Mavefund

Disciplined Investing.
Compounding Results.

Mavefund combines quality-business research, AI-powered market signals, and transparent model output to support long-term investment research with clear risk context.

+29.6% Avg. annual output
2018-2026
Risk Review Worst calendar row -9.5%
2026 Latest available index period

Yearly Returns (%)

Year 2018 2019 2020 2021 2022 2023 2024 2025 2026 Average (2018-2026)
Mavefund Index 4.2% 44.1% 83.6% 42.3% -9.5% 54.3% 17.4% 16.3% 14.0% 29.6%
S&P 500 -11.2% 28.9% 16.3% 26.9% -19.4% 24.2% 23.3% 16.4% 8.2% 12.6%

Source: Mavefund Index Analytics and benchmark data in mavefund_index_return. Current-year rows use mavefund_index_holdings, stock_price, and the Investor Tracker comparison window when that live DB period is newer. | Data as of June 8, 2026

Performance Methodology

Read these assumptions before using historical output as research context.

Benchmark S&P 500 yearly growth from the same return table.
Time Period 2018-2026 from production rows.
Rebalancing Monthly model review; chart shows calendar-year snapshots.
Data Source Server-rendered from mavefund_index_return, also used by /mavefund_index.
Fees And Slippage Shown before taxes, brokerage fees, fund expenses, and trading slippage unless included upstream.
Drawdown Largest available calendar decline: -9.5% in 2022. Intrayear drawdown is not exposed here.
Backtested Or Live Historical model/index output from Mavefund data, not an audited live client account.
Survivorship Bias The public yearly table does not expose constituent-level history here. Review that limitation.

A Smarter Way to Invest

We blend long-term business research with AI market signals so users can review opportunities and risks with context.

Quality Business Research

  • Focus on high-quality businesses
  • Review moats, earnings durability, and valuation
  • Use a margin-of-safety research lens
  • Keep risk checks close to every signal

Monthly AI Market Signals

  • Analyze macro trends and sentiment
  • Identify opportunities and risks early
  • Update model context as new data arrives
  • Give self-directed investors a clearer research workflow

AI Market Outlook

June 8, 2026

Latest Index Context

Latest available row: Mavefund Index 14.0% versus S&P 500 8.2%. Treat this as historical model output for research, not a buy or sell instruction.

+5.8% Relative difference 2026 Latest year Source Auto-updated
Read market intelligence
Cancel
Anytime

Get full access to our portfolio, AI insights, and monthly reports.

Portfolio and research tools Monthly AI market outlook Exclusive insights and reports
$3.99/month Start Your Subscription