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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 174.3% since its May 1999 inception. Over the same period, Upside's Buy List has gained 168.8%, the Russell 2000 Index has gained 8.7%, and the S&P 500 Index has declined 33.0%.

 

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
(%)
2008 * (47.1) (50.2) (37.5) (39.7)
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 December 18. 
 † May 28, 1999 to Dec. 31, 1999

 

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