Stock Portfolio Year-to-Year Performance

The Model Shadow Stock Portfolio’s Year-To-Year Performance records the historical returns of our real-money portfolio since its inception in 1993.

For more information on the benchmarks to which we compare our portfolio in the table below, click its ticker symbol.


YEAR-TO-YEAR PERFORMANCE
Year Annual Rate of Return (%) Cumulative Growth of $10,000
Model
Shadow
Stock
Portfolio
Vanguard
500
Index
(VFINX)
Vanguard
Small Cap
Index
(NAESX)
Model
Shadow
Stock
Portfolio
Vanguard
500
Index
(VFINX)
Vanguard
Small Cap
Index
(NAESX)
1993 32.3 9.9 18.7 $13,230 $10,989 $11,870
1994 2.0 1.2 (0.5) $13,492 $11,118 $11,810
1995 20.7 37.4 28.7 $16,291 $15,282 $15,204
1996 22.3 22.9 18.1 $19,927 $18,775 $17,959
1997 44.3 33.2 24.6 $28,756 $25,010 $22,375
1998 (8.9) 28.6 (2.6) $26,188 $32,168 $21,790
1999 (0.0) 21.1 23.1 $26,187 $38,945 $26,831
2000 (7.7) (9.1) (2.7) $24,163 $35,418 $26,116
2001 21.4 (12.0) 3.1 $29,325 $31,160 $26,926
2002 10.8 (22.1) (20.0) $32,506 $24,259 $21,535
2003 73.1 28.5 45.6 $56,268 $31,174 $31,360
2004 43.7 10.8 19.9 $80,843 $34,530 $37,587
2005 17.9 4.8 7.4 $95,353 $36,180 $40,376
2006 29.4 15.6 15.6 $123,363 $41,832 $46,687
2007 (1.8) 5.4 1.2 $121,166 $44,083 $47,227
2008 (50.8) (37.0) (36.0) $59,582 $27,764 $30,217
2009 72.3 26.5 36.1 $102,665 $35,120 $41,130
2010 45.4 14.9 27.7 $149,238 $40,358 $52,529
2011 6.3 2.0 (2.8) $158,701 $41,155 $51,067
2012 33.3 15.8 18.0 $211,588 $47,666 $60,274
2013 61.0 32.2 37.6 $340,599 $63,009 $82,966
2014 (5.8) 13.5 7.4 $320,997 $71,512 $89,072
YTD (15.2) 1.3 (3.8) $272,161 $72,410 $85,693
Since Incep 15.4 8.9 9.7 $272,161 $72,410 $85,693
*YTD & Inception performance through 12/31/2015; 2003 performance June 30 to December 31, 2003