Compare fund returns

Growth of $10,000 — toggle any fund against the S&P 500 and NASDAQ.

Growth of $10k · 20032026 · total return (div-adjusted)

$0$56k$113k$169k$225k20032006200920122015201820212024

Benchmarks

Accessible funds

Popular comparisons

Every fund vs the S&P 500

Pershing Squaresince 201717.5%/yr
Scottish Mortgagesince 200316.0%/yr
Fidelity Growth Companysince 200315.2%/yr
Akre Focussince 200914.4%/yr
Vanguard PRIMECAPsince 200312.7%/yr
Fidelity Contrafundsince 200312.7%/yr
Polen Growthsince 201011.0%/yr
F&C Investment Trustsince 200311.0%/yr
T. Rowe Price Mid-Cap Growthsince 200310.6%/yr
Yacktman Fundsince 200310.2%/yr
Oakmark Fundsince 200310.0%/yr
Finsbury Growth & Incomesince 20039.8%/yr
Berkshire Hathawaysince 20039.8%/yr
Fidelity Low-Priced Stocksince 20039.8%/yr
Lindsell Train ITsince 20039.6%/yr
Dodge & Cox Stocksince 20039.3%/yr
First Eagle Globalsince 20039.0%/yr
FPA Crescentsince 20038.5%/yr
RIT Capital Partnerssince 20037.9%/yr
Sequoia Fundsince 20031.7%/yr
Greenlight (GLRE proxy)since 2007-1.4%/yr
S&P 500 (SPY)since 200310.4%/yr

CAGR over each vehicle’s own available history (different start years). Total return, dividend-adjusted. Not financial advice.