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Institutional Conviction Index
Institutional Conviction Index
S&P 500
The Wall St. Rank™ Institutional Conviction Index is constructed using a basket of stocks most commonly found in institutional fund manager portfolios ($100M+ assets under management) with the highest weightage.
This portfolio is rebalanced the day after the regulatory filing deadline for disclosing fund manager holdings, which typically falls on the 46th day of each quarter.
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Total Return Since 2014
+1,147.3%
S&P 500: +317.7%
1Y Return
+53%
S&P 500: +12%
3Y Return
+331.3%
S&P 500: +87.5%
5Y Return
+267.9%
S&P 500: +67.6%
10Y Return
+892.1%
S&P 500: +263.1%
CAGR
25.8%
S&P 500: 13.8%
Annualised Mean
27.2%
S&P 500: 14.6%
Std Dev
28.8%
S&P 500: 18.1%
Max Drawdown
-30.3%
S&P 500: -33.9%
Beta
1.25
S&P 500: 1
Alpha
9%
S&P 500: 0%
Sharpe
0.94
S&P 500: 0.81
Sortino
1.37
S&P 500: 1.13
Portfolio
The 2026 Q3 portfolio was rebalanced on Monday, August 17, 2026, based on 2026 Q2 fund manager portfolio holdings and trading patterns.
2026 Q3 Return to Date
Institutional Conviction Index
-6.1%
S&P 500
-0.5%