Public Dashboard: VLE Proxy

$100 invested in each ETF on 6/30/2011. 8.9% annualized total return over five years.

04/30/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $859.63 6.6% 21.9 1.1% 62% 59 61.9 10.8%
Guggenheim S&P 400 MidCap (Equal) EWMC 3.16 $89.76 $283.92 33.0% 6.4% 21.3 0.4% 42% 37 40 13.1%
Guggenheim S&P 600 Small Cap (Equal) EWSC 3.19 $67.42 $214.93 25.0% 6.3% 19.6 1.2% 50% 51 51 10.0%
Invesco S&P 500 (Equal) RSP 2.14 $168.90 $360.77 42.0% 7.0% 23.8 1.7% 85% 80 85 9.5%


MIPAR 10.8%  
Sweet Spot 15.8% - 20.8%  
Portfolio Averages
PAR 10.8%
Quality 61.9
Growth 6.6%
P/E Ratio 21.9
Yield 1.1%
Fin Strength 62%
EPS Stability 59