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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.
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Historical returns (from 1/4/02 to
)
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| 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
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Folio
A |
Folio
B |
S&P
500 |
Annualized |
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Cumulative |
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Details:
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Yearly
Returns |
|
Folio
A |
Folio
B |
S&P
500 |
2009 |
2.8%
|
47.2%
|
32.3%
|
2008 |
-25.6%
|
-33.1%
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-40.7%
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2007 |
41.9% |
37.5% |
4.3% |
2006 |
29.9%
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24.5%
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13.4%
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2005 |
40.7% |
67.8% |
3.0% |
2004 |
50.4%
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56.1%
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9.2%
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2003 |
92.8% |
80.0% |
23.8% |
2002 |
23.5%
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58.7%
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-21.5%
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Yearly
Details:
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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 |
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Equity Curve:
Trade Details: |
Folio
B |
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Equity Curve:
Trade Details: |
S&P
500 |
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