Description
Exceptional & Rich U.S. 100 is an investment portfolio product tracked on the AlphaBlock platform, composed of 100 U.S. equity components and benchmarked against the S&P 100 for relative outperformance. Reported historical performance metrics include an average annualized return of 13.96%, average annualized excess return of 8.37%, annualized volatility of 20.03%, annualized excess volatility of 1%, average tracking error of 6.45%, and an average information ratio of 1.27, with an average holding period of roughly 18 months. The portfolio remains always invested (no cash-out periods) and its top holdings include Caterpillar, ServiceNow, NVIDIA, Pfizer, Altria Group, Eli Lilly, Microsoft, FedEx, Cisco Systems, and Southern Company. The product page also presents rolling 2-year and 3-year annualized return comparisons against the benchmark and a historical drawdown analysis chart tracking weekly drops exceeding 10%.