Compliant 50 vs S&P 500
Trailing one-year performance of an equal-weight basket of the 50 largest Shariah-compliant S&P 500 companies against the S&P 500 index.
+72.5%
Compliant 50, trailing 1y
+15.0%
S&P 500 index, trailing 1y
+57.5%
Excess return
1.29
Beta vs S&P 500
Growth of 100 — trailing one year
Risk statistics
| Metric | Compliant 50 | S&P 500 |
|---|---|---|
| Total return (1y) | +72.5% | +15.0% |
| Annualised volatility | +19.5% | +13.0% |
| Maximum drawdown | -10.1% | -9.1% |
Best and worst constituents, trailing 1y
| Ticker | Company | Sector | 1y return |
|---|---|---|---|
SNDK | Sandisk | Information Technology | +1239.5% |
MU | Micron Technology | Information Technology | +472.8% |
DELL | Dell Technologies | Information Technology | +304.8% |
AMD | Advanced Micro Devices | Information Technology | +285.0% |
STX | Seagate Technology | Information Technology | +237.8% |
INTC | Intel | Information Technology | +224.0% |
WDC | Western Digital | Information Technology | +216.9% |
MRVL | Marvell Technology | Information Technology | +216.5% |
AMAT | Applied Materials | Information Technology | +149.6% |
LRCX | Lam Research | Information Technology | +139.4% |
| ⋯ | |||
HD | Home Depot (The) | Consumer Discretionary | -26.4% |
ABT | Abbott Laboratories | Health Care | -25.9% |
IBM | IBM | Information Technology | -20.8% |
TSLA | Tesla, Inc. | Consumer Discretionary | -13.8% |
PEP | PepsiCo | Consumer Staples | -7.7% |
Methodology & caveats
The Compliant 50 is the 50 largest S&P 500 companies (by market capitalisation) that pass the nightly AAOIFI Standard 21 screen, equal-weighted and rebalanced daily, using dividend- and split-adjusted closes. Both series are indexed to 100 one year ago.
Read the outperformance carefully. Three biases work in the basket's favour:
- Look-ahead / survivorship: constituents are today's compliant list applied backwards. A company that was non-compliant for most of the year but compliant today is included for the whole window. This is a trailing portrait of the current basket, not a tradable track record.
- Equal weighting vs a cap-weighted benchmark: the index weights mega-caps; equal weighting gives its smallest members 25× the index's relative exposure.
- Concentration: excluding financials tilts the basket toward technology — in the current window the AI-memory rally (SNDK, MU, DELL) accounts for most of the excess return.
Nothing on this page is investment advice or a solicitation. Data
quality guard: any constituent showing a >60% single-day move
(an unadjusted-split artifact) is dropped from the basket and listed in
meta.errors.