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Performance Update

Excluding dividends and transaction costs and assuming the portfolio is fully invested and rebalanced when changes are made.

Buy Lists Versus Russell 2000 Index


Overall Record
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By Calendar Year


Upside
Best Buy
List
(%)
Upside
Buy
List
(%)
Russell
2000
Index
(%)
S&P
500
Index
(%)
2017 *
1.8
4.9
2.1
6.4
2016
6.5
9.0
19.5
9.5
2015
(4.6)
(8.8)
(5.7)
(0.7)
2014
3.4
9.6
4.8
13.1
2013
63.4
53.4
37.0
29.6
2012
9.8
11.6
14.6
13.4
2011
(8.8)
(9.8)
(5.5)
0.0
2010
21.5
24.0
25.3
12.8
2009
27.5
32.7
25.2
23.5
2008
(44.7)
(47.5)
(34.8)
(38.5)
2007
0.5
4.5
(2.8)
3.5
2006
18.6
18.2
17.0
13.6
2005
5.4
9.1
3.3
3.0
2004
38.3
46.8
17.0
9.0
2003
90.0
76.0
45.4
26.4
2002
(6.7)
(0.5)
(21.5)
(23.4)
2001
1.2
(0.8)
1.0
(13.0)
2000
14.1
27.1
(4.2)
(10.1)
1999 †
43.4
20.8
15.1
12.9
 * Through March 16.
 † May 28, 1999 to Dec. 31, 1999

 

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