S&P 500 TECHNOLOGY SECTOR PORTFOLIOS A&B 2007 - 2023

Stock Portfolio A

1. Annualized    28.67%     
2. One Month 1.23%            
3. Three Month 3.32%          
4. One Year      17.39%     
5. Three Year   246.50%      
6. Five Year    514.93%     
7. Total        5,080.84%    

1. Sharpe Ratio  1.08
2. Sortino Ratio 1.47
3. Max Drawdown   -45.26%
4. Standard Deviation  26.39%  
5. Correlation   0.68
6. R-Square   0.46
7. Beta   0.85                                 
8. Alpha (annualized)  23.79%   

Stock Portfolio B 

1. Annualized 67.42%
2. One Month 1.68%
3. Three Month 6.81%
4. One Year 19.24%
5. Three Year 276.50%
6. Five Year 1,226.26%
7. Total        1,237.42%

1. Sharpe Ratio 1.51
2. Sortino Ratio 2.62
3. Max Drawdown -25.09%
4. Standard Dev 38.80%
5. Correlation 0.40
6. R-Squared 0.16
7. Beta        0.88
8. Alpha (annualized)  65.67%