30+ years of verifiable results with our AI Score system. Consistently outperforming the S&P 500 since 1994.
Calculation Method
Returns shown are calculated as simple sum of monthly returns, not compound interest. This means we add the percentages of each month without reinvesting gains.
Example: +10% in January and +5% in February = +15% total (simple sum)
Annual Returns - Simple Sum
Each annual return represents the sum of the year's monthly returns. No compound interest is applied between months.
For example, the 2024 return (+145.8%) is the sum of the 12 monthly returns, not the result of multiplying (1 + r1) × (1 + r2) × ... × (1 + r12).
Past performance does not guarantee future results. All investments carry risk, including the possible loss of invested capital. This information is for educational purposes only and does not constitute personalized financial advice.