Investment Performance Comparison

S&P 500 · Nasdaq 100 · S&P Retail · Goldman Sachs Gold ETF (AAAU) · Bitcoin · Stable Rocks Fund (5% quarterly) — Sep 2024 to Jun 2026

Initial Investment Amount

$10,000

Ranked by Performance (Highest → Lowest) LIVE

Portfolio Value Over Time

Month	S&P 500	Nasdaq 100	S&P Retail	AAAU Gold	Bitcoin	Stable Rocks

Class Performance Over The Time

Sep 2024 — Jun 2026 · Initial Investment: $3,000,000

Initial Investment

$3,000,000

Sep 2024

Current Value

$10,417,944

+$7,417,944 · +247.3%

Avg. Monthly Return

5.97%

21 months

Best Month

+11.96%

Apr 2025

Worst Month

-0.73%

Aug 2025

Portfolio Growth Curve

Cumulative value of $3,000,000 investment over time

Asset Allocation

Initial distribution · $3,000,000

Performance Metrics Comparison

Performance Net vs Fund Returns vs Investor Returns

Monthly Fund Returns

Weighted portfolio performance

Asset Class Performance

Individual asset growth curves