RULE Among Its Peers
End-of-day Nov 12, 2026 · 1 ETFs by YTD
Loading…
Getting the latest data.
Mohr Funds[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.4% | +3.7% | −11.3% | −14.2% | +16.1% | +15.0% | +44.1% | +6.2% | +6.1% |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$39 of every $1,000 in RULE is Viatris
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | —Cash AND Cash Equivalents | — | 6.19% | $619.04 | 953K | $953K |
| 2 | VTRSViatris | Healthcare | 3.87% | $387.18 | 28K | $596K |
| 3 | RMMERareview Government Money | Financial Services | 3.78% | $378.03 | 5,807 | $582K |
| 4 | JPSTJpmorgan Ultra-short Inco | Financial Services | 3.75% | $375.12 | 11K | $577K |
| 5 | XLGInvesco S&P 500 TOP 50 ETF | Financial Services | 3.39% | $338.99 | 8,481 | $522K |
| 6 | SPHQInvesco S&P 500 Quality E | Financial Services | 3.39% | $338.88 | 6,134 | $522K |
| 7 | IQVIqvia 01 | Healthcare | 3.32% | $332.48 | 1,864 | $512K |
| 8 | ICEIntercontinental Exchange IN | Financial Services | 3.11% | $310.87 | 2,648 | $478K |
| 9 | LLYELI Lilly | Healthcare | 3.10% | $310.05 | 332 | $477K |
| 10 | ADPAutomatic Data Processing | Technology | 3.10% | $310.02 | 1,557 | $477K |
| 11 | PSXPhillips 66 | Energy | 3.10% | $309.58 | 1,842 | $476K |
| 12 | IWFIshares Russell 1000 Growth | Financial Services | 3.09% | $309.44 | 4,084 | $476K |
| 13 | WABWabtec | Industrials | 2.99% | $299.21 | 1,514 | $461K |
| 14 | BBYBest BUY | Consumer Cyclical | 2.94% | $293.93 | 4,302 | $452K |
| 15 | COSTCostco Wholesale | Consumer Defensive | 2.88% | $288.31 | 408 | $444K |
RULE has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | VTRS | Viatris | 3.87% |
| 2 | RMME | Rareview Government Money | 3.78% |
| 3 | JPST | Jpmorgan Ultra-short Inco | 3.75% |
| 4 | XLG | Invesco S&P 500 TOP 50 ETF | 3.39% |
| 5 | SPHQ | Invesco S&P 500 Quality E | 3.39% |
| 6 | IQV | Iqvia 01 | 3.32% |
| 7 | ICE | Intercontinental Exchange IN | 3.11% |
| 8 | LLY | ELI Lilly & | 3.10% |
| 9 | ADP | Automatic Data Processing | 3.10% |
| 10 | PSX | Phillips 66 | 3.10% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| RULE | 0.45 | 0.62 | 29.2% | −25.4% | 1.64 | $224 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 19, 2023 | Dec 21, 2023 | $0.41 |
| Dec 27, 2022 | Dec 29, 2022 | $0.0015 |