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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

Thu, Oct 31 2024

Written by Pouya Yadegar

Prime ranked #1 Long Only Unlevered Fund compared to Morningstar's Top 50 Largest Mutual Funds & ETFs (16 years).

Prime Long Only Unlevered Vs. The World's Largest Long Only Unlevered Funds

Sorted by best performance

For the period 1/20/2009 - 12/31/2024 (16 Years)

Fund Total Return Gross Expense Ratio Correlation to the S&P 500 Average Market Cap Morningstar
Morningstar Institutional Category
1 Prime Long Only Unlevered, Gross of Fees 2388% - 0.67 159B Large Core Growth
2 Invesco QQQ Trust 1729% 0.20 0.96 342B Technology
3 Vanguard 500 Index 632% 0.14 1 345B S&P 500 Tracking
4 iShares Core S&P 500 ETF 630% 0.30 0.99 131B S&P 500 Tracking
5 SPDR® S&P 500 ETF Trust 627% 0.09 1 131B S&P 500 Tracking
6 Vanguard Total Stock Market ETF 623% 0.03 0.99 223B Large Core
7 Vanguard Total Stock Market Index 623% 0.14 0.99 209B Large Core
8 Vanguard Institutional Index I 623% 0.14 0.96 345B S&P 500 Tracking
9 Fidelity® Contrafund® 412% 0.39 0.72 566B Large Core Growth
10 Vanguard Value Index Investor 375% 0.17 0.87 134B Large Deep Value
11 Vanguard Value ETF 374% 0.04 0.86 367B Large Deep Value
12 American Funds Growth Fund of America 296% 0.40 0.89 257B Large Core Growth
13 Dodge & Cox Stock I 286% 0.51 0.75 95B Large Core Value
14 American Funds New Perspective 263% 0.52 0.56 179B World Large Growth
15 American Funds Fundamental Investors 256% 0.38 0.88 189B Large Core
16 American Funds Washington Mutual 223% 0.37 0.6 205B Large Core
17 American Funds Investment Company of America 199% 0.37 0.53 279B Giant Core
18 American Funds Capital World Growth & Income 170% 0.52 0.51 148B World Large Core
19 American Funds Europacific Growth 114% 0.57 0.38 77B Foreign Large Growth
20 Vanguard FTSE Developed Markets ETF 108% 0.06 0.62 29B Foreign Large Core
21 Vanguard Developed Markets Index 106% 0.08 0.58 33B Foreign Large Core

Past performance does not guarantee future results. To compile this report, we ranked the top 50 largest Mutual Funds and top 50 largest ETF Funds in the world by Fund Size as of Q3 2023, then sorted by best performance. Source: Morningstar. Only unlevered equity Funds with performance from January 20, 2009 (Prime's inception date) until December 31, 2024, whose long asset allocation percentage is greater than 90%, and whose base currency is USD were included. Total return, expense ratios, and correlation figures are as of December 2024. Average market caps for Prime and mutual funds as of December 2024; ETFs as of Q3 2023. “Large Core Growth” was used for Prime's “Morningstar Institutional Category” as our strategy closely resembles Morningstar's description of this peer group.