Performance and Pricing

Annual Returns

The Top 20 record printed 2008 at -27.31% against -33.32% for the S&P 500, 2009 at 68.80% against 26.46%, and 2010 at 51.85% against 15.06%.

Where this appeared

Quoted from /Model/Top_20/ as published between 2008 and 2011. Return to the front page

Existing Positions Performance and Pricing Positions already held, priced at the close of each trading day.
Additions and Deletions Performance and Pricing Changes to a portfolio, priced on the session following the notice of change.
Portfolio Performance Performance and Pricing Aggregate change of positions including interest and dividends, before expenses.
Trailing Returns Performance and Pricing Return columns printed for YTD, 3, 6 and 12 months, inception and annualized.
Quarterly Returns Performance and Pricing Quarter-by-quarter returns printed under year tabs from 2008 to 2011.
Benchmark Performance and Pricing The index each model was measured against on its own record page.
Since Inception Performance and Pricing Return measured from the date each model was funded with $100,000.00.
Hulbert Financial Digest Performance and Pricing The independent monitor cited on all three model records.