CEF is not in the screener universe; fundamentals are unavailable.
| Market Cap | — | Trading Days | 5315 |
| 52W High | 61.37 |
| 52W Low | 30.02 |
| % Off High | −35.23% |
| YTD | −13.21% | 1Y | 29.61% |
| 3Y | 114.17% | 5Y | 114.52% |
| 10Y | 182.38% | Since incept. (ann.) | 9.93% |
| Ann. Volatility (1Y) | 39.96% | Ann. Volatility (3Y) | 27.94% |
| Sharpe (1Y) | 0.86 | Sharpe (3Y) | 1.07 |
| Max Drawdown (1Y) | −34.12% | Max Drawdown (3Y) | −34.12% |
| Beta (3Y, vs SPY) | 0.23 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | $1.11T | — |
| JPM | JPMORGAN CHASE & CO | $957.42B | 17.8 |
| RNI.JO | REINET INVESTMENTS S.C.A. | $481.50B | — |
| BAC | BANK OF AMERICA CORP /DE/ | $444.39B | 16.4 |
| UNH | UNITEDHEALTH GROUP INC | $389.40B | 32.4 |
| MS | MORGAN STANLEY | $333.72B | 20.7 |
| GS | GOLDMAN SACHS GROUP INC | $304.84B | 20.1 |
| WFC | WELLS FARGO & COMPANY/MN | $265.84B | 13.9 |
| C | CITIGROUP INC | $231.73B | 19.0 |
| AXP | AMERICAN EXPRESS CO | $227.33B | 21.9 |
| TD | TORONTO DOMINION BANK | $203.43B | — |
| SCHW | SCHWAB CHARLES CORP | $184.30B |
| 22.8 |
