|
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.