
The chart above compares the growth of $10,000 invested in the S&P 500 (the blue line) during the three years from September 15, 2020, through September 18, 2023, with the growth of $10,000 invested using the Optimum Mix (the red line) during that same time. For other charts including one for the period from October 29, 2002, through July 6, 2023, see the History and Perspective page.