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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
|
|
Folio
A |
Folio
B |
S&P
500 |
Annualized |
|
|
|
Cumulative |
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Details:
|
|
Yearly
Returns |
|
Folio
A |
Folio
B |
S&P
500 |
2023 |
28.8% |
18.6% |
22.3% |
|
2022
|
22.0%
|
-12.3%
|
-15.4%
|
2021 |
71.5% |
75.0% |
24.0% |
|
2020
|
-6.7%
|
-20.6%
|
19.3%
|
2019 |
-15.6% |
7.6% |
24.2%
|
|
2018
|
-27.2%
|
-18.4%
|
-1.0%
|
2017 |
44.7% |
37.0% |
20.9%
|
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2016
|
35.2%
|
18.4%
|
15.0%
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2015 |
3.0% |
14.1% |
-1.0%
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2014
|
4.7%
|
1.2%
|
16.1%
|
2013 |
28.8% |
26.5% |
29.9%
|
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2012
|
34.0%
|
19.3%
|
15.5%
|
2011 |
-3.1%
|
-28.7%
|
2.7%
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2010
|
23.0%
|
13.4%
|
13.8%
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2009 |
2.8%
|
47.2%
|
32.3%
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2008 |
-25.6%
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-33.1%
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-40.7%
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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%
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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 |
|
Equity Curve:
Trade Details: |
Folio
B |
|
Equity Curve:
Trade Details: |
S&P
500 |
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