OpenBB Filter

5/11/2026 (9:16pm) Strong April 2026 filter performance driven by V-Score, EUB Return, and P/E criteria If purchased at the closing price of 4/13/26, the average of the 14 tickers in our 4/10/2026 close-based filter returned 6.06% through the 5/11/2026 close.  This beat the average price return of the 129 tickers in the screen, which came in at

4/13/2026 Strong March 2026 filter performance driven by V-Score, P/E and EUB Return criteria If purchased at the closing price of 3/13/26, the average of the 9 tickers in our 3/12/2026 close-based filter returned 5.16% through the 4/10/2026 close.  This compares well with both the SPY, with a price return of 2.59% for the same period, and

3/12/2026 Weak February 2026 performance driven by P/E Ratio and EUB Return criteria If purchased at the closing price of 2/11/26, the average of the 11 tickers in our 2/10/2026 close-based filter returned -10.93% through the 3/12/2026 close.  This compares poorly with both the SPY, with a price return of -3.74% for the same period, and

2/11/2026 Strong January 2026 performance driven by P/E Ratio and EDB Return criteria If purchased at the closing price of 1/13/261, the average of the 19 tickers in our 1/12/ 2026 close-based OpenBB filter returned +5.91% through the 2/10/26 close.  This compares very favorably with both the SPY, with a price return of -0.24% for the same

Strong December 2025 performance driven by P/E Ratio and V-Score criteria If purchased at the closing price of 12/10/25, the average of the 19 tickers in our 12/9/ 2025 close-based OpenBB filter returned 7.43% through the 1/12/26 close.  This compares favorably with both the SPY, with a price return of 1.10% for the same period,