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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*
2015 YTD Annual Rate of Return
2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Model Shadow Stock Portfolio 17.0% 5.5% (5.8%) 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) 9.3% 0.9% 13.5% 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) 10.4% 4.7% 7.4% 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) 11.7% 3.1% 2.9% 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 3/31/2015