How has the icTracker performed against the SnP 500?

Starting with an initial corpus of $100,000, we backtested the performance of the icTracker by constructing a virtual portfolio based on the icTracker recommendations, and benchmarked it against the SnP 500. Here is how this virtual portfolio has performed from September 2013 onwards:

As seen above, the initial corpus of $100,000 invested on September 30 2013 has grown to $339,627 as of September 30 2023.

In other words, the icTracker has outperformed the SnP 500 by 137% during this period.

Generated Portfolio Stats
CAGR Alpha Beta Std Deviation Sharpe Ratio Treynor Ratio Modigliani Ratio
13.00%4.71%0.752363417.47%47.79%11.10%10.38%

The detailed performance data for the above chart is shown below.

icTracker gen.SnP 500
Qtr EndTrade DatePortfolio valueIndex ValuePortfolio value
30 Sep 201313 Nov 2013100,0001,782.00100,000
31 Dec 201313 Feb 2014104,2131,829.83102,684
31 Mar 201414 May 2014114,5701,888.53105,978
30 Jun 201413 Aug 2014117,9611,946.72109,244
30 Sep 201413 Nov 2014115,5172,039.33114,441
31 Dec 201413 Feb 2015134,5362,096.99117,676
31 Mar 201514 May 2015147,9512,121.10119,029
30 Jun 201513 Aug 2015137,7662,083.39116,913
30 Sep 201513 Nov 2015138,3192,023.04113,526
31 Dec 201516 Feb 2016128,0431,895.58106,374
31 Mar 201616 May 2016140,1692,066.66115,974
30 Jun 201615 Aug 2016145,1902,190.15122,904
30 Sep 201614 Nov 2016162,8442,164.20121,448
31 Dec 201613 Feb 2017173,3252,328.25130,654
31 Mar 201715 May 2017186,8662,402.32134,810
30 Jun 201714 Aug 2017197,5822,465.84138,375
30 Sep 201713 Nov 2017197,4232,584.84145,053
31 Dec 201713 Feb 2018211,9752,662.94149,436
31 Mar 201814 May 2018226,2402,730.13153,206
30 Jun 201813 Aug 2018234,3172,821.93158,358
30 Sep 201813 Nov 2018233,3002,722.18152,760
31 Dec 201813 Feb 2019217,2522,753.03154,491
31 Mar 201914 May 2019226,9082,834.41159,058
30 Jun 201913 Aug 2019249,8222,926.32164,216
30 Sep 201913 Nov 2019288,5693,094.04173,627
31 Dec 201913 Feb 2020322,0803,373.94189,335
31 Mar 202014 May 2020301,2992,852.50160,073
30 Jun 202013 Aug 2020376,5893,373.43189,306
30 Sep 202013 Nov 2020387,4103,585.15201,187
31 Dec 202016 Feb 2021456,8013,932.59220,684
31 Mar 202114 May 2021463,5164,173.85234,223
30 Jun 202113 Aug 2021437,1434,468.00250,730
30 Sep 202115 Nov 2021407,4554,682.80262,783
31 Dec 202114 Feb 2022372,9564,401.67247,007
31 Mar 202216 May 2022332,7564,008.01224,916
30 Jun 202215 Aug 2022296,6334,297.14241,141
30 Sep 202214 Nov 2022269,1093,957.25222,068
31 Dec 202213 Feb 2023272,0244,137.29232,171
31 Mar 202315 May 2023282,9594,136.28232,115
30 Jun 202314 Aug 2023333,6124,489.72251,948
30 Sep 202313 Nov 2023339,6274,411.55247,562
CAGR13.00%9.48%

The icTracker recommendations based virtual portfolio that has achieved this incredible feat is reproduced below for your reference. This portfolio includes dividends, stock splits and bonus where applicable. Buy transactions less than six months old that are still open, remain undisclosed.

StockBUY TransactionsSELL TransactionsPROFITLATEST
NoNameDateQtyPriceSLValueDateQtyPriceValueDividendGainPriceValue
1 Ameriprise Financial Inc13 Nov 2013247104.290.625,75313 Feb 2014247107.326,484128731----
2 IQVIA Holdings Inc13 Nov 201395144.442.042,23804 Dec 201395142.039,883--(2,355)----
3 Constellation Brands13 Nov 201347667.358.232,06713 Feb 201447679.437,776--5,709----
4 Estee Lauder Companies13 Feb 201454167.561.836,57614 May 201454173.739,8211083,245----
5 International Business Machines Corp13 Feb 2014194181.8170.435,31214 May 2014194188.736,5752131,263----
6 LyondellBasell Industries NV13 Feb 201438683.478.832,21314 May 201438696.637,2395025,026----
7 IQVIA Holdings Inc14 May 201445447.843.521,70513 Aug 201445456.425,575--3,871----
8 Kroger Co14 May 201485746.743.640,03613 Aug 201485749.742,585712,548----
9 TJX Companies14 May 201489359.156.252,85620 May 201489355.849,756--(3,100)----
10 AbbVie Inc13 Aug 201432053.650.717,16913 Nov 201432063.620,3411343,172----
11 Blackstone Inc13 Aug 201425833.431.68,63130 Sep 201425831.68,138--(493)----
12 Marriott International Inc13 Aug 2014138366.662.992,13113 Oct 2014138362.786,597277(5,534)----
13 Lowes Companies Inc13 Nov 2014131558.654.477,14913 Feb 2015131572.194,65130217,502----
14 Marriott International Inc13 Nov 201444278.166.234,55013 Feb 201544279.435,06088509----
15 United Airlines Holdings13 Nov 20146656.845.53,75013 Feb 20156666.24,367--617----
16 Blackstone Inc13 Feb 2015141737.433.353,04913 Aug 2015141738.254,0192,310970----
17 International Business Machines Corp13 Feb 2015408160.4151.065,50914 May 2015408174.170,9415305,433----
18 Seagate Technology13 Feb 201525961.855.116,03310 Mar 201525954.914,213--(1,820)----
19 Blackstone Inc14 May 201574243.138.432,00524 Jul 201574238.428,438549(3,567)----
20 Kimberly-Clark Corp14 May 2015354111.6106.239,55305 Jun 2015354106.137,519312(2,034)----
21 MasterCard Inc. Cl A14 May 201516393.889.415,31113 Aug 201516397.215,83326521----
22 Domino's Pizza Inc13 Aug 2015731114.2108.683,56420 Aug 2015731108.479,187--(4,376)----
23 Southwest Airlines13 Aug 201595239.035.137,13708 Feb 201695235.133,340143(3,797)----
24 United Airlines Holdings13 Aug 201529358.452.817,11424 Aug 201529352.715,420--(1,693)----
25 Domino's Pizza Inc16 Feb 2016661111.1104.973,49716 May 2016661123.281,3342517,837----
26 DuPont de Nemours16 Feb 201654846.838.525,68916 May 201654851.628,2492522,560----
27 Marriott International Inc16 Feb 201644365.156.828,85016 May 201644367.729,9661111,115----
28 Accenture Plc Cl A16 May 2016707117.2108.482,90815 Aug 2016707113.680,235--(2,673)----
29 HP Inc16 May 201680411.610.79,36813 Feb 201780416.012,8833063,515----
30 Yum! Brands Inc16 May 201658981.377.147,90415 Aug 201658989.952,9222715,018----
31 Delta Air Lines15 Aug 201685336.932.831,52414 Nov 201685347.540,4511738,927----
32 HP Inc15 Aug 2016117314.512.817,04913 Feb 2017117316.018,7963011,747----
33 LyondellBasell Industries NV15 Aug 2016109577.571.584,93614 Nov 2016109582.490,138--5,201----
34 Boeing Company14 Nov 2016242150.0135.636,33415 May 2017242182.444,0946877,760----
35 HP Inc14 Nov 201643816.114.87,05909 Jan 201743814.86,47258(586)----
36 McDonald's Corp14 Nov 2016743117.9112.487,65813 Feb 2017743125.593,1836985,525----
37 Boeing Company13 Feb 2017615168.0154.6103,44215 May 2017615182.4112,0588738,616----
38 EBay Inc13 Feb 201786133.830.529,12215 May 201786134.229,400--277----
39 McDonald's Corp15 May 20171007146.3127.3147,45114 Aug 20171007157.3158,20394710,751----
40 McKesson Corporation15 May 2017160145.3135.123,27614 Aug 2017160149.123,82945553----
41 Seagate Technology15 May 201737443.538.716,27803 Jul 201737438.714,463236(1,815)----
42 Moodys Corporation14 Aug 2017250130.5119.632,66513 Nov 2017250142.235,502952,837----
43 The Toro Company14 Aug 2017131572.769.995,72217 Aug 2017131569.791,585--(4,138)----
44 United Parcel Service14 Aug 2017608113.7108.869,19313 Nov 2017608114.869,735505542----
45 Boeing Company13 Nov 2017266262.4239.469,87413 Feb 2018266343.291,18945521,316----
46 Colgate-Palmolive13 Nov 2017143173.769.5105,57008 Feb 2018143169.499,232572(6,338)----
47 Micron Technology13 Nov 201748245.635.422,00113 Aug 201848251.324,721--2,720----
48 The Gap Inc13 Feb 201884432.430.227,39809 Apr 201884430.125,408--(1,991)----
49 Micron Technology13 Feb 201870742.639.630,17013 Aug 201870751.336,261--6,092----
50 Starbucks Corp13 Feb 2018240255.751.7133,85314 May 2018240257.1137,0897213,236----
51 Nordstrom Inc14 May 2018143449.346.170,79618 May 2018143446.065,852531(4,943)----
52 Micron Technology14 May 201833253.043.817,61413 Aug 201833251.317,028--(586)----
53 Verisign Inc14 May 2018590126.7117.974,79813 Aug 2018590152.589,909--15,110----
54 American Express13 Aug 20181511101.896.4153,98913 Nov 20181511107.9162,8145898,825----
55 W.W. Grainger Inc13 Aug 2018168353.2305.259,39016 Oct 2018168300.150,373--(9,017)----
56 Huntington Ingalls Industries Inc13 Aug 201887240.5224.620,94824 Oct 201887224.019,47263(1,476)----
57 Gilead Sciences Inc13 Nov 2018147970.965.5104,99617 Dec 2018147965.496,665843(8,330)----
58 Live Nation Entertainment Inc13 Nov 2018131155.950.673,30620 Dec 2018131150.566,160--(7,145)----
59 Textron Inc13 Nov 201898355.940.855,00513 Feb 201998354.653,56920(1,436)----
60 Brown-Forman Corporation13 Feb 2019310548.645.8150,96114 May 2019310551.7160,3995159,438----
61 Devon Energy Corp13 Feb 2019106926.922.128,79614 May 2019106930.832,850864,054----
62 Vector Group Ltd13 Feb 2019342510.99.437,51725 Apr 201934259.331,7091,370(5,808)----
63 AbbVie Inc14 May 201937078.474.929,05225 Jun 201937073.026,999--(2,053)----
64 Cincinnati Financial Corp14 May 201980095.784.076,66913 Aug 2019800110.788,47944811,811----
65 Coca-Cola Enterprises Inc14 May 2019248848.745.8121,26213 Aug 2019248853.5132,97599511,713----
66 Bio-Rad Laboratories Inc13 Aug 2019572326.3299.2186,80213 Nov 2019572351.9201,097--14,295----
67 Crocs Inc13 Aug 2019173324.519.142,44913 Feb 2020173338.666,775--24,326----
68 Qualcomm Inc13 Aug 201928672.266.320,66413 Nov 201928690.525,8491775,184----
69 Ameren Corporation13 Nov 2019117475.672.188,82013 Feb 2020117485.8100,57058111,750----
70 Crocs Inc13 Nov 201941735.527.414,82213 Feb 202041738.616,068--1,245----
71 McDonald's Corp13 Nov 2019632195.0177.9123,36313 Feb 2020632217.4137,27279013,909----
72 Brown-Forman Corporation13 Feb 2020148271.265.3105,63926 Feb 2020148265.196,373--(9,266)----
73 Bio-Rad Laboratories Inc13 Feb 2020283379.3362.4107,46127 Feb 2020283362.1102,366--(5,094)----
74 HCA Healthcare Inc13 Feb 2020721150.9142.8108,89324 Feb 2020721142.3102,473--(6,421)----
75 Bio-Rad Laboratories Inc14 May 2020401457.8347.0183,74513 Aug 2020401509.8204,217--20,472----
76 Lululemon Athletica14 May 2020158237.6176.737,57413 Aug 2020158350.355,290--17,717----
77 Teradyne Inc14 May 2020130061.446.879,88713 Aug 2020130090.0116,85713036,970----
78 Crocs Inc13 Aug 202032439.435.112,76913 Nov 202032456.918,414--5,645----
79 Domino's Pizza Inc13 Aug 2020352399.0375.5140,60313 Nov 2020352389.6137,002275(3,600)----
80 United Parcel Service13 Aug 20201399159.3120.7223,07013 Nov 20201399163.7228,7452,8265,676----
81 Bio-Rad Laboratories Inc13 Nov 2020470602.4508.3283,39216 Feb 2021470649.6305,016--21,624----
82 IDT Corporation13 Nov 202027629.65.126,54216 Feb 2021276219.152,619--26,077----
83 Vector Group Ltd13 Nov 2020689811.310.277,68016 Feb 2021689814.297,9911,38020,311----
84 LyondellBasell Industries NV16 Feb 202171498.087.870,03515 Nov 202171495.267,9192,363(2,116)----
85 Rockwell Automation Inc16 Feb 2021653249.7235.3163,23014 May 2021653267.5174,47769911,246----
86 Texas Instruments16 Feb 20211235180.8168.0223,46204 Mar 20211235167.0206,071--(17,391)----
87 IDT Corporation14 May 202136625.822.89,45613 Aug 202136655.920,443--10,987----
88 LyondellBasell Industries NV14 May 20211311114.1107.0149,69517 Jun 20211311106.1138,8951,481(10,800)----
89 United Parcel Service14 May 20211029216.4161.4222,87813 Aug 20211029194.0199,4061,050(23,472)----
90 Altria Group13 Aug 2021508948.645.8247,57330 Sep 2021508945.8232,5994,580(14,974)----
91 LyondellBasell Industries NV13 Aug 20211086105.192.3114,22009 Sep 2021108692.299,9921,227(14,228)----
92 International Paper15 Nov 2021536449.542.9265,51514 Feb 2022536446.2247,730--(17,785)----
93 Simon Property Group15 Nov 2021404166.3129.167,24814 Feb 2022404139.956,463667(10,785)----
94 Ulta Beauty Inc15 Nov 2021186401.7367.474,79720 Dec 2021186367.068,202--(6,595)----
95 Charter Communications14 Feb 2022220607.9548.5133,88131 Mar 2022220547.9120,422--(13,459)----
96 Etsy Inc14 Feb 2022221142.767.931,55716 May 202222186.619,124--(12,433)----
97 Norfolk Southern Corp14 Feb 2022762272.3254.1207,67723 Feb 2022762254.0193,370--(14,308)----
98 ConocoPhillips16 May 20221597105.596.2168,65217 Jun 2022159795.7152,629--(16,023)----
99 The Mosaic Company16 May 202292563.151.558,40713 Jun 202292551.547,592139(10,816)----
100 WR Berkley Corporation16 May 2022156167.661.3105,67602 Aug 2022156161.295,472781(10,204)----
101 Biogen Inc15 Aug 2022377222.4202.183,92124 Aug 2022377202.176,103--(7,818)----
102 Lowes Companies Inc15 Aug 2022679208.0187.4141,40026 Sep 2022679187.1126,908--(14,492)----
103 Sysco Corp15 Aug 202283785.279.371,35016 Sep 202283779.166,135--(5,215)----
104 Automatic Data Processing14 Nov 2022399250.1235.699,88205 Jan 2023399235.293,741499(6,141)----
105 Kimberly-Clark Corp14 Nov 2022813127.6114.3103,81015 May 2023813143.9116,8331,90213,023----
106 Otis Worldwide Corporation14 Nov 202283977.868.865,31413 Feb 202383984.470,7242435,410----
107 Altria Group13 Feb 2023123747.945.159,25023 Mar 2023123744.855,3181,163(3,932)----
108 Kimberly-Clark Corp13 Feb 2023540130.1123.770,32407 Mar 2023540123.766,720--(3,604)----
109 Lamb Weston Holdings Inc13 Feb 202336899.687.836,68615 May 2023368113.941,8701035,184----
110 Automatic Data Processing15 May 2023934214.4208.2200,44114 Aug 2023934252.0235,0951,16834,655----
111 General Electric Company15 May 2023654102.090.966,77514 Aug 2023654115.675,4941058,719----
112 Nordstrom Inc15 May 2023105315.112.615,86414 Aug 2023105320.621,6702005,807----
113 14 Aug 2023143676.667.9110,16513 Nov 2023143681.4116,817603------
114 14 Aug 2023452,517.22,347.3113,386--45--------2,627.1118,217
115 14 Aug 2023492225.9206.9111,24902 Oct 2023492206.7101,575--------
116 13 Nov 2023162,707.12,549.143,357--16--------2,627.142,033
117 13 Nov 2023201161.9138.932,578--201--------157.631,672
118 13 Nov 2023688208.1195.0143,330--688--------210.1144,563
Portfolio Totals43,842190,369 336,485

If you have any questions about the icTracker Backtesting, have a comment or otherwise want to provide feedback, please Contact Us.


Standard Disclaimer

  1. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
  2. Past performance, by way of backtesting or by way of actuals, is no guarantee of future returms.
  3. Securities mentioned on this website are for educational purpose only and do not constitute investment advice.
Standard Warning - Investment in securities markets are subject to market risk. Read all the related documents carefully before investing.