Total-return comparison vs the S&P 500 and NASDAQ — growth of $10,000.
Growth of $10k · 2003–2026 · total return (div-adjusted)
Benchmarks
Accessible funds
| Fund / index | Vehicle | Since | CAGR (full history) |
|---|---|---|---|
| Finsbury Growth & Income | $FGT.L | 2003 | 10.2% |
| S&P 500 | $SPY | 2003 | 10.7% |
| NASDAQ-100 | $QQQ | 2003 | 14.7% |
Dividend/split-adjusted total return. Mutual funds use NAV, listed trusts use share price. Past performance does not predict future results. Not financial advice.
S&P 500 leads with a 10.7% annualized return since 2003, vs 10.2% for Finsbury Growth & Income (total return, dividend-adjusted).
$10,000 invested in Finsbury Growth & Income (FGT.L) at the end of 2003 would be worth about $93.4k as of 2026, a 10.2% compound annual growth rate.
$10,000 invested in S&P 500 (SPY) at the end of 2003 would be worth about $105k as of 2026, a 10.7% compound annual growth rate.