Name Funds
holding
Growth Growth % Return since
30 Sep ‘16
2001
56 +1 +2% 42.7%
2002
56 +1 +2% 75.2%
2003
225 +4 +2% 635%
SPY icon
2004
SPDR S&P 500 ETF Trust
SPY
$714B
1,520 +27 +2% 220%
2005
282 +5 +2% 230%
2006
1,864 +33 +2% 721%
2007
453 +8 +2% 82.2%
2008
227 +4 +2% 37.2%
2009
114 +2 +2% 103%
2010
632 +11 +2% 19.6%
BTI icon
2011
British American Tobacco
BTI
$126B
289 +5 +2% 8.79%
2012
232 +4 +2% 588%
2013
58 +1 +2% 18.1%
2014
175 +3 +2% 237%
2015
292 +5 +2% 151%
2016
117 +2 +2% 98.8%
2017
176 +3 +2% 0.24%
2018
59 +1 +2% 87.3%
2019
593 +10 +2% 473%
2020
357 +6 +2% 159%
2021
420 +7 +2% 256%
2022
180 +3 +2% 99.3%
2023
120 +2 +2% 466%
2024
849 +14 +2% 6.78%
2025
61 +1 +2% 13.4%