September was an excellent month for these screens and the overall market. The S&P 500 has been tough to beat, with a YTD return of 22% and a 1-year return of 36% through Sep. 30. But 3 of our screens - Liquid_Cons, Naz_Cons and VG_Horse - are now beating the market’s 1-year return. VG_Horse continues to win this race with an astounding 1-year return of 114%. And 8 of these 9 screens are beating the market on a 10-year total return basis. The champ there is Naz_Cons, with a 10-year annualized return of 26.6%. It’s been a great year so far, with the market setting new record highs at least 40 times. Q4, here we come.
| Screen | YTD Return | 1-yr Return | 10 yr CAGR | 1 | 2 | 3 | 4 | 5 |
|---|---|---|---|---|---|---|---|---|
| High_Relative_Val | 18.7 | 34.5 | 13.7 | PRGS | PPC | CBL | MHO | CMPO |
| Liquid_Cons | 20.6 | 46.6 | 18.0 | PLTR | NRG | HWM | IRM | NVDA |
| Naz_Cons | 26.5 | 53.9 | 26.6 | NVDA | META | SMCI | AVGO | NFLX |
| ROE_Cash | 13.3 | 28.5 | 14.3 | REGN | ISRG | CPNG | MELI | WDAY |
| Tech_Growers | -18.1 | -7.9 | 12.0 | ZETA | KVYO | MELI | RDDT | YMM |
| Up_5% | 6.2 | 22.1 | 13.5 | VHI | ESEA | RKT | KRC | ALK |
| Up_5X3 | 14.4 | 32.8 | 17.9 | CTGO | KRC | SITC | LI | ALK |
| VG_Horse | 48.1 | 114.7 | 20.4 | WLFC | CLMB | RAIL | ESEA | HBB |
| WK__Voom | 18.4 | 24.6 | 16.7 | RAIL | PRTH | RDFN | SWIM | PBI |
| S&P 500 | 22.2 | 36.5 | 13.4 |