Name Funds
holding
Growth Growth % Return since
30 Jun ‘16
2001
519 +14 +3% 58.8%
2002
445 +12 +3% 224%
2003
520 +14 +3% 10%
VV icon
2004
Vanguard Large-Cap ETF
VV
$47.8B
300 +8 +3% 232%
2005
75 +2 +3% 300%
2006
75 +2 +3% 13.5%
2007
263 +7 +3% 471%
2008
226 +6 +3% 283%
2009
379 +10 +3% 110%
2010
228 +6 +3% 197%
UEIC icon
2011
Universal Electronics
UEIC
$51.1M
152 +4 +3% 94.7%
2012
114 +3 +3% 223%
2013
38 +1 +3% 71.4%
2014
38 +1 +3% 44.8%
2015
38 +1 +3% 6.95%
2016
913 +24 +3% 129%
2017
115 +3 +3% 45.7%
2018
307 +8 +3% 326%
2019
231 +6 +3% 45.4%
2020
154 +4 +3% 0.48%
2021
77 +2 +3% 129%
2022
503 +13 +3% 119%
2023
271 +7 +3% 58.4%
2024
505 +13 +3% 152%
2025
156 +4 +3% 38.6%