Since October 9, 2018
Performance

YTD 2026
+47.3%
Jan – May 2026
12-Month
+89.6%
May 2025 – May 2026
Avg Annual CAGR
+25.6%
Since inception
Since Inception
+494%
Since Oct 9, 2018
S&P 500 YTD
+12.1%
Benchmark 2026
Cumulative Performance
Multi-Period Return vs S&P 500
Since Inception — 7.6 Yrs
+494%
S&P 500: +214%
▲ +280% Alpha
Oct 9, 2018 – May 2026
5-Year Cumulative
+179%
S&P 500: +133%
▲ +46% Alpha
May 2021 – May 2026
10-Year — Thesis Backtest
+1,109%
S&P 500: +373%
▲ +736% Alpha
May 2016 – May 2026 · Backtest
15-Year — Thesis Backtest
+3,215%
S&P 500: +756%
▲ +2,459% Alpha
May 2011 – May 2026 · Backtest
Performance figures are illustrative and represent the Corvesco internal model allocation since inception. Past performance does not guarantee future results. For authorized clients only. This page does not constitute an offer to invest.