March 2020 – October 2021 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 from March 24, 2020, through October 29, 2021, with the growth of $10,000 invested in the Optimum Mix during that same period. An investment of $10,000 in the S&P 500 would have grown to $19,505 during that time period while an investment of $10,000 in the Optimum Mix would have grown to $73,252 during the same time period.

February-March 2020 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 from February 21, 2020, through March 23, 2020, with the growth of $10,000 invested in the Optimum Mix during that same period. An investment of $10,000 in the S&P 500 would have fell to $6,817 during that time period while an investment of $10,000 in the Optimum Mix would have fell to $5,827 during the same time period.

July 2015-February 2016 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 from 7/22/2015 through 2/12/2016 with the growth of $10,000 invested in the Optimum Mix during that same period. An investment of $10,000 in the S&P 500 would have fell to $8,655 during that time period while an investment of $10,000 in the Optimum Mix would have fell to $7,425 during the same time period.

July-October 2011 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 from 7/26/2011 through 10/4/2011 with the growth of $10,000 invested in the Optimum Mix during that same period. An investment of $10,000 in the S&P 500 would have fell to $8,206 during that time period while an investment of $10,000 in the Optimum Mix would have grown to $10,148 during the same time period.

2009-2021 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 from 3/10/2009 through 10/29/2021 with the growth of $10,000 invested in the Optimum Mix during that same period. An investment of $10,000 in the S&P 500 would have grown to $63,548 during that time period while an investment of $10,000 in the Optimum Mix would have grown to $3,142,597 during the same time period.

2002-2021 chart comparing S&P 500 and Optimum Mix

This chart compares the growth of $10,000 invested in the S&P 500 on 10/29/2002 with the growth of $10,000 invested in the Optimum Mix on that same date. While the blue line appears to be the horizontal base line it is actually the S&P 500 line. The investment in the S&P 500 grows from $10,000 to $51,367 while the Optimum Mix grows from $10,000 to $28,612,394.