Prime Long Only Unlevered vs. the World’s largest Long Only Unlevered Funds
Prime Long Only Unlevered vs. the World’s Largest Long Only Unlevered Funds
Prime ranked #1 Long Only Unlevered Fund compared to Morningstar's Top 50 Largest Mutual Funds & ETFs.
Prime Long Only Unlevered Vs. The World's Largest Long Only Unlevered Funds
Sorted by best performance
For the period 1/20/2009 - 12/31/2023 (15 Years)
Fund | Total Return | Gross Expense Ratio | Correlation to the S&P 500 | Average Market Cap | Morningstar Institutional Category |
|
1 | Prime Long Only Unlevered (Gross of Fees) | 1880% | - | 0.66 | 157B | Large Core Growth |
2 | Invesco QQQ Trust | 1365% | 0.20 | 0.91 | 342B | Technology |
3 | Vanguard 500 Index | 493% | 0.14 | 0.99 | 216B | S&P 500 Tracking |
4 | Vanguard Total Stock Market Index | 492% | 0.14 | 0.99 | 131B | Large Core |
5 | Vanguard Total Stock Market ETF | 492% | 0.03 | 0.99 | 131B | Large Core |
6 | iShares Core S&P 500 ETF | 492% | 0.03 | 0.99 | 223B | S&P 500 Tracking |
7 | SPDR® S&P 500 EFT Trust | 490% | 0.09 | 0.99 | 222B | S&P 500 Tracking |
8 | Vanguard Institutional Index I | 434% | 0.04 | 0.99 | 216B | S&P 500 Tracking |
9 | Vanguard Value ETF | 319% | 0.04 | 0.95 | 101B | Large Deep Value |
10 | Vanguard Value Index Inv | 319% | 0.17 | 0.95 | 101B | Large Deep Value |
11 | Fidelity® Contrafund® | 292% | 0.55 | 0.89 | 367B | Large Core Growth |
12 | Dodge & Coz Stock I | 266% | 0.51 | 0.92 | 84B | Large Core Value |
13 | American Funds Growth Fund of America | 236% | 0.40 | 0.89 | 137B | Large Core Growth |
14 | American Funds New Perspective | 227% | 0.51 | 0.92 | 117B | World Large Growth |
15 | American Funds Fundamental Investors | 215% | 0.39 | 0.95 | 115B | Large Core |
16 | American Funds Washington Mutual | 200% | 0.37 | 0.94 | 146B | Large Core |
17 | American Funds Investment Company of America | 161% | 0.38 | 0.94 | 174B | Giant Core |
18 | American Funds Capital World Growth & Inc Fund | 155% | 0.53 | 0.93 | 100B | World Large Core |
19 | American Funds Europacific Growth | 118% | 0.57 | 0.86 | 57B | Foreign Large Growth |
20 | Vanguard FTSE Developed Markets ETF | 108% | 0.05 | 0.88 | 29B | Foreign Large Core |
21 | Vanguard Developed Markets Index | 107% | 0.07 | 0.87 | 29B | Foreign Large Core |