Performance and Pricing

Trailing Returns

Trailing Returns as of 5/7/2011 (since: 5/26/2008)

the Top 20 record printed YTD 9.05%, 3 Month 4.45%, 6 Month 19.65%, 12 Month 40.94%, Inception 103.20% and Annualized 27.19%, against S&P 500 figures of 7.22%, 2.09%, 10.38%, 23.05%, 4.04% and 1.35% on the same date.

Where this appeared

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

Other Performance and Pricing terms

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.
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.
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.