.158%"},{"year":"2016","returns":"15.321%"},{"year":"2017","returns":"24.405%"},{"year":"2018","returns":"-5.135%"},{"year":"2019","returns":"16.209%"},{"year":"2020","returns":"10.851%"},{"year":"2021","returns":"11.449%"},{"year":"2022","returns":"5.967%"},{"year":"2023","returns":"-8.604%"},{"year":"2024","returns":"-4.798%"},{"year":"2025","returns":"47.461%"},{"year":"2026","returns":"17.637%"}]},"aux":15,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"JPM","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.551%","ui":"7.440","upi":"-0.197","sharpe":"-0.056","sortino":"-0.153","downsidedeviation":"2.763%","treynor":"0.064","alpha":"-3.308%","ftalpha":"-210.1","corr":"86.175%","r_squared":"74.261%","beta":"1.202"},"describe":{"name":"JPMorgan Chase & Company","sharesout":"2696.2","marketcap":"815,735.277","price":"302.55","security_type":"Stock","price_previous":"302.64","high_52":"334.61","low_52":"207.35","yield":"1.917%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.917%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"11.841%","oneday":"-7.230%","fiveday":"-95.948%","onemonth":"-26.813%","threemonths":"-7.128%","sixmonths":"10.409%","ninemonths":"22.700%","one":"11.841%","three":"31.778%","five":"19.555%","ten":"21.348%","ytd":"-38.861%","inception":"13.145%"},"total":{"period":"11.779%","oneday":"-0.030%","fiveday":"-6.157%","onemonth":"-2.686%","threemonths":"-1.801%","sixmonths":"5.112%","ninemonths":"16.659%","one":"11.779%","three":"127.901%","five":"143.348%","ten":"588.396%","ytd":"-5.684%","inception":"10028.890%"},"years":[{"year":"1989","returns":"4.356%"},{"year":"1990","returns":"-60.232%"},{"year":"1991","returns":"107.577%"},{"year":"1992","returns":"88.023%"},{"year":"1993","returns":"7.361%"},{"year":"1994","returns":"-6.442%"},{"year":"1995","returns":"68.754%"},{"year":"1996","returns":"56.884%"},{"year":"1997","returns":"25.536%"},{"year":"1998","returns":"32.790%"},{"year":"1999","returns":"11.655%"},{"year":"2000","returns":"-10.042%"},{"year":"2001","returns":"-17.418%"},{"year":"2002","returns":"-30.710%"},{"year":"2003","returns":"60.290%"},{"year":"2004","returns":"9.963%"},{"year":"2005","returns":"5.746%"},{"year":"2006","returns":"25.597%"},{"year":"2007","returns":"-6.900%"},{"year":"2008","returns":"-25.128%"},{"year":"2009","returns":"34.360%"},{"year":"2010","returns":"2.302%"},{"year":"2011","returns":"-19.976%"},{"year":"2012","returns":"36.181%"},{"year":"2013","returns":"36.709%"},{"year":"2014","returns":"9.883%"},{"year":"2015","returns":"8.365%"},{"year":"2016","returns":"34.567%"},{"year":"2017","returns":"26.731%"},{"year":"2018","returns":"-6.646%"},{"year":"2019","returns":"47.267%"},{"year":"2020","returns":"-5.518%"},{"year":"2021","returns":"27.725%"},{"year":"2022","returns":"-12.611%"},{"year":"2023","returns":"30.628%"},{"year":"2024","returns":"44.269%"},{"year":"2025","returns":"37.325%"},{"year":"2026","returns":"-5.684%"}]},"aux":16,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Banks","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"KO","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"4.946%","ui":"4.590","upi":"0.730","sharpe":"0.196","sortino":"0.214","downsidedeviation":"4.518%","treynor":"-0.373","alpha":"15.520%","ftalpha":"1,616.7","corr":"-36.612%","r_squared":"13.405%","beta":"-0.334"},"describe":{"name":"Coca-Cola","sharesout":"4301.609","marketcap":"338,450.597","price":"78.68","security_type":"Stock","price_previous":"79","high_52":"79.03","low_52":"65.208","yield":"2.593%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.593%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"16.657%","oneday":"-64.079%","fiveday":"-20.062%","onemonth":"212.352%","threemonths":"55.674%","sixmonths":"28.203%","ninemonths":"22.645%","one":"16.657%","three":"12.482%","five":"12.583%","ten":"9.624%","ytd":"170.121%","inception":"12.348%"},"total":{"period":"16.568%","oneday":"-0.405%","fiveday":"-0.443%","onemonth":"10.444%","threemonths":"11.492%","sixmonths":"13.324%","ninemonths":"16.620%","one":"16.568%","three":"42.065%","five":"80.426%","ten":"149.952%","ytd":"12.545%","inception":"7674.704%"},"years":[{"year":"1989","returns":"77.003%"},{"year":"1990","returns":"22.725%"},{"year":"1991","returns":"75.377%"},{"year":"1992","returns":"5.788%"},{"year":"1993","returns":"8.271%"},{"year":"1994","returns":"17.469%"},{"year":"1995","returns":"46.194%"},{"year":"1996","returns":"43.253%"},{"year":"1997","returns":"27.891%"},{"year":"1998","returns":"1.318%"},{"year":"1999","returns":"-12.174%"},{"year":"2000","returns":"5.986%"},{"year":"2001","returns":"-21.454%"},{"year":"2002","returns":"-5.505%"},{"year":"2003","returns":"18.114%"},{"year":"2004","returns":"-16.118%"},{"year":"2005","returns":"-0.660%"},{"year":"2006","returns":"23.104%"},{"year":"2007","returns":"30.441%"},{"year":"2008","returns":"-24.114%"},{"year":"2009","returns":"30.244%"},{"year":"2010","returns":"19.033%"},{"year":"2011","returns":"9.438%"},{"year":"2012","returns":"6.510%"},{"year":"2013","returns":"17.233%"},{"year":"2014","returns":"5.267%"},{"year":"2015","returns":"5.117%"},{"year":"2016","returns":"-0.338%"},{"year":"2017","returns":"14.372%"},{"year":"2018","returns":"6.793%"},{"year":"2019","returns":"20.613%"},{"year":"2020","returns":"2.438%"},{"year":"2021","returns":"11.404%"},{"year":"2022","returns":"10.609%"},{"year":"2023","returns":"-4.464%"},{"year":"2024","returns":"8.871%"},{"year":"2025","returns":"15.619%"},{"year":"2026","returns":"12.545%"}]},"aux":17,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Beverages","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"MCD","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"5.209%","ui":"4.363","upi":"-1.175","sharpe":"-0.284","sortino":"-0.323","downsidedeviation":"4.583%","treynor":"-6.768","alpha":"4.046%","ftalpha":"655.1","corr":"-0.613%","r_squared":"0.004%","beta":"-0.006"},"describe":{"name":"McDonald's","sharesout":"712.1544","marketcap":"233,287.529","price":"327.58","security_type":"Stock","price_previous":"332.08","high_52":"332.08","low_52":"282.229","yield":"2.189%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.189%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"8.180%","oneday":"-96.799%","fiveday":"6.686%","onemonth":"92.166%","threemonths":"32.466%","sixmonths":"17.896%","ninemonths":"10.725%","one":"8.180%","three":"9.719%","five":"11.468%","ten":"13.531%","ytd":"79.172%","inception":"13.775%"},"total":{"period":"8.138%","oneday":"-1.355%","fiveday":"0.128%","onemonth":"5.862%","threemonths":"7.155%","sixmonths":"8.642%","ninemonths":"7.976%","one":"8.138%","three":"31.900%","five":"71.698%","ten":"254.424%","ytd":"7.182%","inception":"12364.990%"},"years":[{"year":"1989","returns":"44.914%"},{"year":"1990","returns":"-14.669%"},{"year":"1991","returns":"31.894%"},{"year":"1992","returns":"29.424%"},{"year":"1993","returns":"17.867%"},{"year":"1994","returns":"3.464%"},{"year":"1995","returns":"55.350%"},{"year":"1996","returns":"1.192%"},{"year":"1997","returns":"5.930%"},{"year":"1998","returns":"61.763%"},{"year":"1999","returns":"5.439%"},{"year":"2000","returns":"-15.106%"},{"year":"2001","returns":"-21.507%"},{"year":"2002","returns":"-38.423%"},{"year":"2003","returns":"56.776%"},{"year":"2004","returns":"31.479%"},{"year":"2005","returns":"7.301%"},{"year":"2006","returns":"34.629%"},{"year":"2007","returns":"36.383%"},{"year":"2008","returns":"8.546%"},{"year":"2009","returns":"4.007%"},{"year":"2010","returns":"26.927%"},{"year":"2011","returns":"34.655%"},{"year":"2012","returns":"-10.066%"},{"year":"2013","returns":"13.611%"},{"year":"2014","returns":"-0.113%"},{"year":"2015","returns":"30.423%"},{"year":"2016","returns":"6.204%"},{"year":"2017","returns":"45.024%"},{"year":"2018","returns":"5.783%"},{"year":"2019","returns":"13.970%"},{"year":"2020","returns":"11.321%"},{"year":"2021","returns":"27.806%"},{"year":"2022","returns":"0.511%"},{"year":"2023","returns":"15.049%"},{"year":"2024","returns":"0.139%"},{"year":"2025","returns":"7.898%"},{"year":"2026","returns":"7.182%"}]},"aux":18,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Hotels, Restaurants & Leisure","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"MMM","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"8.995%","ui":"5.804","upi":"0.871","sharpe":"0.162","sortino":"0.479","downsidedeviation":"3.051%","treynor":"0.171","alpha":"6.609%","ftalpha":"398.6","corr":"49.948%","r_squared":"24.948%","beta":"0.830"},"describe":{"name":"3M Company","sharesout":"530.2791","marketcap":"91,112.559","price":"171.82","security_type":"Stock","price_previous":"173.821","high_52":"173.821","low_52":"123.781","yield":"2.153%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.153%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"18.365%","oneday":"-94.610%","fiveday":"-1.457%","onemonth":"23.769%","threemonths":"6.677%","sixmonths":"18.057%","ninemonths":"21.934%","one":"18.365%","three":"18.832%","five":"2.888%","ten":"4.490%","ytd":"88.165%","inception":"9.963%"},"total":{"period":"18.266%","oneday":"-1.151%","fiveday":"-0.029%","onemonth":"1.877%","threemonths":"1.601%","sixmonths":"8.717%","ninemonths":"16.110%","one":"18.266%","three":"67.371%","five":"15.232%","ten":"54.946%","ytd":"7.808%","inception":"3385.900%"},"years":[{"year":"1989","returns":"33.013%"},{"year":"1990","returns":"11.630%"},{"year":"1991","returns":"15.064%"},{"year":"1992","returns":"9.178%"},{"year":"1993","returns":"11.456%"},{"year":"1994","returns":"1.516%"},{"year":"1995","returns":"28.444%"},{"year":"1996","returns":"33.288%"},{"year":"1997","returns":"1.202%"},{"year":"1998","returns":"-11.073%"},{"year":"1999","returns":"41.100%"},{"year":"2000","returns":"26.214%"},{"year":"2001","returns":"0.156%"},{"year":"2002","returns":"6.384%"},{"year":"2003","returns":"40.632%"},{"year":"2004","returns":"-1.756%"},{"year":"2005","returns":"-3.512%"},{"year":"2006","returns":"2.983%"},{"year":"2007","returns":"10.723%"},{"year":"2008","returns":"-29.801%"},{"year":"2009","returns":"48.523%"},{"year":"2010","returns":"7.072%"},{"year":"2011","returns":"-2.841%"},{"year":"2012","returns":"16.669%"},{"year":"2013","returns":"54.464%"},{"year":"2014","returns":"19.991%"},{"year":"2015","returns":"-5.909%"},{"year":"2016","returns":"21.720%"},{"year":"2017","returns":"34.915%"},{"year":"2018","returns":"-16.911%"},{"year":"2019","returns":"-4.259%"},{"year":"2020","returns":"2.787%"},{"year":"2021","returns":"4.874%"},{"year":"2022","returns":"-29.598%"},{"year":"2023","returns":"-3.330%"},{"year":"2024","returns":"22.156%"},{"year":"2025","returns":"26.382%"},{"year":"2026","returns":"7.808%"}]},"aux":19,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Industrial Conglomerates","sector":"Industrials","security_type":"Stocks","xtype":null},{"ticker":"MRK","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"8.510%","ui":"10.616","upi":"3.410","sharpe":"1.228","sortino":"1.854","downsidedeviation":"5.639%","treynor":"-3.615","alpha":"46.470%","ftalpha":"1,470.9","corr":"-7.977%","r_squared":"0.636%","beta":"-0.125"},"describe":{"name":"Merck & Company","sharesout":"2482.022","marketcap":"301,342.300","price":"121.41","security_type":"Stock","price_previous":"119.24","high_52":"121.93","low_52":"71.417","yield":"2.702%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.702%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"49.514%","oneday":"9356.883%","fiveday":"-19.395%","onemonth":"272.260%","threemonths":"207.089%","sixmonths":"122.309%","ninemonths":"91.285%","one":"49.514%","three":"6.717%","five":"13.714%","ten":"12.965%","ytd":"232.079%","inception":"13.011%"},"total":{"period":"49.216%","oneday":"1.820%","fiveday":"-0.426%","onemonth":"12.147%","threemonths":"31.754%","sixmonths":"49.514%","ninemonths":"62.993%","one":"49.216%","three":"21.419%","five":"89.629%","ten":"237.194%","ytd":"15.343%","inception":"9589.546%"},"years":[{"year":"1989","returns":"54.539%"},{"year":"1990","returns":"6.387%"},{"year":"1991","returns":"51.884%"},{"year":"1992","returns":"-0.779%"},{"year":"1993","returns":"10.614%"},{"year":"1994","returns":"11.356%"},{"year":"1995","returns":"51.865%"},{"year":"1996","returns":"20.939%"},{"year":"1997","returns":"94.961%"},{"year":"1998","returns":"79.635%"},{"year":"1999","returns":"-22.560%"},{"year":"2000","returns":"35.531%"},{"year":"2001","returns":"-35.923%"},{"year":"2002","returns":"-36.411%"},{"year":"2003","returns":"-19.104%"},{"year":"2004","returns":"21.568%"},{"year":"2005","returns":"0.942%"},{"year":"2006","returns":"14.628%"},{"year":"2007","returns":"13.666%"},{"year":"2008","returns":"-35.147%"},{"year":"2009","returns":"118.416%"},{"year":"2010","returns":"2.862%"},{"year":"2011","returns":"9.541%"},{"year":"2012","returns":"13.125%"},{"year":"2013","returns":"26.802%"},{"year":"2014","returns":"16.949%"},{"year":"2015","returns":"-3.873%"},{"year":"2016","returns":"15.051%"},{"year":"2017","returns":"-1.472%"},{"year":"2018","returns":"39.993%"},{"year":"2019","returns":"22.263%"},{"year":"2020","returns":"-7.214%"},{"year":"2021","returns":"-2.919%"},{"year":"2022","returns":"49.385%"},{"year":"2023","returns":"0.996%"},{"year":"2024","returns":"-6.257%"},{"year":"2025","returns":"9.783%"},{"year":"2026","returns":"15.343%"}]},"aux":20,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Pharmaceuticals","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"MSFT","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.650%","ui":"8.520","upi":"-1.742","sharpe":"-0.560","sortino":"-0.972","downsidedeviation":"4.405%","treynor":"-0.055","alpha":"-15.232%","ftalpha":"-603.4","corr":"73.832%","r_squared":"54.511%","beta":"1.043"},"describe":{"name":"Microsoft","sharesout":"7432.378","marketcap":"2,982,761.993","price":"401.32","security_type":"Stock","price_previous":"401.84","high_52":"541.041","low_52":"352.659","yield":"0.847%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.847%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-1.530%","oneday":"-27.865%","fiveday":"2.289%","onemonth":"-83.921%","threemonths":"-59.885%","sixmonths":"-39.935%","ninemonths":"-13.266%","one":"-1.530%","three":"14.917%","five":"11.341%","ten":"24.760%","ytd":"-79.164%","inception":"22.408%"},"total":{"period":"-1.523%","oneday":"-0.129%","fiveday":"0.045%","onemonth":"-14.734%","threemonths":"-20.109%","sixmonths":"-22.635%","ninemonths":"-10.165%","one":"-1.523%","three":"51.444%","five":"70.730%","ten":"807.574%","ytd":"-17.017%","inception":"191919.100%"},"years":[{"year":"1989","returns":"63.596%"},{"year":"1990","returns":"72.922%"},{"year":"1991","returns":"121.861%"},{"year":"1992","returns":"15.094%"},{"year":"1993","returns":"-5.586%"},{"year":"1994","returns":"51.640%"},{"year":"1995","returns":"43.596%"},{"year":"1996","returns":"88.305%"},{"year":"1997","returns":"56.430%"},{"year":"1998","returns":"114.608%"},{"year":"1999","returns":"68.358%"},{"year":"2000","returns":"-62.844%"},{"year":"2001","returns":"52.718%"},{"year":"2002","returns":"-21.962%"},{"year":"2003","returns":"6.812%"},{"year":"2004","returns":"8.923%"},{"year":"2005","returns":"-0.948%"},{"year":"2006","returns":"15.829%"},{"year":"2007","returns":"20.835%"},{"year":"2008","returns":"-44.392%"},{"year":"2009","returns":"60.497%"},{"year":"2010","returns":"-6.530%"},{"year":"2011","returns":"-4.522%"},{"year":"2012","returns":"4.946%"},{"year":"2013","returns":"44.285%"},{"year":"2014","returns":"27.542%"},{"year":"2015","returns":"22.696%"},{"year":"2016","returns":"15.068%"},{"year":"2017","returns":"40.716%"},{"year":"2018","returns":"20.799%"},{"year":"2019","returns":"57.571%"},{"year":"2020","returns":"42.535%"},{"year":"2021","returns":"52.476%"},{"year":"2022","returns":"-28.017%"},{"year":"2023","returns":"58.192%"},{"year":"2024","returns":"12.920%"},{"year":"2025","returns":"15.586%"},{"year":"2026","returns":"-17.017%"}]},"aux":21,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Software","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"NKE","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"12.196%","ui":"18.568","upi":"-1.352","sharpe":"-0.594","sortino":"-1.012","downsidedeviation":"7.160%","treynor":"-0.111","alpha":"-29.101%","ftalpha":"-934.6","corr":"63.832%","r_squared":"40.745%","beta":"1.438"},"describe":{"name":"Nike-B","sharesout":"1480.383","marketcap":"93,456.580","price":"63.13","security_type":"Stock","price_previous":"61.1","high_52":"79.847","low_52":"52.315","yield":"2.550%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.550%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-11.801%","oneday":"9999.990%","fiveday":"-46.602%","onemonth":"-42.979%","threemonths":"-14.558%","sixmonths":"-31.378%","ninemonths":"4.048%","one":"-11.801%","three":"-19.066%","five":"-13.817%","ten":"2.433%","ytd":"-7.402%","inception":"16.019%"},"total":{"period":"-11.746%","oneday":"3.322%","fiveday":"-1.236%","onemonth":"-4.781%","threemonths":"-3.793%","sixmonths":"-17.269%","ninemonths":"3.034%","one":"-11.746%","three":"-46.820%","five":"-52.308%","ten":"27.078%","ytd":"-0.910%","inception":"25772.950%"},"years":[{"year":"1989","returns":"103.817%"},{"year":"1990","returns":"52.996%"},{"year":"1991","returns":"81.885%"},{"year":"1992","returns":"15.747%"},{"year":"1993","returns":"-43.488%"},{"year":"1994","returns":"63.580%"},{"year":"1995","returns":"88.805%"},{"year":"1996","returns":"73.551%"},{"year":"1997","returns":"-34.376%"},{"year":"1998","returns":"5.089%"},{"year":"1999","returns":"23.295%"},{"year":"2000","returns":"13.973%"},{"year":"2001","returns":"1.882%"},{"year":"2002","returns":"-20.101%"},{"year":"2003","returns":"55.645%"},{"year":"2004","returns":"33.938%"},{"year":"2005","returns":"-3.093%"},{"year":"2006","returns":"15.838%"},{"year":"2007","returns":"31.545%"},{"year":"2008","returns":"-19.349%"},{"year":"2009","returns":"32.076%"},{"year":"2010","returns":"31.231%"},{"year":"2011","returns":"14.475%"},{"year":"2012","returns":"8.199%"},{"year":"2013","returns":"54.496%"},{"year":"2014","returns":"23.759%"},{"year":"2015","returns":"31.386%"},{"year":"2016","returns":"-17.706%"},{"year":"2017","returns":"24.702%"},{"year":"2018","returns":"19.857%"},{"year":"2019","returns":"38.101%"},{"year":"2020","returns":"40.959%"},{"year":"2021","returns":"18.698%"},{"year":"2022","returns":"-29.037%"},{"year":"2023","returns":"-6.043%"},{"year":"2024","returns":"-29.099%"},{"year":"2025","returns":"-13.831%"},{"year":"2026","returns":"-0.910%"}]},"aux":22,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Textiles, Apparel & Luxury Goods","sector":"Consumer Discretionary","security_type":"Stocks","xtype":null},{"ticker":"NVDA","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"12.920%","ui":"11.416","upi":"1.932","sharpe":"0.493","sortino":"1.611","downsidedeviation":"3.951%","treynor":"0.154","alpha":"12.695%","ftalpha":"181.0","corr":"84.915%","r_squared":"72.106%","beta":"2.026"},"describe":{"name":"Nvidia","sharesout":"24305","marketcap":"4,443,196.991","price":"182.81","security_type":"Stock","price_previous":"186.94","high_52":"207.029","low_52":"94.293","yield":"0.022%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.022%","startdate":{"marketdate":"2626","juliandate":"36182","strdate":"01-22-1999"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"35.363%","oneday":"-99.643%","fiveday":"-50.957%","onemonth":"-17.025%","threemonths":"-8.509%","sixmonths":"1.361%","ninemonths":"57.392%","one":"35.363%","three":"103.990%","five":"65.408%","ten":"76.660%","ytd":"-15.467%","inception":"37.051%"},"total":{"period":"35.161%","oneday":"-2.209%","fiveday":"-1.402%","onemonth":"-1.615%","threemonths":"-2.162%","sixmonths":"0.683%","ninemonths":"40.725%","one":"35.161%","three":"739.888%","five":"1125.268%","ten":"29009.870%","ytd":"-1.979%","inception":"493981.100%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"143.243%"},{"year":"2000","returns":"40.000%"},{"year":"2001","returns":"308.730%"},{"year":"2002","returns":"-82.718%"},{"year":"2003","returns":"100.000%"},{"year":"2004","returns":"1.685%"},{"year":"2005","returns":"55.249%"},{"year":"2006","returns":"102.491%"},{"year":"2007","returns":"37.961%"},{"year":"2008","returns":"-76.306%"},{"year":"2009","returns":"131.720%"},{"year":"2010","returns":"-17.633%"},{"year":"2011","returns":"-9.859%"},{"year":"2012","returns":"-11.562%"},{"year":"2013","returns":"33.569%"},{"year":"2014","returns":"27.249%"},{"year":"2015","returns":"67.152%"},{"year":"2016","returns":"226.990%"},{"year":"2017","returns":"81.970%"},{"year":"2018","returns":"-30.811%"},{"year":"2019","returns":"76.918%"},{"year":"2020","returns":"122.319%"},{"year":"2021","returns":"125.478%"},{"year":"2022","returns":"-50.267%"},{"year":"2023","returns":"239.030%"},{"year":"2024","returns":"171.248%"},{"year":"2025","returns":"38.916%"},{"year":"2026","returns":"-1.979%"}]},"aux":23,"err":null,"country":"United States","exchange":"NASDAQ","industry":"Semiconductors & Semiconductor Equipment","sector":"Information Technology","security_type":"Stocks","xtype":null},{"ticker":"PG","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"5.474%","ui":"11.016","upi":"-1.558","sharpe":"-0.905","sortino":"-0.958","downsidedeviation":"5.171%","treynor":"0.410","alpha":"-6.253%","ftalpha":"-456.1","corr":"-19.394%","r_squared":"3.761%","beta":"-0.196"},"describe":{"name":"Procter & Gamble","sharesout":"2324.001","marketcap":"372,002.857","price":"160.07","security_type":"Stock","price_previous":"161.21","high_52":"171.553","low_52":"137.075","yield":"2.641%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.641%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-3.853%","oneday":"-83.306%","fiveday":"32.904%","onemonth":"257.650%","threemonths":"41.709%","sixmonths":"9.016%","ninemonths":"3.942%","one":"-3.853%","three":"7.287%","five":"7.347%","ten":"10.057%","ytd":"168.846%","inception":"12.668%"},"total":{"period":"-3.835%","oneday":"-0.707%","fiveday":"0.565%","onemonth":"11.756%","threemonths":"8.946%","sixmonths":"4.442%","ninemonths":"2.955%","one":"-3.835%","three":"23.363%","five":"42.331%","ten":"159.989%","ytd":"12.481%","inception":"8547.759%"},"years":[{"year":"1989","returns":"66.743%"},{"year":"1990","returns":"26.336%"},{"year":"1991","returns":"11.034%"},{"year":"1992","returns":"16.752%"},{"year":"1993","returns":"8.797%"},{"year":"1994","returns":"11.317%"},{"year":"1995","returns":"36.792%"},{"year":"1996","returns":"32.206%"},{"year":"1997","returns":"50.465%"},{"year":"1998","returns":"15.884%"},{"year":"1999","returns":"21.551%"},{"year":"2000","returns":"-27.090%"},{"year":"2001","returns":"3.121%"},{"year":"2002","returns":"10.670%"},{"year":"2003","returns":"18.478%"},{"year":"2004","returns":"12.380%"},{"year":"2005","returns":"7.176%"},{"year":"2006","returns":"13.361%"},{"year":"2007","returns":"16.629%"},{"year":"2008","returns":"-13.766%"},{"year":"2009","returns":"1.202%"},{"year":"2010","returns":"9.363%"},{"year":"2011","returns":"7.043%"},{"year":"2012","returns":"5.181%"},{"year":"2013","returns":"23.687%"},{"year":"2014","returns":"15.422%"},{"year":"2015","returns":"-9.955%"},{"year":"2016","returns":"9.373%"},{"year":"2017","returns":"12.693%"},{"year":"2018","returns":"3.618%"},{"year":"2019","returns":"39.699%"},{"year":"2020","returns":"14.150%"},{"year":"2021","returns":"20.537%"},{"year":"2022","returns":"-5.042%"},{"year":"2023","returns":"-0.848%"},{"year":"2024","returns":"17.248%"},{"year":"2025","returns":"-12.253%"},{"year":"2026","returns":"12.481%"}]},"aux":24,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Household Products","sector":"Consumer Staples","security_type":"Stocks","xtype":null},{"ticker":"SHW","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.154%","ui":"7.238","upi":"-1.413","sharpe":"-0.413","sortino":"-0.663","downsidedeviation":"4.454%","treynor":"-0.017","alpha":"-7.161%","ftalpha":"-237.2","corr":"50.234%","r_squared":"25.235%","beta":"0.664"},"describe":{"name":"Sherwin-Williams","sharesout":"247.8935","marketcap":"91,445.437","price":"368.89","security_type":"Stock","price_previous":"372.6","high_52":"374.34","low_52":"311.413","yield":"0.857%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.857%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"3.080%","oneday":"-91.988%","fiveday":"159.604%","onemonth":"50.402%","threemonths":"42.671%","sixmonths":"0.939%","ninemonths":"5.758%","one":"3.080%","three":"17.691%","five":"9.963%","ten":"16.873%","ytd":"197.500%","inception":"16.198%"},"total":{"period":"3.064%","oneday":"-0.996%","fiveday":"1.909%","onemonth":"3.624%","threemonths":"9.127%","sixmonths":"0.471%","ninemonths":"4.307%","one":"3.064%","three":"62.622%","five":"60.460%","ten":"373.288%","ytd":"13.844%","inception":"27306.390%"},"years":[{"year":"1989","returns":"38.611%"},{"year":"1990","returns":"11.179%"},{"year":"1991","returns":"45.769%"},{"year":"1992","returns":"16.283%"},{"year":"1993","returns":"18.574%"},{"year":"1994","returns":"-4.975%"},{"year":"1995","returns":"24.252%"},{"year":"1996","returns":"39.500%"},{"year":"1997","returns":"0.465%"},{"year":"1998","returns":"7.533%"},{"year":"1999","returns":"-27.162%"},{"year":"2000","returns":"28.391%"},{"year":"2001","returns":"7.130%"},{"year":"2002","returns":"4.907%"},{"year":"2003","returns":"25.625%"},{"year":"2004","returns":"30.707%"},{"year":"2005","returns":"3.677%"},{"year":"2006","returns":"42.727%"},{"year":"2007","returns":"-6.973%"},{"year":"2008","returns":"5.581%"},{"year":"2009","returns":"5.905%"},{"year":"2010","returns":"38.629%"},{"year":"2011","returns":"8.515%"},{"year":"2012","returns":"74.037%"},{"year":"2013","returns":"20.664%"},{"year":"2014","returns":"44.847%"},{"year":"2015","returns":"-0.353%"},{"year":"2016","returns":"4.787%"},{"year":"2017","returns":"54.120%"},{"year":"2018","returns":"-3.234%"},{"year":"2019","returns":"49.687%"},{"year":"2020","returns":"27.055%"},{"year":"2021","returns":"44.888%"},{"year":"2022","returns":"-31.965%"},{"year":"2023","returns":"32.718%"},{"year":"2024","returns":"9.906%"},{"year":"2025","returns":"-3.823%"},{"year":"2026","returns":"13.844%"}]},"aux":25,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Chemicals","sector":"Materials","security_type":"Stocks","xtype":null},{"ticker":"TRV","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"6.359%","ui":"3.661","upi":"2.696","sharpe":"0.448","sortino":"0.793","downsidedeviation":"3.594%","treynor":"1.779","alpha":"18.017%","ftalpha":"1,836.9","corr":"9.086%","r_squared":"0.826%","beta":"0.107"},"describe":{"name":"Travelers Companies","sharesout":"217.5","marketcap":"63,990.673","price":"294.21","security_type":"Stock","price_previous":"297.43","high_52":"301.49","low_52":"231.006","yield":"1.479%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"1.479%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"23.178%","oneday":"-93.580%","fiveday":"-70.863%","onemonth":"154.403%","threemonths":"11.744%","sixmonths":"21.113%","ninemonths":"16.807%","one":"23.178%","three":"18.512%","five":"17.466%","ten":"13.091%","ytd":"12.688%","inception":"12.442%"},"total":{"period":"23.050%","oneday":"-1.083%","fiveday":"-2.415%","onemonth":"8.485%","threemonths":"2.767%","sixmonths":"10.125%","ninemonths":"12.414%","one":"23.050%","three":"66.033%","five":"122.902%","ten":"240.955%","ytd":"1.431%","inception":"7920.992%"},"years":[{"year":"1989","returns":"41.576%"},{"year":"1990","returns":"10.669%"},{"year":"1991","returns":"20.813%"},{"year":"1992","returns":"9.608%"},{"year":"1993","returns":"20.648%"},{"year":"1994","returns":"3.290%"},{"year":"1995","returns":"28.116%"},{"year":"1996","returns":"8.746%"},{"year":"1997","returns":"43.475%"},{"year":"1998","returns":"-12.956%"},{"year":"1999","returns":"-0.011%"},{"year":"2000","returns":"65.583%"},{"year":"2001","returns":"-16.950%"},{"year":"2002","returns":"-20.038%"},{"year":"2003","returns":"20.212%"},{"year":"2004","returns":"-3.144%"},{"year":"2005","returns":"23.202%"},{"year":"2006","returns":"22.905%"},{"year":"2007","returns":"2.369%"},{"year":"2008","returns":"-13.765%"},{"year":"2009","returns":"13.463%"},{"year":"2010","returns":"14.803%"},{"year":"2011","returns":"9.255%"},{"year":"2012","returns":"24.033%"},{"year":"2013","returns":"29.070%"},{"year":"2014","returns":"19.604%"},{"year":"2015","returns":"9.095%"},{"year":"2016","returns":"10.952%"},{"year":"2017","returns":"13.369%"},{"year":"2018","returns":"-9.645%"},{"year":"2019","returns":"17.006%"},{"year":"2020","returns":"5.357%"},{"year":"2021","returns":"13.972%"},{"year":"2022","returns":"22.413%"},{"year":"2023","returns":"3.935%"},{"year":"2024","returns":"28.766%"},{"year":"2025","returns":"22.382%"},{"year":"2026","returns":"1.431%"}]},"aux":26,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Insurance","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"UNH","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"14.913%","ui":"41.680","upi":"-1.365","sharpe":"-1.101","sortino":"-1.051","downsidedeviation":"15.630%","treynor":"0.295","alpha":"-33.007%","ftalpha":"-1,366.6","corr":"-58.784%","r_squared":"34.556%","beta":"-1.619"},"describe":{"name":"UnitedHealth Group","sharesout":"905.8386","marketcap":"265,582.821","price":"293.19","security_type":"Stock","price_previous":"284.37","high_52":"587.426","low_52":"234.667","yield":"2.978%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"2.978%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-43.586%","oneday":"9999.990%","fiveday":"1771.861%","onemonth":"-77.504%","threemonths":"-38.397%","sixmonths":"19.302%","ninemonths":"-5.159%","one":"-43.586%","three":"-14.549%","five":"-0.620%","ten":"11.934%","ytd":"-63.112%","inception":"24.151%"},"total":{"period":"-43.426%","oneday":"3.102%","fiveday":"5.979%","onemonth":"-12.200%","threemonths":"-11.226%","sixmonths":"9.292%","ninemonths":"-3.911%","one":"-43.426%","three":"-37.458%","five":"-3.049%","ten":"207.714%","ytd":"-11.184%","inception":"325666.700%"},"years":[{"year":"1989","returns":"168.807%"},{"year":"1990","returns":"92.150%"},{"year":"1991","returns":"220.781%"},{"year":"1992","returns":"52.769%"},{"year":"1993","returns":"33.490%"},{"year":"1994","returns":"19.006%"},{"year":"1995","returns":"44.992%"},{"year":"1996","returns":"-31.141%"},{"year":"1997","returns":"10.489%"},{"year":"1998","returns":"-13.299%"},{"year":"1999","returns":"23.449%"},{"year":"2000","returns":"131.208%"},{"year":"2001","returns":"15.353%"},{"year":"2002","returns":"18.034%"},{"year":"2003","returns":"39.402%"},{"year":"2004","returns":"51.374%"},{"year":"2005","returns":"41.182%"},{"year":"2006","returns":"-13.487%"},{"year":"2007","returns":"8.379%"},{"year":"2008","returns":"-54.254%"},{"year":"2009","returns":"14.748%"},{"year":"2010","returns":"19.894%"},{"year":"2011","returns":"42.187%"},{"year":"2012","returns":"8.160%"},{"year":"2013","returns":"41.034%"},{"year":"2014","returns":"36.459%"},{"year":"2015","returns":"18.258%"},{"year":"2016","returns":"38.405%"},{"year":"2017","returns":"39.824%"},{"year":"2018","returns":"14.521%"},{"year":"2019","returns":"19.987%"},{"year":"2020","returns":"21.205%"},{"year":"2021","returns":"45.213%"},{"year":"2022","returns":"6.947%"},{"year":"2023","returns":"0.795%"},{"year":"2024","returns":"-2.412%"},{"year":"2025","returns":"-33.114%"},{"year":"2026","returns":"-11.184%"}]},"aux":27,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Health Care Providers & Services","sector":"Health Care","security_type":"Stocks","xtype":null},{"ticker":"V","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"6.859%","ui":"7.773","upi":"-3.137","sharpe":"-1.026","sortino":"-1.781","downsidedeviation":"3.952%","treynor":"-0.204","alpha":"-22.095%","ftalpha":"-926.9","corr":"59.118%","r_squared":"34.949%","beta":"0.749"},"describe":{"name":"Visa Inc","sharesout":"1928.04","marketcap":"605,558.777","price":"314.08","security_type":"Stock","price_previous":"324.18","high_52":"371.164","low_52":"305.991","yield":"0.802%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.802%","startdate":{"marketdate":"4928","juliandate":"39526","strdate":"03-19-2008"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"-11.078%","oneday":"-99.966%","fiveday":"-92.810%","onemonth":"-37.478%","threemonths":"-23.444%","sixmonths":"-15.157%","ninemonths":"-14.717%","one":"-11.078%","three":"12.031%","five":"9.231%","ten":"17.022%","ytd":"-59.763%","inception":"19.816%"},"total":{"period":"-11.026%","oneday":"-3.116%","fiveday":"-5.084%","onemonth":"-4.013%","threemonths":"-6.355%","sixmonths":"-7.942%","ninemonths":"-11.300%","one":"-11.026%","three":"40.374%","five":"55.211%","ten":"379.350%","ytd":"-10.262%","inception":"2424.556%"},"years":[{"year":"1989","returns":"0.000%"},{"year":"1990","returns":"0.000%"},{"year":"1991","returns":"0.000%"},{"year":"1992","returns":"0.000%"},{"year":"1993","returns":"0.000%"},{"year":"1994","returns":"0.000%"},{"year":"1995","returns":"0.000%"},{"year":"1996","returns":"0.000%"},{"year":"1997","returns":"0.000%"},{"year":"1998","returns":"0.000%"},{"year":"1999","returns":"0.000%"},{"year":"2000","returns":"0.000%"},{"year":"2001","returns":"0.000%"},{"year":"2002","returns":"0.000%"},{"year":"2003","returns":"0.000%"},{"year":"2004","returns":"0.000%"},{"year":"2005","returns":"0.000%"},{"year":"2006","returns":"0.000%"},{"year":"2007","returns":"0.000%"},{"year":"2008","returns":"-6.840%"},{"year":"2009","returns":"67.852%"},{"year":"2010","returns":"-18.994%"},{"year":"2011","returns":"45.428%"},{"year":"2012","returns":"50.471%"},{"year":"2013","returns":"48.053%"},{"year":"2014","returns":"18.632%"},{"year":"2015","returns":"19.130%"},{"year":"2016","returns":"1.368%"},{"year":"2017","returns":"47.172%"},{"year":"2018","returns":"16.482%"},{"year":"2019","returns":"43.319%"},{"year":"2020","returns":"17.131%"},{"year":"2021","returns":"-0.321%"},{"year":"2022","returns":"-3.390%"},{"year":"2023","returns":"26.308%"},{"year":"2024","returns":"22.322%"},{"year":"2025","returns":"11.756%"},{"year":"2026","returns":"-10.262%"}]},"aux":28,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Financial Services","sector":"Financials","security_type":"Stocks","xtype":null},{"ticker":"VZ","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.112%","ui":"6.469","upi":"2.228","sharpe":"0.585","sortino":"0.865","downsidedeviation":"4.808%","treynor":"-0.351","alpha":"29.646%","ftalpha":"2,035.6","corr":"-51.014%","r_squared":"26.024%","beta":"-0.670"},"describe":{"name":"Verizon Communications","sharesout":"4216.425","marketcap":"206,646.982","price":"49.01","security_type":"Stock","price_previous":"49.46","high_52":"49.46","low_52":"37.746","yield":"5.580%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"5.580%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"27.722%","oneday":"-90.030%","fiveday":"1644.088%","onemonth":"1268.901%","threemonths":"119.244%","sixmonths":"34.380%","ninemonths":"28.575%","one":"27.722%","three":"14.316%","five":"4.235%","ten":"5.210%","ytd":"447.578%","inception":"8.178%"},"total":{"period":"27.567%","oneday":"-0.910%","fiveday":"5.830%","onemonth":"25.634%","threemonths":"21.282%","sixmonths":"16.041%","ninemonths":"20.842%","one":"27.567%","three":"49.093%","five":"22.940%","ten":"65.927%","ytd":"22.412%","inception":"1790.089%"},"years":[{"year":"1989","returns":"62.460%"},{"year":"1990","returns":"0.974%"},{"year":"1991","returns":"-5.239%"},{"year":"1992","returns":"12.468%"},{"year":"1993","returns":"21.226%"},{"year":"1994","returns":"-11.605%"},{"year":"1995","returns":"41.382%"},{"year":"1996","returns":"1.358%"},{"year":"1997","returns":"46.692%"},{"year":"1998","returns":"22.544%"},{"year":"1999","returns":"16.973%"},{"year":"2000","returns":"-16.377%"},{"year":"2001","returns":"-2.514%"},{"year":"2002","returns":"-15.174%"},{"year":"2003","returns":"-5.601%"},{"year":"2004","returns":"20.248%"},{"year":"2005","returns":"-22.186%"},{"year":"2006","returns":"34.623%"},{"year":"2007","returns":"22.194%"},{"year":"2008","returns":"-18.030%"},{"year":"2009","returns":"3.836%"},{"year":"2010","returns":"22.546%"},{"year":"2011","returns":"18.228%"},{"year":"2012","returns":"13.181%"},{"year":"2013","returns":"18.636%"},{"year":"2014","returns":"-0.559%"},{"year":"2015","returns":"3.608%"},{"year":"2016","returns":"20.717%"},{"year":"2017","returns":"4.017%"},{"year":"2018","returns":"11.252%"},{"year":"2019","returns":"13.865%"},{"year":"2020","returns":"-0.117%"},{"year":"2021","returns":"-7.534%"},{"year":"2022","returns":"-20.009%"},{"year":"2023","returns":"2.764%"},{"year":"2024","returns":"13.170%"},{"year":"2025","returns":"8.864%"},{"year":"2026","returns":"22.412%"}]},"aux":29,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Diversified Telecommunication Services","sector":"Communication Services","security_type":"Stocks","xtype":null},{"ticker":"WMT","dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"},"risk":{"sd":"7.544%","ui":"7.700","upi":"2.016","sharpe":"0.594","sortino":"1.257","downsidedeviation":"3.567%","treynor":"0.482","alpha":"19.983%","ftalpha":"391.1","corr":"36.697%","r_squared":"13.467%","beta":"0.511"},"describe":{"name":"Walmart Inc","sharesout":"7970.167","marketcap":"1,067,125.655","price":"133.89","security_type":"Stock","price_previous":"133.64","high_52":"133.89","low_52":"81.237","yield":"0.702%","yieldS":"0.000%","yieldL":"0.000%","yield_all":"0.702%","startdate":{"marketdate":"1","juliandate":"32387","strdate":"09-01-1988"}},"returns":{"dates":{"period":{"dtestart":{"marketdate":"9182","juliandate":"45701","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"oneday":{"dtestart":{"marketdate":"9432","strdate":"2/12/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"fiveday":{"dtestart":{"marketdate":"9428","strdate":"2/6/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"onemonth":{"dtestart":{"marketdate":"9411","strdate":"1/13/2026"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"threemonths":{"dtestart":{"marketdate":"9371","strdate":"11/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"sixmonths":{"dtestart":{"marketdate":"9306","strdate":"8/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ninemonths":{"dtestart":{"marketdate":"9243","strdate":"5/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"one":{"dtestart":{"marketdate":"9182","strdate":"2/13/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"three":{"dtestart":{"marketdate":"8680","strdate":"2/13/2023"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"five":{"dtestart":{"marketdate":"8177","strdate":"2/12/2021"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ten":{"dtestart":{"marketdate":"6918","strdate":"2/12/2016"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"ytd":{"dtestart":{"marketdate":"9403","strdate":"12/31/2025"},"dteend":{"marketdate":"9433","juliandate":"46066","strdate":"2/13/2026"}},"inception":{"dtestart":null,"dteend":null}},"annualized":{"period":"28.834%","oneday":"60.233%","fiveday":"180.559%","onemonth":"239.220%","threemonths":"198.479%","sixmonths":"76.608%","ninemonths":"56.692%","one":"28.834%","three":"42.115%","five":"24.483%","ten":"22.034%","ytd":"369.015%","inception":"14.890%"},"total":{"period":"28.672%","oneday":"0.187%","fiveday":"2.066%","onemonth":"11.241%","threemonths":"30.836%","sixmonths":"33.156%","ninemonths":"40.253%","one":"28.672%","three":"185.528%","five":"197.553%","ten":"628.178%","ytd":"20.178%","inception":"17847.720%"},"years":[{"year":"1989","returns":"43.782%"},{"year":"1990","returns":"35.481%"},{"year":"1991","returns":"95.440%"},{"year":"1992","returns":"9.100%"},{"year":"1993","returns":"-21.540%"},{"year":"1994","returns":"-14.408%"},{"year":"1995","returns":"5.550%"},{"year":"1996","returns":"3.103%"},{"year":"1997","returns":"74.749%"},{"year":"1998","returns":"107.536%"},{"year":"1999","returns":"70.432%"},{"year":"2000","returns":"-22.793%"},{"year":"2001","returns":"8.953%"},{"year":"2002","returns":"-11.763%"},{"year":"2003","returns":"5.732%"},{"year":"2004","returns":"0.508%"},{"year":"2005","returns":"-10.307%"},{"year":"2006","returns":"0.134%"},{"year":"2007","returns":"4.907%"},{"year":"2008","returns":"20.004%"},{"year":"2009","returns":"-2.578%"},{"year":"2010","returns":"3.223%"},{"year":"2011","returns":"13.869%"},{"year":"2012","returns":"16.326%"},{"year":"2013","returns":"18.174%"},{"year":"2014","returns":"11.857%"},{"year":"2015","returns":"-26.640%"},{"year":"2016","returns":"16.035%"},{"year":"2017","returns":"46.542%"},{"year":"2018","returns":"-3.432%"},{"year":"2019","returns":"30.161%"},{"year":"2020","returns":"23.337%"},{"year":"2021","returns":"1.969%"},{"year":"2022","returns":"-0.465%"},{"year":"2023","returns":"12.886%"},{"year":"2024","returns":"73.977%"},{"year":"2025","returns":"24.489%"},{"year":"2026","returns":"20.178%"}]},"aux":30,"err":null,"country":"United States","exchange":"NEW YORK STOCK EXCHANGE","industry":"Consumer Staples Distribution & Retail","sector":"Consumer Staples","security_type":"Stocks","xtype":null}],"err":null}
https://ftl.fasttrack.net/v1/
https://share.fasttrack.net/shares/
https://ftr.fasttrack.net/v1/
Investors FastTrack |
(866) 295-0166
|
support@FastTrack.net
Select Source Family
Stocks
Indexes
Sectors
ETFs
Corporate Bond
Junk Bonds
World Bond
Large Cap
Small Cap
Diversified - iShares
Convertibles
ALL - Commodities
ALL - Alternative
Funds
Corporate Bond
Junk Bonds
World Bond
Large Cap
Small Cap
Diversified - iShares
Convertibles
ALL - Commodities
ALL - Alternative