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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 are live since 2006 and backtested before then.
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Historical returns (from 1/4/02 to
)
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| The
chart below provides the historical backtested equity curves 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. |
The
table below provides the historical backtested results 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. Clicking on the 
icon displays the same information for each individual year. |
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Annualized
Return: |
Total
Cumulative Return: |
Average
Period Return: |
%
of Winning Periods: |
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Average
Return: |
Largest
Return: |
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Average
Periodic Turnover: |
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Folio
A |
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Winning
Period |
Losing
Period |
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Folio
B |
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Winning
Period |
Losing
Period |
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S&P
500 |
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Winning
Period |
Losing
Period |
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Yearly
Details: |
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Live returns (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. |
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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