3-Year Chart | Leveraged Momentum

3-Year Chart Comparing S&P 500 and Optimum Mix

3-year chart comparing balance over time if $10,000 invested in the Leveraged Momentum Optimum Mix versus the S&P 500 from May 23, 2022, through May 21, 2025.

The chart above compares the growth of $10,000 invested in the S&P 500 (the blue line) during the three years from May 23, 2022, through May 21, 2025, 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 20-year period ending April 3, 2025, see the History and Perspective page.