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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

Sun, Dec 31 2023

Written by Pouya Yadegar

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
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

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 2023, who submit their price data to Morningstar, whose long asset allocation percentage is greater than 90%, and whose base currency is USD were included. Expense ratios and average market caps are 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.