American Association of Individual Investors

American Association of Individual Investors

What It Takes in 2025: Key Characteristics of AAII’s Top Screens

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AAII
Jan 13, 2026
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  • AAII Stock Screens winners and losers

  • Why returns are driven by value, growth, momentum, estimate revisions, quality and financial strength

  • Common traits of long-term winning strategies

The table here highlights the top- and bottom-performing screening strategies for 2025, along with annualized risk-adjusted winners and losers since 1998.

While the strongest gains for the year came from large-cap growth, mid- and small-cap value styles started showing strength in 2025.

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