Performance Update

Returns exclude dividends and transaction costs and assume a portfolio is fully invested and rebalanced when changes are made.

Strong Performance Since Inception In May 1999
Percentage gain since May 28, 1999
Value of $10,000 invested on May 28, 1999
Performance Bar Chart

 

By Calendar Year
 
Upside
Best Buy
List
(%)
Upside
Buy
List
(%)
Russell
2000
Index
(%)
S&P
500
Index
(%)
Total*
1,019.1
986.2
385.7
235.5
Annualized Total* 11.5 11.4 7.4 5.6
         
2021*
32.1
21.7
11.4
16.3
2020
12.8
8.6
18.4
16.3
2019
39.7
32.3
23.7
28.9
2018
(35.4)
(31.2)
(12.2)
(6.2)
2017
12.5
19.9
13.1
19.4
         
2016
6.5
9.0
19.5
9.5
2015
(4.6)
(8.8)
(5.7)
(0.7)
2014
1.8
7.7
3.5
11.4
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 July 22, 2021.
t May 28, 1999 to Dec. 31, 1999