Name Funds
holding
Growth Growth % Return since
30 Jun ‘18
2001
92 +3 +3% 185%
2002
92 +3 +3% 1.1%
2003
338 +11 +3% 88.1%
WLY icon
2004
John Wiley & Sons Class A
WLY
$2B
277 +9 +3% 39.9%
2005
708 +23 +3% 61.5%
2006
154 +5 +3% 44.6%
2007
154 +5 +3% 0.87%
2008
493 +16 +3% 20.8%
2009
1,356 +44 +3% 10.6%
2010
432 +14 +3% 125%
EUO icon
2011
ProShares UltraShort Euro
EUO
$35.4M
31 +1 +3% 29.4%
2012
31 +1 +3% 84.8%
2013
31 +1 +3% 48.1%
2014
31 +1 +3% 53.3%
2015
187 +6 +3% 24.2%
2016
967 +31 +3% 66.9%
2017
156 +5 +3% 12.9%
2018
156 +5 +3% 19.9%
2019
219 +7 +3% 10.2%
2020
94 +3 +3% 17.1%
2021
440 +14 +3% 236%
2022
724 +23 +3% 42%
2023
126 +4 +3% 85.1%
2024
63 +2 +3% 29.9%
2025
190 +6 +3% 110%