Fidelity Rollover 8.15.24

Performance

Risk-Adjusted Performance

Dividends

Drawdowns

Volatility

Diversification

Fidelity Rollover 8.15.24

Last updated Sep 21, 2024

Asset Allocation

Position	Category/Sector	Weight
AAPL Apple Inc	Technology	2.06%
ADBE Adobe Inc	Technology	1.36%
ANET Arista Networks, Inc.	Technology	2.19%
AVGO Broadcom Inc.	Technology	3.03%
AXON Axon Enterprise, Inc.	Industrials	2.31%
BLDR Builders FirstSource, Inc.	Industrials	1.01%
BRO Brown & Brown, Inc.	Financial Services	3.10%
COST Costco Wholesale Corporation	Consumer Defensive	1.07%
CTAS Cintas Corporation	Industrials	2.84%
DECK Deckers Outdoor Corporation	Consumer Cyclical	2.89%
DHI D.R. Horton, Inc.	Consumer Cyclical	1.61%
FICO Fair Isaac Corporation	Technology	3.27%
FTNT Fortinet, Inc.	Technology	1.79%
GDDY GoDaddy Inc.	Technology	2.98%
INTU Intuit Inc.	Technology	1.19%
IRM Iron Mountain Incorporated	Real Estate	2.67%
ISRG Intuitive Surgical, Inc.	Healthcare	2.92%
KLAC KLA Corporation	Technology	3.04%
LLY Eli Lilly and Company	Healthcare	3.42%
META Meta Platforms, Inc.	Communication Services	2.64%
MOH		1.69%
MPWR		2.23%
MSCI		1.73%
MSI		3.10%
MUSA		2.80%
NFLX		2.04%
NOW		3.06%
NVDA		5.98%
NVR		5.27%
ODFL		0.97%
ORLY		1.38%
PANW		2.11%
PGR		2.60%
PHM		1.13%
PWR		1.65%
TDG		1.56%
TSLA		2.63%
TT		0.64%
UNH		2.83%
USD=X		4.37%
WELL		2.84%

Benchmark

Rebalance portfolio

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Rollover 8.15.24, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly

Fidelity Rollover 8.15.24

Benchmark (^GSPC)

Portfolio components

The earliest data available for this chart is Mar 31, 2015, corresponding to the inception date of GDDY

Returns By Period

	Year-To-Date	1 month	6 months	1 year	5 years (annualized)	10 years (annualized)
^GSPC S&P 500	19.55%	1.45%	8.95%	31.70%	13.79%	11.17%
Fidelity Rollover 8.15.24	42.43%	1.59%	20.61%	69.32%	37.74%	N/A
Portfolio components:
MPWR	41.79%	-5.90%	33.03%	103.87%	41.34%	N/A
META Meta Platforms, Inc.	59.07%	4.99%	10.37%	90.39%	23.35%	21.86%
NVDA	134.29%	-9.72%	23.05%	182.90%	88.97%	N/A
AVGO Broadcom Inc.	54.93%	3.55%	27.23%	114.92%	45.55%	38.23%
ANET Arista Networks, Inc.	63.25%	8.03%	25.47%	116.16%	43.14%	33.74%
MSCI	-1.64%	-1.82%	0.30%	8.24%	19.91%	N/A
FICO Fair Isaac Corporation	66.20%	10.45%	51.53%	117.41%	42.22%	42.62%
GDDY GoDaddy Inc.	51.23%	-2.66%	32.01%	119.42%	18.51%	N/A
NFLX	43.98%	0.56%	11.63%	82.49%	20.17%	N/A
LLY Eli Lilly and Company	58.85%	-3.20%	19.95%	68.63%	51.16%	32.82%
KLAC KLA Corporation	31.34%	-8.26%	7.21%	71.30%	37.54%	30.74%
PANW	15.34%	-5.46%	18.60%	49.54%	35.92%	N/A
NOW	32.68%	11.70%	21.08%	70.57%	27.06%	N/A
ODFL	-3.91%	-4.27%	-11.79%	-2.56%	27.36%	N/A
MSI	42.45%	4.19%	27.59%	60.23%	22.43%	N/A
CTAS Cintas Corporation	36.35%	4.30%	28.23%	63.32%	26.63%	30.20%
FTNT Fortinet, Inc.	31.18%	1.80%	12.42%	30.62%	35.96%	31.22%
AXON Axon Enterprise, Inc.	52.24%	4.85%	24.33%	100.53%	42.19%	37.99%
INTU Intuit Inc.	3.64%	-3.80%	0.47%	28.65%	19.09%	23.47%
PGR	63.73%	9.24%	26.15%	83.27%	29.56%	N/A
AAPL Apple Inc	18.98%	0.80%	32.79%	31.87%	32.73%	25.97%
COST Costco Wholesale Corporation	38.02%	2.90%	23.81%	68.17%	27.01%	24.53%
BRO Brown & Brown, Inc.	42.70%	-2.37%	17.79%	40.48%	22.75%	21.34%
ISRG Intuitive Surgical, Inc.	44.12%	-0.25%	23.38%	70.99%	21.54%	25.43%
DECK Deckers Outdoor Corporation	35.30%	-5.55%	-1.96%	79.02%	44.12%	25.03%
DHI D.R. Horton, Inc.	27.00%	2.91%	19.03%	77.41%	30.15%	26.02%
PWR	34.89%	7.99%	13.74%	56.24%	48.86%	N/A
TDG	39.19%	7.18%	14.36%	73.20%	23.72%	N/A
PHM	38.11%	10.52%	22.21%	93.29%	31.93%	N/A
TT	59.10%	9.73%	28.84%	96.62%	32.84%	N/A
NVR	35.32%	6.22%	18.83%	60.87%	20.32%	N/A
ADBE Adobe Inc	-12.45%	-7.69%	4.56%	1.64%	12.96%	22.70%
WELL	41.50%	7.69%	37.67%	53.48%	10.41%	N/A
MOH	-2.74%	1.22%	-15.26%	4.97%	24.17%	N/A
BLDR Builders FirstSource, Inc.	18.45%	17.53%	-6.08%	63.39%	55.26%	42.22%
IRM Iron Mountain Incorporated	68.46%	3.54%	47.16%	92.89%	35.09%	20.81%
TSLA	-4.12%	6.71%	39.47%	-6.82%	68.37%	N/A
UNH	10.50%	-0.18%	18.25%	16.49%	20.77%	N/A
ORLY	16.73%	-2.56%	-5.01%	19.71%	21.83%	N/A
MUSA	39.64%	-2.80%	20.59%	46.76%	40.64%	N/A
USD=X	0.00%	0.00%	0.00%	0.00%	0.00%	N/A

Monthly Returns

The table below presents the monthly returns of Fidelity Rollover 8.15.24, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Total
2024	4.17%	9.62%	3.09%	-4.61%	6.63%	5.91%	4.23%	6.55%					42.43%
2023	9.98%	2.04%	7.09%	1.89%	5.59%	8.96%	2.62%	1.40%	-4.45%	-0.25%	12.62%	5.47%	65.96%
2022	-9.39%	-1.77%	4.66%	-10.75%	0.75%	-6.84%	12.24%	-3.52%	-7.42%	8.37%	8.54%	-5.27%	-12.81%
2021	0.19%	2.62%	2.82%	5.93%	0.31%	6.53%	4.31%	3.92%	-4.33%	8.99%	2.99%	5.48%	46.93%
2020	4.51%	-4.30%	-12.88%	15.02%	8.86%	4.38%	8.64%	9.36%	-2.39%	-2.31%	11.07%	6.02%	51.95%
2019	9.32%	6.24%	3.56%	3.61%	-6.46%	6.84%	2.50%	-0.32%	0.06%	5.04%	5.61%	3.17%	45.75%
2018	6.72%	-0.55%	-0.45%	2.19%	7.01%	1.33%	1.84%	7.27%	-1.34%	-7.84%	1.35%	-6.09%	10.67%
2017	5.47%	3.37%	2.79%	1.88%	6.04%	1.49%	3.18%	1.80%	2.86%	5.42%	3.99%	-0.34%	45.05%
2016	-6.26%	3.02%	7.63%	-0.96%	4.71%	0.74%	6.49%	1.01%	1.54%	-2.17%	3.60%	2.20%	22.86%
2015				1.30%	3.84%	-0.20%	2.89%	-3.70%	-0.13%	5.13%	2.93%	-0.20%	12.20%

Expense Ratio

Fidelity Rollover 8.15.24 has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of Fidelity Rollover 8.15.24 is 98, placing it in the top 2% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

Fidelity Rollover 8.15.24

Sharpe Ratio Rank

Sortino Ratio Rank

Omega Ratio Rank

Calmar Ratio Rank

Martin Ratio Rank

The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Fidelity Rollover 8.15.24

^GSPC

Portfolio components

	Sharpe ratio	Sortino ratio	Omega ratio	Calmar ratio	Martin ratio
MPWR	1.96	2.64	1.33	3.00	12.31
META Meta Platforms, Inc.	2.31	3.21	1.45	3.43	13.77
NVDA	3.18	3.47	1.45	6.04	18.88
AVGO Broadcom Inc.	2.45	3.01	1.40	4.39	13.53
ANET Arista Networks, Inc.	2.56	3.17	1.44	5.36	16.36
MSCI	0.41	0.74	1.11	0.35	1.00
FICO Fair Isaac Corporation	4.12	4.11	1.63	7.43	24.03
GDDY GoDaddy Inc.	4.64	6.28	1.87	5.16	43.71
NFLX	2.70	3.82	1.51	1.72	19.90
LLY Eli Lilly and Company	2.49	3.29	1.45	3.97	14.80
KLAC KLA Corporation	1.66	2.15	1.30	3.00	9.09
PANW	1.00	1.34	1.24	1.44	3.00
NOW	2.14	2.62	1.40	2.90	11.39
ODFL	-0.10	0.07	1.01	-0.13	-0.27
MSI	3.69	5.11	1.73	7.61	28.04
CTAS Cintas Corporation	3.89	6.18	1.80	8.85	38.67
FTNT Fortinet, Inc.	0.82	1.52	1.22	0.83	2.75
AXON Axon Enterprise, Inc.	2.99	4.83	1.61	6.51	17.12
INTU Intuit Inc.	0.96	1.34	1.19	0.85	4.51
PGR	3.98	5.34	1.73	11.76	34.91
AAPL Apple Inc	1.45	2.16	1.28	1.93	4.51
COST Costco Wholesale Corporation	3.28	3.87	1.60	6.16	16.10
BRO Brown & Brown, Inc.	2.43	3.37	1.45	4.44	14.29
ISRG Intuitive Surgical, Inc.	2.51	3.47	1.48	2.31	18.10
DECK Deckers Outdoor Corporation	1.91	3.10	1.39	3.34	7.98
DHI D.R. Horton, Inc.	2.62	3.31	1.46	3.71	11.61
PWR	2.06	2.85	1.38	2.80	12.43
TDG	3.47	4.44	1.59	6.60	21.15
PHM	3.20	4.05	1.52	5.17	18.65
TT	3.60	4.59	1.64	7.41	29.24
NVR	2.50	3.31	1.44	3.42	13.35
ADBE Adobe Inc	0.02	0.26	1.04	0.02	0.05
WELL	3.19	4.46	1.57	4.32	26.12
MOH	0.24	0.58	1.07	0.22	0.47
BLDR Builders FirstSource, Inc.	1.43	1.91	1.28	1.74	3.91
IRM Iron Mountain Incorporated	4.48	5.34	1.72	10.41	36.19
TSLA	-0.16	0.14	1.02	-0.13	-0.36
UNH	0.66	1.08	1.14	0.72	1.91
ORLY	1.20	1.68	1.24	1.31	3.23
MUSA	1.84	2.75	1.33	5.36	13.79
USD=X	—	—	—	—	—

Sharpe Ratio

The current Fidelity Rollover 8.15.24 Sharpe ratio is 4.43. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.91 to 2.59, this portfolio's current Sharpe ratio is in the top 25%, it signifies superior risk-adjusted performance. This means that for the level of risk undertaken, the portfolio is generating impressive returns compared to most others.

Use the chart below to compare the Sharpe ratio of Fidelity Rollover 8.15.24 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Fidelity Rollover 8.15.24

Benchmark (^GSPC)

Portfolio components

Dividends

Dividend yield

Fidelity Rollover 8.15.24 granted a 0.47% dividend yield in the last twelve months.

	TTM	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013
Fidelity Rollover 8.15.24	0.47%	0.58%	0.72%	0.71%	0.88%	1.11%	1.00%	1.03%	1.11%	1.04%	1.97%	1.16%
Portfolio components:
MPWR	0.50%	0.63%	0.85%	0.49%	0.55%	0.90%	1.03%	0.71%	0.98%	1.26%	0.90%	0.00%
META Meta Platforms, Inc.	0.27%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NVDA	0.02%	0.03%	0.11%	0.05%	0.12%	0.27%	0.46%	0.30%	0.46%	1.19%	1.68%	1.95%
AVGO Broadcom Inc.	1.23%	1.71%	3.02%	2.24%	3.05%	3.54%	3.11%	1.87%	1.43%	1.13%	1.22%	1.66%
ANET Arista Networks, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MSCI	1.12%	0.98%	0.98%	0.59%	0.65%	0.98%	1.30%	1.04%	1.27%	1.11%	0.38%	0.00%
FICO Fair Isaac Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.01%	0.07%	0.08%	0.11%	0.13%
GDDY GoDaddy Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NFLX	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LLY Eli Lilly and Company	0.55%	0.78%	1.07%	1.23%	1.75%	1.96%	1.94%	2.46%	2.77%	2.37%	2.84%	3.84%
KLAC KLA Corporation	0.76%	0.92%	1.25%	0.91%	1.35%	1.74%	3.17%	2.15%	2.67%	2.94%	26.17%	2.64%
PANW	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
NOW	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ODFL	0.51%	0.39%	0.42%	0.22%	0.31%	0.36%	0.74%	0.30%	0.00%	0.00%	0.00%	0.00%
MSI	0.89%	1.16%	1.26%	1.07%	1.55%	1.46%	1.85%	2.14%	2.05%	2.09%	1.94%	1.69%
CTAS Cintas Corporation	0.69%	0.83%	0.93%	0.77%	0.79%	0.95%	1.22%	1.04%	1.15%	1.15%	2.17%	1.28%
FTNT Fortinet, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AXON Axon Enterprise, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
INTU Intuit Inc.	0.56%	0.52%	0.72%	0.38%	0.42%	0.74%	0.83%	0.89%	1.08%	1.09%	0.89%	0.92%
PGR	0.44%	0.25%	0.31%	6.23%	2.68%	3.87%	1.86%	1.21%	2.50%	2.16%	5.53%	1.05%
AAPL Apple Inc	0.43%	0.49%	0.70%	0.49%	0.61%	1.04%	1.79%	1.45%	1.93%	1.93%	1.67%	2.10%
COST Costco Wholesale Corporation	2.13%	2.87%	0.76%	0.54%	3.38%	0.86%	1.08%	4.81%	1.09%	4.06%	0.97%	1.01%
BRO Brown & Brown, Inc.	0.51%	0.67%	0.74%	0.54%	0.73%	0.82%	1.11%	1.08%	1.12%	1.41%	1.25%	1.18%
ISRG Intuitive Surgical, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DECK Deckers Outdoor Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DHI D.R. Horton, Inc.	0.63%	0.69%	1.04%	0.76%	1.05%	1.18%	1.51%	0.83%	1.24%	0.84%	0.79%	0.67%
PWR	0.12%	0.15%	0.25%	0.16%	0.29%	0.42%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%
TDG	2.49%	3.46%	2.94%	0.00%	0.00%	11.16%	0.00%	8.01%	9.64%	0.00%	12.73%	13.66%
PHM	0.56%	0.66%	1.34%	1.00%	1.16%	1.16%	1.46%	1.08%	1.96%	1.85%	1.07%	0.74%
TT	0.85%	1.23%	1.59%	1.17%	1.46%	1.59%	2.15%	1.91%	1.81%	2.10%	1.58%	1.09%
NVR	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ADBE Adobe Inc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WELL	2.00%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%	4.20%	5.71%
MOH	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BLDR Builders FirstSource, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IRM Iron Mountain Incorporated	2.31%	3.63%	4.96%	4.73%	8.39%	7.69%	7.32%	5.93%	6.17%	7.07%	6.00%	4.39%
TSLA	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UNH	1.38%	1.38%	1.21%	1.12%	1.38%	1.41%	1.38%	1.30%	1.48%	1.59%	1.39%	1.40%
ORLY	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
MUSA	0.35%	0.43%	0.45%	0.52%	0.19%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
USD=X	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

Fidelity Rollover 8.15.24

Benchmark (^GSPC)

Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Rollover 8.15.24. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Rollover 8.15.24 was 33.97%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.

The current Fidelity Rollover 8.15.24 drawdown is 0.17%.

Depth	Start	To Bottom	Bottom	To Recover	End	Total
-33.97%	Feb 20, 2020	23	Mar 23, 2020	54	Jun 5, 2020	77
-26.62%	Dec 30, 2021	121	Jun 16, 2022	198	Mar 21, 2023	319
-19.65%	Sep 17, 2018	71	Dec 24, 2018	44	Feb 22, 2019	115
-15.35%	Dec 7, 2015	50	Feb 11, 2016	33	Mar 29, 2016	83
-10.23%	Aug 18, 2015	6	Aug 25, 2015	46	Oct 28, 2015	52

Volatility

Volatility Chart

The current Fidelity Rollover 8.15.24 volatility is 4.95%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Fidelity Rollover 8.15.24

Benchmark (^GSPC)

Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

	USD=X	WELL	LLY	MUSA	MOH	PGR	UNH	TSLA	ORLY	IRM	AXON	DECK	NFLX	NVR	COST	PANW	GDDY	PHM	BLDR	PWR	DHI	ODFL	META	TDG	BRO	MSI	ANET	TT	AAPL	NVDA	FTNT	AVGO	FICO	NOW	KLAC	ISRG	MSCI	MPWR	CTAS	ADBE	INTU
USD=X	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
WELL	0.00	1.00	0.17	0.15	0.18	0.24	0.23	0.15	0.22	0.48	0.14	0.21	0.10	0.30	0.25	0.14	0.18	0.33	0.26	0.23	0.32	0.19	0.21	0.32	0.30	0.28	0.15	0.28	0.21	0.14	0.20	0.18	0.27	0.17	0.18	0.26	0.24	0.17	0.33	0.22	0.27
LLY	0.00	0.17	1.00	0.18	0.27	0.29	0.34	0.13	0.25	0.21	0.18	0.17	0.22	0.17	0.28	0.21	0.18	0.17	0.16	0.20	0.19	0.18	0.26	0.19	0.33	0.27	0.24	0.27	0.26	0.22	0.26	0.24	0.24	0.26	0.23	0.33	0.26	0.21	0.31	0.28	0.30
MUSA	0.00	0.15	0.18	1.00	0.28	0.26	0.25	0.12	0.37	0.24	0.19	0.28	0.19	0.23	0.29	0.18	0.18	0.28	0.28	0.30	0.27	0.25	0.19	0.23	0.31	0.27	0.22	0.28	0.20	0.21	0.20	0.23	0.26	0.16	0.22	0.21	0.23	0.24	0.32	0.21	0.22
MOH	0.00	0.18	0.27	0.28	1.00	0.27	0.56	0.18	0.29	0.23	0.18	0.21	0.19	0.19	0.28	0.27	0.23	0.21	0.23	0.24	0.23	0.28	0.22	0.27	0.34	0.31	0.23	0.28	0.25	0.21	0.29	0.21	0.29	0.27	0.22	0.34	0.31	0.24	0.33	0.28	0.29
PGR	0.00	0.24	0.29	0.26	0.27	1.00	0.34	0.10	0.29	0.28	0.18	0.24	0.18	0.25	0.31	0.20	0.21	0.25	0.24	0.30	0.27	0.29	0.21	0.31	0.49	0.36	0.25	0.38	0.25	0.19	0.25	0.24	0.29	0.23	0.24	0.30	0.34	0.21	0.40	0.27	0.31
UNH	0.00	0.23	0.34	0.25	0.56	0.34	1.00	0.15	0.32	0.24	0.16	0.20	0.22	0.22	0.31	0.21	0.23	0.22	0.22	0.28	0.24	0.29	0.23	0.29	0.38	0.33	0.23	0.32	0.31	0.22	0.26	0.24	0.28	0.25	0.24	0.35	0.33	0.24	0.39	0.29	0.29
TSLA	0.00	0.15	0.13	0.12	0.18	0.10	0.15	1.00	0.13	0.23	0.31	0.27	0.37	0.22	0.27	0.38	0.30	0.24	0.28	0.25	0.24	0.28	0.35	0.27	0.19	0.24	0.36	0.22	0.41	0.42	0.37	0.39	0.29	0.36	0.39	0.34	0.34	0.44	0.28	0.40	0.38
ORLY	0.00	0.22	0.25	0.37	0.29	0.29	0.32	0.13	1.00	0.26	0.20	0.32	0.22	0.30	0.39	0.22	0.22	0.31	0.29	0.30	0.33	0.31	0.25	0.30	0.39	0.34	0.23	0.36	0.28	0.23	0.30	0.25	0.32	0.23	0.28	0.30	0.33	0.26	0.42	0.28	0.32
IRM	0.00	0.48	0.21	0.24	0.23	0.28	0.24	0.23	0.26	1.00	0.24	0.26	0.18	0.34	0.31	0.19	0.24	0.39	0.34	0.37	0.36	0.30	0.26	0.37	0.35	0.35	0.26	0.40	0.28	0.24	0.25	0.29	0.32	0.25	0.27	0.34	0.34	0.28	0.40	0.27	0.32
AXON	0.00	0.14	0.18	0.19	0.18	0.18	0.16	0.31	0.20	0.24	1.00	0.34	0.31	0.26	0.25	0.36	0.35	0.30	0.35	0.33	0.29	0.34	0.32	0.35	0.31	0.33	0.37	0.33	0.33	0.39	0.40	0.36	0.39	0.40	0.38	0.37	0.37	0.43	0.35	0.38	0.39
DECK	0.00	0.21	0.17	0.28	0.21	0.24	0.20	0.27	0.32	0.26	0.34	1.00	0.26	0.33	0.32	0.32	0.32	0.41	0.42	0.42	0.39	0.37	0.32	0.36	0.33	0.32	0.34	0.39	0.30	0.33	0.34	0.34	0.36	0.34	0.37	0.32	0.35	0.40	0.39	0.35	0.37
NFLX	0.00	0.10	0.22	0.19	0.19	0.18	0.22	0.37	0.22	0.18	0.31	0.26	1.00	0.24	0.32	0.38	0.42	0.24	0.25	0.25	0.26	0.31	0.51	0.31	0.27	0.30	0.39	0.27	0.45	0.47	0.44	0.40	0.39	0.49	0.40	0.40	0.41	0.43	0.34	0.52	0.47
NVR	0.00	0.30	0.17	0.23	0.19	0.25	0.22	0.22	0.30	0.34	0.26	0.33	0.24	1.00	0.30	0.24	0.27	0.71	0.51	0.36	0.73	0.37	0.30	0.37	0.35	0.32	0.29	0.39	0.32	0.30	0.29	0.32	0.37	0.30	0.34	0.34	0.35	0.36	0.40	0.31	0.35
COST	0.00	0.25	0.28	0.29	0.28	0.31	0.31	0.27	0.39	0.31	0.25	0.32	0.32	0.30	1.00	0.32	0.31	0.31	0.29	0.32	0.32	0.39	0.36	0.31	0.40	0.39	0.34	0.37	0.43	0.38	0.36	0.37	0.38	0.34	0.39	0.42	0.42	0.38	0.45	0.44	0.45
PANW	0.00	0.14	0.21	0.18	0.27	0.20	0.21	0.38	0.22	0.19	0.36	0.32	0.38	0.24	0.32	1.00	0.45	0.26	0.32	0.29	0.28	0.34	0.38	0.32	0.29	0.36	0.49	0.31	0.43	0.46	0.61	0.43	0.43	0.57	0.42	0.45	0.43	0.47	0.38	0.50	0.49
GDDY	0.00	0.18	0.18	0.18	0.23	0.21	0.23	0.30	0.22	0.24	0.35	0.32	0.42	0.27	0.31	0.45	1.00	0.30	0.30	0.32	0.31	0.34	0.44	0.38	0.33	0.37	0.43	0.31	0.43	0.46	0.45	0.42	0.46	0.52	0.44	0.44	0.43	0.47	0.41	0.52	0.50
PHM	0.00	0.33	0.17	0.28	0.21	0.25	0.22	0.24	0.31	0.39	0.30	0.41	0.24	0.71	0.31	0.26	0.30	1.00	0.63	0.43	0.86	0.39	0.31	0.40	0.38	0.33	0.30	0.45	0.32	0.31	0.30	0.34	0.37	0.32	0.36	0.35	0.35	0.39	0.41	0.32	0.36
BLDR	0.00	0.26	0.16	0.28	0.23	0.24	0.22	0.28	0.29	0.34	0.35	0.42	0.25	0.51	0.29	0.32	0.30	0.63	1.00	0.48	0.60	0.46	0.33	0.45	0.39	0.33	0.35	0.48	0.33	0.35	0.35	0.38	0.39	0.35	0.41	0.36	0.34	0.41	0.41	0.33	0.36
PWR	0.00	0.23	0.20	0.30	0.24	0.30	0.28	0.25	0.30	0.37	0.33	0.42	0.25	0.36	0.32	0.29	0.32	0.43	0.48	1.00	0.42	0.47	0.30	0.45	0.43	0.39	0.37	0.56	0.36	0.36	0.33	0.41	0.37	0.32	0.44	0.38	0.35	0.46	0.48	0.32	0.38
DHI	0.00	0.32	0.19	0.27	0.23	0.27	0.24	0.24	0.33	0.36	0.29	0.39	0.26	0.73	0.32	0.28	0.31	0.86	0.60	0.42	1.00	0.39	0.32	0.40	0.37	0.34	0.32	0.45	0.34	0.34	0.32	0.36	0.39	0.35	0.38	0.37	0.37	0.39	0.42	0.35	0.37
ODFL	0.00	0.19	0.18	0.25	0.28	0.29	0.29	0.28	0.31	0.30	0.34	0.37	0.31	0.37	0.39	0.34	0.34	0.39	0.46	0.47	0.39	1.00	0.33	0.42	0.42	0.38	0.39	0.50	0.40	0.38	0.40	0.41	0.39	0.39	0.44	0.40	0.44	0.43	0.47	0.42	0.44
META	0.00	0.21	0.26	0.19	0.22	0.21	0.23	0.35	0.25	0.26	0.32	0.32	0.51	0.30	0.36	0.38	0.44	0.31	0.33	0.30	0.32	0.33	1.00	0.36	0.31	0.35	0.43	0.35	0.52	0.51	0.42	0.47	0.42	0.51	0.47	0.48	0.47	0.47	0.42	0.58	0.50
TDG	0.00	0.32	0.19	0.23	0.27	0.31	0.29	0.27	0.30	0.37	0.35	0.36	0.31	0.37	0.31	0.32	0.38	0.40	0.45	0.45	0.40	0.42	0.36	1.00	0.43	0.41	0.37	0.51	0.38	0.38	0.37	0.41	0.44	0.37	0.42	0.42	0.41	0.40	0.50	0.39	0.41
BRO	0.00	0.30	0.33	0.31	0.34	0.49	0.38	0.19	0.39	0.35	0.31	0.33	0.27	0.35	0.40	0.29	0.33	0.38	0.39	0.43	0.37	0.42	0.31	0.43	1.00	0.47	0.33	0.50	0.38	0.31	0.36	0.33	0.45	0.36	0.35	0.43	0.49	0.37	0.55	0.39	0.46
MSI	0.00	0.28	0.27	0.27	0.31	0.36	0.33	0.24	0.34	0.35	0.33	0.32	0.30	0.32	0.39	0.36	0.37	0.33	0.33	0.39	0.34	0.38	0.35	0.41	0.47	1.00	0.45	0.44	0.41	0.36	0.42	0.41	0.42	0.40	0.40	0.45	0.48	0.42	0.54	0.43	0.49
ANET	0.00	0.15	0.24	0.22	0.23	0.25	0.23	0.36	0.23	0.26	0.37	0.34	0.39	0.29	0.34	0.49	0.43	0.30	0.35	0.37	0.32	0.39	0.43	0.37	0.33	0.45	1.00	0.37	0.47	0.52	0.52	0.51	0.45	0.53	0.52	0.47	0.45	0.54	0.42	0.51	0.51
TT	0.00	0.28	0.27	0.28	0.28	0.38	0.32	0.22	0.36	0.40	0.33	0.39	0.27	0.39	0.37	0.31	0.31	0.45	0.48	0.56	0.45	0.50	0.35	0.51	0.50	0.44	0.37	1.00	0.39	0.37	0.36	0.43	0.41	0.36	0.46	0.44	0.43	0.43	0.55	0.38	0.40
AAPL	0.00	0.21	0.26	0.20	0.25	0.25	0.31	0.41	0.28	0.28	0.33	0.30	0.45	0.32	0.43	0.43	0.43	0.32	0.33	0.36	0.34	0.40	0.52	0.38	0.38	0.41	0.47	0.39	1.00	0.54	0.47	0.56	0.43	0.49	0.53	0.51	0.49	0.53	0.45	0.56	0.53
NVDA	0.00	0.14	0.22	0.21	0.21	0.19	0.22	0.42	0.23	0.24	0.39	0.33	0.47	0.30	0.38	0.46	0.46	0.31	0.35	0.36	0.34	0.38	0.51	0.38	0.31	0.36	0.52	0.37	0.54	1.00	0.51	0.62	0.45	0.54	0.64	0.50	0.48	0.67	0.41	0.58	0.55
FTNT	0.00	0.20	0.26	0.20	0.29	0.25	0.26	0.37	0.30	0.25	0.40	0.34	0.44	0.29	0.36	0.61	0.45	0.30	0.35	0.33	0.32	0.40	0.42	0.37	0.36	0.42	0.52	0.36	0.47	0.51	1.00	0.48	0.48	0.60	0.48	0.49	0.54	0.52	0.43	0.59	0.56
AVGO	0.00	0.18	0.24	0.23	0.21	0.24	0.24	0.39	0.25	0.29	0.36	0.34	0.40	0.32	0.37	0.43	0.42	0.34	0.38	0.41	0.36	0.41	0.47	0.41	0.33	0.41	0.51	0.43	0.56	0.62	0.48	1.00	0.43	0.48	0.67	0.49	0.47	0.67	0.46	0.52	0.51
FICO	0.00	0.27	0.24	0.26	0.29	0.29	0.28	0.29	0.32	0.32	0.39	0.36	0.39	0.37	0.38	0.43	0.46	0.37	0.39	0.37	0.39	0.39	0.42	0.44	0.45	0.42	0.45	0.41	0.43	0.45	0.48	0.43	1.00	0.55	0.46	0.50	0.53	0.48	0.51	0.57	0.55
NOW	0.00	0.17	0.26	0.16	0.27	0.23	0.25	0.36	0.23	0.25	0.40	0.34	0.49	0.30	0.34	0.57	0.52	0.32	0.35	0.32	0.35	0.39	0.51	0.37	0.36	0.40	0.53	0.36	0.49	0.54	0.60	0.48	0.55	1.00	0.51	0.53	0.55	0.55	0.44	0.67	0.62
KLAC	0.00	0.18	0.23	0.22	0.22	0.24	0.24	0.39	0.28	0.27	0.38	0.37	0.40	0.34	0.39	0.42	0.44	0.36	0.41	0.44	0.38	0.44	0.47	0.42	0.35	0.40	0.52	0.46	0.53	0.64	0.48	0.67	0.46	0.51	1.00	0.51	0.47	0.72	0.49	0.55	0.56
ISRG	0.00	0.26	0.33	0.21	0.34	0.30	0.35	0.34	0.30	0.34	0.37	0.32	0.40	0.34	0.42	0.45	0.44	0.35	0.36	0.38	0.37	0.40	0.48	0.42	0.43	0.45	0.47	0.44	0.51	0.50	0.49	0.49	0.50	0.53	0.51	1.00	0.53	0.50	0.53	0.58	0.57
MSCI	0.00	0.24	0.26	0.23	0.31	0.34	0.33	0.34	0.33	0.34	0.37	0.35	0.41	0.35	0.42	0.43	0.43	0.35	0.34	0.35	0.37	0.44	0.47	0.41	0.49	0.48	0.45	0.43	0.49	0.48	0.54	0.47	0.53	0.55	0.47	0.53	1.00	0.50	0.54	0.59	0.60
MPWR	0.00	0.17	0.21	0.24	0.24	0.21	0.24	0.44	0.26	0.28	0.43	0.40	0.43	0.36	0.38	0.47	0.47	0.39	0.41	0.46	0.39	0.43	0.47	0.40	0.37	0.42	0.54	0.43	0.53	0.67	0.52	0.67	0.48	0.55	0.72	0.50	0.50	1.00	0.45	0.56	0.58
CTAS	0.00	0.33	0.31	0.32	0.33	0.40	0.39	0.28	0.42	0.40	0.35	0.39	0.34	0.40	0.45	0.38	0.41	0.41	0.41	0.48	0.42	0.47	0.42	0.50	0.55	0.54	0.42	0.55	0.45	0.41	0.43	0.46	0.51	0.44	0.49	0.53	0.54	0.45	1.00	0.51	0.55
ADBE	0.00	0.22	0.28	0.21	0.28	0.27	0.29	0.40	0.28	0.27	0.38	0.35	0.52	0.31	0.44	0.50	0.52	0.32	0.33	0.32	0.35	0.42	0.58	0.39	0.39	0.43	0.51	0.38	0.56	0.58	0.59	0.52	0.57	0.67	0.55	0.58	0.59	0.56	0.51	1.00	0.70
INTU	0.00	0.27	0.30	0.22	0.29	0.31	0.29	0.38	0.32	0.32	0.39	0.37	0.47	0.35	0.45	0.49	0.50	0.36	0.36	0.38	0.37	0.44	0.50	0.41	0.46	0.49	0.51	0.40	0.53	0.55	0.56	0.51	0.55	0.62	0.56	0.57	0.60	0.58	0.55	0.70	1.00

The correlation results are calculated based on daily price changes starting from Apr 1, 2015

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