| Wide Moats | |
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| Inception Date | 03/23/20 |
| Sizing Method | Static Weight |
| Last Rebalanced (Every 52 Weeks) | 01/01/24 |
| Ranking System | Comprehensive: QVGM |
| Total Market Value (inc. Cash) | 351,767.37 |
| Cash | 3,816.31 |
| Number of Positions | 10 |
| Total Return | 251.77% |
| Benchmark Return | 152.20% |
| Active Return | 99.56% |
| Annualized Return | 35.37% |
| Annual Turnover | 72.69% |
| Max Drawdown | -21.15% |
| Overall Winners | (33/47) 70.21% |
| Sharpe Ratio | 1.12 |
| Correlation with S&P 500 (SPY:USA) | 0.79 |