Results

The results posted on this page are for our two sample 10-stock GuruFolios which were started on January 4, 2002 and rebalanced every subsequent 4-week period since. Returns for Folio A are live since January 2006 and backtested before then. Folio B was also introduced in January 2006 and was relaunched on December 1, 2008 using an updated stock selection algorithm. Returns for Folio B are live since that date and backtested before then.
 Historical returns (from 1/4/02 to )
The chart below provides the equity curves (including both backtested and live data) for our sample 10-stock GuruFolios versus the S&P 500 as of the last completed 4-week period. Each GuruFolio was started on January 4, 2002 and rebalanced every 4 weeks. Clicking the checkboxes below the chart lets you view Folio A, Folio B or both together with the S&P 500.

These are the results (including both backtested and live data) for our sample 10-stock GuruFolios versus the S&P 500 as of the last completed 4-week period. Each Folio was started on January 4, 2002 and rebalanced every 4 weeks. They are organized by "Annualized", "Cumulative", and "Yearly Returns". Clicking on the icon displays more detailed information.

Returns since 1/4/02 as of
Folio A
Folio B
S&P 500
Annualized
Cumulative
Details:


Yearly Returns
Folio A
Folio B
S&P 500
2016
35.2%
18.4%
15.0%
2015
3.0%
14.1%
-1.0%
2014
4.7%
1.2%
16.1%
2013
28.8%
26.5%
29.9%
2012
34.0%
19.3%
15.5%
2011
-3.1%
-28.7%
2.7%
2010
23.0%
13.4%
13.8%
2009
2.8%
47.2%
32.3%
2008
-25.6%
-33.1%
-40.7%
2007
41.9%
37.5%
4.3%
2006
29.9%
24.5%
13.4%
2005
40.7%
67.8%
3.0%
2004
50.4%
56.1%
9.2%
2003
92.8%
80.0%
23.8%
2002
23.5%
58.7%
-21.5%
Yearly Details:


 Returns since Inception (from 1/2/06 to )
The table below lists the returns since January 2, 2006 for our sample 10-stock GuruFolios versus the S&P 500 as of the last completed 4-week period. Clicking on the icon displays the stock selection for each completed 4-week period, along with the corresponding return. You can also view the equity curve since January 2, 2006 versus the S&P 500 by clicking on the icon. Please note that Folio B was relaunched on December 1, 2008 using an updated stock selection algorithm. Returns for Folio B are live since that date and backtested before then.

Name
Total cumulative return
Folio A
Equity Curve:      Trade Details:
Folio B
Equity Curve:      Trade Details:
S&P 500
 

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