Performance Comparison to S&P 500
Comparing Our Strategies to the S&P 500
At 3 Oaks Partners, we believe in transparent performance tracking and in providing our clients with clear insights into how our strategies perform against widely recognized benchmarks, like the S&P 500. This page offers a detailed comparison of the performance of each of our core investment strategies over the past 1, 3, and 5 years, relative to the S&P 500 Index.
2024 Performance Comparison
STRATEGY
Secular Growth
Dividend Growth
Cyclical Growth
Crypto$
2024 Performance
49.5%
38.4%
18.1%
125.9%
S&P 500 Performance (2024)
24.9%
24.9%
24.9%
24.9%
2-Year Performance Comparison
STRATEGY
Secular Growth
Dividend Growth
Cyclical Growth
Crypto$
2-Year Performance
51.1%
25.7%
19.9%
206.5%
S&P 500 Performance (2-Year)
25.6%
25.6%
25.6%
25.6%
3-Year Performance Comparison
STRATEGY
Secular Growth
Dividend Growth
Cyclical Growth
Crypto$
3-Year Performance
13.4%
16.6%
10.0%
21.4%
S&P 500 Performance (3-Year)
8.9%
8.9%
8.9%
8.9%
5-Year Performance Comparison
STRATEGY
Secular Growth
Dividend Growth
Cyclical Growth
Crypto$
5-Year Performance
18.8%
15.9%
17.0%
N/A
S&P 500 Performance (5-Year)
14.5%
14.5%
14.5%
14.5%
Observations & Insights
Secular Growth
Secular Growth has consistently outperformed the S&P 500, with 2024 delivering an outstanding 49.5% return, driven by strong investments in high-growth technology and clean energy sectors. This strategy continues to capitalize on transformative trends for long-term growth.
Dividend Growth
Dividend Growth offers a stable income strategy with reliable returns, often in line with broader market performance. In 2024, it delivered an impressive 38.4% return, closely matching the performance of the S&P 500, showcasing its consistent strength and resilience.
Cyclical Growth
Cyclical Growth strategically leverages economic cycles to capture growth during periods of recovery and expansion. While there was strong performance in 2024 (18.1%), the strategy is designed to excel during economic upturns, offering significant potential when recovery phases gain momentum.
Crypto$
The Crypto$ strategy focuses on high-growth opportunities in cryptocurrencies and blockchain technologies. It invests in leading digital assets like Bitcoin, Ethereum, and emerging DeFi projects. With a 206.5% return over the past 2 years, this strategy highlights the exceptional growth potential within the rapidly expanding digital asset market.
Why the Comparison Matters
Risk-Adjusted Performance: While our strategies may outperform the S&P 500 in certain years, we also consider risk-adjusted returns to ensure sustainable growth over time.
Strategic Allocation: Each strategy aligns with a unique investment approach, offering targeted opportunities in high-growth sectors, dividend-focused investments, and emerging technologies.
Long-Term Focus: Our strategies are designed for clients who are looking for long-term growth with active management that adapts to market cycles, while the S&P 500 often represents a passive, broad-market approach.
Want to Know More?
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