Artificial Intelligence

Managed by Vested Vested

This portfolio offers access to companies shaping the future through the development, integration, and application of AI technologies.

3Y CAGR 43.47%
1Y Returns 48.86%
Risk Tolerance Aggressive
Invest in Artificial Intelligence Portfolio

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Performance Details

Performance

Portfolio: +48.86%

S&P 500: +16.87%

Key Information

1Y Volitality
29.2%
Dividend Yield
0%
Minimum Investment
—
Rebalance Frequency
As required
Inception Date
June 6, 2025
Annual AUM Fees
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Allocations

META

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AMZN

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AVGO

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MU

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AMD

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TSM

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NOW

—

IBM

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CRWV

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NBIS

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ORCL

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NVDA

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MRVL

—

MSFT

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PANW

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TSLA

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GOOGL

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DDOG

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PLTR

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SNOW

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Returns Total Returns reflect cumulative portfolio performance for each time period. CAGR (Compound Annual Growth Rate) is shown for applicable periods. Returns shown are based on historical performance. Past performance does not guarantee future results.

Time Frame Total Returns CAGR
Since Inception 70.08% 70.08%
YTD +34.21%
1M 2.11%
3M 10.81%
6M 42.52%
1Y 48.86% 48.86%
3Y 195.33% 43.47%
5Y 232.26% 27.14%

Volatility Annualized volatility measures how much the portfolio's returns have fluctuated over each calendar year. Higher volatility generally indicates larger swings in value.

Year Annualized Volatility
2025 31.36%
2024 26.32%
2023 25.13%
2022 41.66%
2021 24.74%
2020 14.52%

Artificial Intelligence Portfolio Details

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