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Performance Update

Excluding dividends and transaction costs and assuming the portfolio is fully invested and rebalanced when changes are made, Upside's Best Buy List has gained 255.9% since its May 1999 inception. Over the same period, Upside's Buy List has gained 272.6 the Russell 2000 Index has gained 48.7%, and the S&P 500 Index has declined 13.8%.

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
(%)
2010* (4.7) (1.6) 0.8 (1.1)
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 February 25. 
 † May 28, 1999 to Dec. 31, 1999

 

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