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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
  Average Annual
Return Since
Inception*
2014 YTD Annual Rate of Return
2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Model Shadow Stock Portfolio 17.9% -3.4% 61.0% 33.3% 6.3% 45.4% 72.3% -50.8% -1.8% 29.4% 17.9% 43.7% 73.1% 10.8% 21.4% -7.7% 0.0% -8.9% 44.3% 22.3% 20.7%
Vanguard 500 Index (VFINX) 9.1% 1.8% 32.2% 15.8% 2.0% 14.9% 26.5% -37.0% 5.4% 15.6% 4.8% 10.8% 28.5% -22.1% -12.0% -9.1% 21.1% 28.6% 33.2% 22.9% 37.4%
Vanguard Small Cap Idx (NAESX) 10.6% 2.6% 37.6% 18.0% -2.8% 27.7% 36.1% -36.0% 1.2% 15.6% 7.4% 19.9% 45.6% -20.0% 3.1% -2.7% 23.1% -2.6% 24.6% 18.1% 28.7%
DFA US Micro Cap (DFSCX) 12.3% 0.6% 45.1% 18.2% -3.3% 31.3% 28.1% -36.7% -5.2% 16.2% 5.7% 18.4% 60.7% -13.3% 22.8% -3.6% 29.8% -7.3% 22.8% 17.6% 34.5%
*Data as of 3/31/2014