Performance and Pricing

Since Inception

$100,000.00 invested on 5/26/2008 (Top 20), on 7/20/2008 (Conservative Growth /Balanced) and on 4/28/2011 (Sector Selector ETF).

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.
Annual Returns Performance and Pricing Calendar-year returns printed for each model beside its benchmark.
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.
Hulbert Financial Digest Performance and Pricing The independent monitor cited on all three model records.