BACK-TESTING CAGR* (%) OF SOPHIA SET** VERSUS SPY***.

  

12 years period

2007- 2018

SPY

+4.8

SOPHIA SET

+13.7

 

10 years period

2009- 2018

SPY

+10.3

SOPHIA SET

+19.5

 

7 years period

2012- 2018

SPY

+10.0

SOPHIA SET

+18.6

 

5 years

periods

2007-

2011

2008-

2012

2009-

2013

2010-

2014

2011-

2015

2012-2016

2013-2017

2014-

2018

SPY

-2.1

+0.2

+14.5

+12.6

+9.6

+12.1

+13.0

+6.5

SOPHIA

SET

+9.2

+9.0

+26.6

+22.2

+18.9

+19.6

+24.5

+15.7

 

3 years periods

2007-

2009

2008-

2010

2009-

2011

2010-

2012

2011-

2013

2012-

2014

2013-

2015

2014-

2016

2015-

2017

2016-

2018

SPY

-7.2

-4.2

+11.1

+8.9

+12.9

+17.2

+11.3

+7.1

+9.4

+7.4

SOPHIA

SET

+6.0

+6.3

+23.6

+15.5

+21.2

+29.1

+22.3

+15.0

+20.1

+16.7

 

1 year periods

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

SPY

+3

-36

+22

+12

+0

+15

+25

+12

-2

+12

+19

-7

+30

SOPHIA

SET

+21

-29

+54

+19

+5

+21

+41

+28

+5

+19

+40

-1

+37

 

*CAGR (%) is the Compound Annual Growth Rate in %.

**The SOPHIA SET is the set of stocks recommended by SOPHIA-INVESTING WISELY. It does not include the protection mechanism.

***SPY is an ETF tracking the S&P 500.