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Zen Investor (ZI) Performance- Started May 28, 2024
Daily ReturnsYTD Returns
All Time Return Since Start on 5/28/24
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S&P 500RSPR2KZI Gain/LossZI TotalZI Chg %S&P Chg %RSP Chg %R2K CloseZI%S&P %RSP %R2K %ZI%S&P %RSP %R2K %Comment
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October 16, 20267,659.44214.092721.37-2,340.11154,202.46-1.49%-1.09%-0.42%-1.66%48.67%11.89%11.76%9.65%54.20%44.39%29.02%31.49%
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October 15, 20267,744.06215.002767.272,726.91156,542.571.77%0.33%1.32%1.38%50.92%13.13%12.24%11.50%56.54%45.98%29.56%33.71%
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October 14, 20267,718.94212.202729.54-2,460.69153,815.66-1.57%-1.11%-0.52%-1.93%48.29%12.76%10.77%9.98%53.82%45.51%27.88%31.88%
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October 13, 20267,805.45213.302783.39-595.98156,276.35-0.38%-0.02%0.05%-0.40%50.67%14.02%11.35%12.15%56.28%47.14%28.54%34.48%
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October 12, 20267,807.24213.192794.49-749.41156,872.33-0.48%-0.06%0.07%-0.44%51.24%14.05%11.29%12.59%56.87%47.18%28.47%35.02%
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October 9, 20267,811.54213.042806.981,428.27157,621.740.91%0.59%0.55%0.46%51.96%14.11%11.21%13.10%57.62%47.26%28.38%35.62%
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October 8, 20267,765.36211.872794.131,320.58156,193.470.85%-0.47%0.60%0.03%50.59%13.44%10.60%12.58%56.19%46.39%27.68%35.00%
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October 7, 20267,801.77210.602793.20-1,009.03154,872.89-0.65%-0.22%-0.72%-1.31%49.31%13.97%9.94%12.54%54.87%47.07%26.91%34.96%
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October 6, 20267,818.93212.132830.30-196.57155,881.92-0.13%0.58%0.48%-0.59%50.29%14.22%10.74%14.04%55.88%47.40%27.84%36.75%
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October 5, 20267,773.95211.122847.14171.86156,078.490.11%0.66%0.66%0.50%50.48%13.56%10.21%14.72%56.08%46.55%27.23%37.56%
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October 2, 20267,722.72209.732832.901,404.40155,906.630.91%0.73%0.35%0.94%50.31%12.81%9.49%14.14%55.91%45.58%26.39%36.88%
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October 1, 20267,666.45209.002806.63748.00154,502.230.49%0.19%0.47%0.35%48.96%11.99%9.10%13.08%54.50%44.52%25.95%35.61%
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September 30, 20267,651.54208.022796.86-1,430.20153,754.23-0.92%-0.25%-0.71%-0.39%48.24%11.77%8.59%12.69%53.75%44.24%25.36%35.14%
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Q3-26 Dividends7,670.84209.502807.92497.47155,184.430.32%0.00%0.00%0.00%49.61%12.06%9.37%13.14%55.18%44.60%26.25%35.67%
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September 29, 20267,670.84209.502807.92-371.66154,686.96-0.24%-0.17%-0.11%-0.35%49.13%12.06%9.37%13.14%54.69%44.60%26.25%35.67%
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September 28, 20267,683.59209.742817.91-724.05155,058.62-0.46%-0.77%-0.65%-0.69%49.49%12.24%9.49%13.54%55.06%44.84%26.40%36.15%
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September 25, 20267,743.41211.112837.55798.48155,782.670.52%0.51%0.40%0.07%50.19%13.12%10.21%14.33%55.78%45.97%27.22%37.10%
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September 24, 20267,704.13210.262835.57822.52154,984.190.53%-0.02%-0.50%-0.11%49.42%12.54%9.76%14.25%54.98%45.23%26.71%37.01%
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September 23, 20267,706.03211.312838.66-1,959.92154,161.67-1.26%-0.75%-0.70%-1.77%48.63%12.57%10.31%14.37%54.16%45.27%27.34%37.16%
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September 22, 20267,764.64212.802889.92726.06156,121.590.47%0.00%0.06%0.51%50.52%13.43%11.09%16.44%56.12%46.37%28.24%39.63%
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September 21, 20267,764.70212.682875.361,414.47155,395.530.92%1.49%0.18%0.52%49.82%13.43%11.03%15.85%55.40%46.37%28.17%38.93%
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September 18, 20267,650.50212.292860.40-390.94153,981.06-0.25%0.17%-0.48%-0.49%48.45%11.76%10.82%15.25%53.98%44.22%27.93%38.21%
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September 17, 20267,637.72213.322874.612,330.89154,372.001.53%1.14%0.49%0.55%48.83%11.57%11.36%15.82%54.37%43.98%28.55%38.89%20% for GNRC after AMZN announcement
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September 16, 20267,551.81212.282858.81483.11152,041.110.32%-0.45%-0.76%-0.40%46.58%10.32%10.82%15.19%52.04%42.36%27.93%38.13%
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September 15, 20267,586.04213.912870.31-944.09151,558.00-0.62%-0.44%-0.51%-0.76%46.12%10.82%11.67%15.65%51.56%43.01%28.91%38.68%
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September 14, 20267,619.88215.012892.24-1,877.94152,502.09-1.22%-0.48%0.07%-0.39%47.03%11.31%12.24%16.53%52.50%43.64%29.57%39.74%
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September 11, 20267,656.98214.872903.442,334.81154,380.031.54%0.86%0.80%0.43%48.84%11.85%12.17%16.98%54.38%44.34%29.49%40.29%
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September 10, 20267,591.70213.172890.95-2,245.54152,045.22-1.46%-0.58%-0.68%-1.04%46.59%10.90%11.28%16.48%52.05%43.11%28.46%39.68%
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September 9, 20267,636.36214.642921.24-47.96154,290.76-0.03%-0.48%-0.96%-1.32%48.75%11.55%12.05%17.70%54.29%43.95%29.35%41.15%
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September 8, 20267,673.52216.732960.20-2,220.02154,338.72-1.42%-0.58%-1.04%-0.52%48.80%12.10%13.14%19.27%54.34%44.65%30.61%43.03%9/7 market closed for Labor Day
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September 4, 20267,718.60219.002975.65-298.34156,558.74-0.19%-0.38%-0.48%0.25%50.94%12.75%14.32%19.89%56.56%45.50%31.98%43.77%
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September 3, 20267,747.71220.052968.272,185.43156,857.081.41%1.06%0.67%0.51%51.23%13.18%14.87%19.60%56.86%46.05%32.61%43.42%
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September 2, 20267,666.60218.592953.172,873.50154,671.651.89%0.46%0.45%1.13%49.12%11.99%14.11%18.99%54.67%44.52%31.73%42.69%
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September 1, 20267,631.47217.612920.13-2,339.96151,798.15-1.52%-0.71%-0.81%-1.23%46.35%11.48%13.60%17.66%51.80%43.86%31.14%41.09%
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August 31, 20267,686.14219.392956.45-591.04154,138.11-0.38%-0.33%-0.59%-0.54%48.61%12.28%14.53%19.12%54.14%44.89%32.21%42.85%
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August 28, 20267,711.76220.692972.37-2,455.13154,729.15-1.56%-0.25%-0.34%-1.39%49.18%12.65%15.21%19.76%54.73%45.38%32.99%43.62%
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August 27, 20267,730.90221.453014.34522.38157,184.280.33%0.72%-0.30%0.28%51.54%12.93%15.60%21.45%57.18%45.74%33.45%45.64%
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August 26, 20267,675.70222.113005.9088.65156,661.900.06%-0.02%0.15%-0.14%51.04%12.13%15.95%21.11%56.66%44.70%33.85%45.24%
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August 25, 20267,677.28221.773010.02-155.96156,573.25-0.10%0.32%-0.07%0.50%50.95%12.15%15.77%21.28%56.57%44.73%33.64%45.43%
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August 24, 20267,652.86221.932995.08652.69156,729.210.42%-0.28%0.12%-0.76%51.10%11.79%15.85%20.68%56.73%44.27%33.74%44.71%
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August 21, 20267,674.37221.673017.872,332.45156,076.521.52%0.43%0.63%0.85%50.47%12.11%15.72%21.59%56.08%44.67%33.58%45.81%
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August 20, 20267,641.16220.282992.44-1,565.53153,744.07-1.01%-0.87%-0.81%-1.34%48.23%11.62%14.99%20.57%53.74%44.04%32.75%44.59%
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August 19, 20267,707.98222.073032.94616.62155,309.600.40%0.21%1.04%0.50%49.73%12.60%15.93%22.20%55.31%45.30%33.83%46.54%
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August 18, 20267,691.76219.793017.89-2,030.15154,692.98-1.30%-0.69%-0.45%-1.30%49.14%12.36%14.74%21.60%54.69%45.00%32.45%45.82%
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August 17, 20267,745.06220.793057.54-875.88156,723.13-0.56%-0.52%-0.89%-0.35%51.10%13.14%15.26%23.19%56.72%46.00%33.05%47.73%
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August 14, 20267,785.76222.773068.422,407.07157,599.011.55%-0.17%0.02%0.51%51.94%13.74%16.29%23.63%57.60%46.77%34.25%48.26%
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August 13, 20267,798.99222.733052.861,679.29155,191.941.09%0.65%0.75%0.24%49.62%13.93%16.27%23.00%55.19%47.02%34.22%47.50%AVAH beat up 25%
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August 12, 20267,748.49221.083045.492,429.98153,512.651.61%0.26%0.18%0.61%48.00%13.19%15.41%22.71%53.51%46.07%33.23%47.15%RSKD beat up 20%
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August 11, 20267,728.20220.693027.13-661.16151,082.67-0.44%-0.32%0.20%0.32%45.66%12.89%15.21%21.97%51.08%45.69%32.99%46.26%
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August 10, 20267,753.11220.253017.40-990.30151,743.83-0.65%-0.06%0.07%-0.56%46.30%13.26%14.98%21.58%51.74%46.15%32.73%45.79%
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August 7, 20267,757.64220.093034.492,440.26152,734.131.62%0.62%0.69%1.10%47.25%13.32%14.89%22.26%52.73%46.24%32.63%46.62%
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August 6, 20267,709.96218.583001.55-1,331.98150,293.87-0.88%-0.18%-0.52%-0.58%44.90%12.63%14.11%20.94%50.29%45.34%31.72%45.03%
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August 5, 20267,723.55219.733019.19-147.30151,625.85-0.10%-0.17%-0.23%-0.59%46.18%12.83%14.71%21.65%51.63%45.60%32.42%45.88%
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August 4, 20267,736.52220.233036.981,072.50151,773.150.71%1.79%1.44%1.85%46.33%13.02%14.97%22.36%51.77%45.84%32.72%46.74%
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August 3, 20267,600.50217.112981.912,812.95150,700.651.90%1.48%0.98%1.73%45.29%11.03%13.34%20.15%50.70%43.28%30.84%44.08%
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July 31, 20267,489.72215.012931.34-506.78147,887.70-0.34%0.70%-0.14%-0.50%42.58%9.41%12.24%18.11%47.89%41.19%29.57%41.63%
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July 30, 20267,437.63215.322946.11768.28148,394.480.52%1.66%-0.19%1.37%43.07%8.65%12.40%18.70%48.39%40.21%29.76%42.35%
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July 29, 20267,316.15215.732906.31-2,211.51147,626.20-1.48%-1.52%-0.90%-1.61%42.33%6.88%12.62%17.10%47.63%37.92%30.00%40.42%
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July 28, 20267,429.20217.692953.792,460.11149,837.711.67%0.22%1.17%0.20%44.46%8.53%13.64%19.01%49.84%40.05%31.19%42.72%
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July 27, 20267,413.18215.182948.033,003.75147,377.602.08%0.02%0.75%0.62%42.09%8.29%12.33%18.78%47.38%39.75%29.67%42.44%
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July 24, 20267,411.98213.572930.001,258.85144,373.850.88%0.05%0.78%-0.35%39.19%8.28%11.49%18.05%44.37%39.72%28.70%41.57%
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July 23, 20267,408.21211.922940.16-1,939.97143,115.00-1.34%-1.21%-0.37%-0.67%37.98%8.22%10.63%18.46%43.12%39.65%27.71%42.06%
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July 22, 20267,498.96212.702959.94-1,412.59145,054.97-0.96%-0.14%-0.03%-0.92%39.85%9.55%11.04%19.26%45.05%41.36%28.18%43.02%
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July 21, 20267,509.20212.762987.401,901.10146,467.561.32%0.89%0.16%1.53%41.21%9.70%11.07%20.37%46.47%41.56%28.22%44.34%
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July 20, 20267,443.28212.422942.43-1,566.58144,566.46-1.07%-0.19%-0.43%-0.67%39.38%8.73%10.89%18.56%44.57%40.31%28.01%42.17%
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July 17, 20267,457.69213.332962.22-1,164.11146,133.04-0.79%-1.01%-0.82%-0.42%40.89%8.94%11.36%19.35%46.13%40.59%28.56%43.13%
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July 16, 20267,533.76215.092974.581,696.59147,297.151.17%-0.51%1.00%-0.06%42.01%10.05%12.28%19.85%47.30%42.02%29.62%43.72%
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July 15, 20267,572.40212.972976.26967.16145,600.560.67%0.38%-0.22%0.39%40.37%10.62%11.18%19.92%45.60%42.75%28.34%43.80%
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July 14, 20267,543.59213.452964.77-503.15144,633.40-0.35%0.38%-0.36%0.39%39.44%10.20%11.43%19.46%44.63%42.21%28.63%43.25%
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July 13, 20267,515.34214.232953.17-457.57145,136.55-0.31%-0.79%-0.03%-0.83%39.93%9.79%11.83%18.99%45.14%41.67%29.10%42.69%
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July 10, 20267,575.39214.302977.81-96.26145,594.12-0.07%0.42%0.37%-0.49%40.37%10.66%11.87%19.98%45.59%42.80%29.14%43.88%
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July 9, 20267,543.64213.502992.541,564.14145,690.381.09%0.81%0.61%1.22%40.46%10.20%11.45%20.57%45.69%42.21%28.66%44.59%
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July 8, 20267,482.71212.202956.39-1,301.82144,126.24-0.90%-0.28%-1.18%-0.88%38.95%9.31%10.77%19.12%44.13%41.06%27.88%42.84%
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July 7, 20267,503.85214.732982.49-1,000.11145,428.06-0.68%-0.45%-0.13%-0.90%40.21%9.62%12.10%20.17%45.43%41.46%29.40%44.10%
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July 6, 20267,537.43215.003009.543,458.07146,428.172.42%0.72%0.04%0.45%41.17%10.11%12.24%21.26%46.43%42.09%29.56%45.41%
7/3 Market Closed for Independence Day Observations
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July 2, 20267,483.24214.912996.01-468.53142,970.10-0.33%0.00%0.73%-0.55%37.84%9.32%12.19%20.71%42.97%41.07%29.51%44.76%Sold MU & SNDK for massive gains
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July 1, 20267,483.23213.363012.59-1,598.31143,438.63-1.10%-0.23%0.28%-0.39%38.29%9.32%11.38%21.38%43.44%41.07%28.58%45.56%
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June 30, 20267,500.27212.773024.37520.31145,036.940.36%0.80%-0.13%0.46%39.83%9.56%11.07%21.86%45.04%41.39%28.22%46.13%
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Q2-26 Dividends7,440.43213.043010.41497.58144,516.630.35%0.00%0.00%0.00%39.33%8.69%11.21%21.29%44.52%40.26%28.38%45.45%
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June 29, 20267,440.43213.043010.411,423.95144,019.051.00%1.18%1.30%0.01%38.85%8.69%11.21%21.29%44.02%40.26%28.38%45.45%
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June 26, 20267,354.02210.313010.09-825.12142,595.10-0.58%-0.05%-0.68%0.07%37.48%7.43%9.79%21.28%42.60%38.63%26.74%45.44%
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June 25, 20267,357.49211.753007.862,364.42143,420.221.68%-0.01%0.65%0.71%38.27%7.48%10.54%21.19%43.42%38.70%27.61%45.33%MU earnings beat
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June 24, 20267,358.22210.382986.63843.01141,055.800.60%-0.10%0.71%0.37%35.99%7.49%9.82%20.34%41.06%38.71%26.78%44.30%
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June 23, 20267,365.46208.892975.48-911.06140,212.79-0.65%-1.44%-0.34%-0.96%35.18%7.60%9.05%19.89%40.21%38.85%25.88%43.77%
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June 22, 20267,472.79209.613004.401,510.68141,123.851.08%-0.37%-0.17%0.83%36.06%9.16%9.42%21.05%41.12%40.87%26.32%45.16%
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June 18, 20267,500.58209.962979.771,313.60139,613.170.95%1.08%0.46%2.12%34.60%9.57%9.61%20.06%39.61%41.39%26.53%43.97%
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June 17, 20267,420.10208.992917.98-1,510.09138,299.57-1.08%-1.21%-1.50%-0.72%33.34%8.39%9.10%17.57%38.30%39.88%25.94%40.99%
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June 16, 20267,511.35212.172939.20-534.20139,809.66-0.38%-0.57%-0.33%-0.87%34.79%9.73%10.76%18.42%39.81%41.60%27.86%42.01%
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June 15, 20267,554.29212.882965.092,190.83140,343.861.59%1.65%0.58%0.72%35.31%10.35%11.13%19.47%40.34%42.41%28.29%43.26%
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June 12, 20267,431.46211.652943.991,211.92138,153.030.88%0.50%0.91%0.79%33.19%8.56%10.49%18.62%38.15%40.09%27.55%42.24%
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June 11, 20267,394.30209.752921.034,744.86136,941.113.59%1.75%1.56%3.02%32.03%8.02%9.50%17.69%36.94%39.39%26.40%41.14%
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June 10, 20267,266.99206.532835.46-2,319.64132,196.25-1.72%-1.62%-1.27%-1.10%27.45%6.16%7.81%14.25%32.20%36.99%24.46%37.00%
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June 9, 20267,386.65209.192867.022,100.30134,515.891.59%-0.26%0.76%0.41%29.69%7.91%9.20%15.52%34.52%39.25%26.06%38.53%
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June 8, 20267,405.73207.612855.42515.98132,415.590.39%0.30%-0.11%0.77%27.66%8.18%8.38%15.05%32.42%39.61%25.11%37.96%
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June 5, 20267,383.74207.832833.50-3,292.58131,899.61-2.44%-2.64%-1.42%-3.47%27.17%7.86%8.49%14.17%31.90%39.19%25.24%36.91%
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June 4, 20267,584.31210.832935.33362.69135,192.190.27%0.41%0.78%1.46%30.34%10.79%10.06%18.27%35.19%42.97%27.05%41.83%