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.
Shadow Stock Portfolio Links
| YEAR-TO-YEAR PERFORMANCE | |||||||||||||||||||||
| Average Annual Return Since Inception* |
2013 YTD | Annual Rate of Return | |||||||||||||||||||
| 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |||
| Model Shadow Stock Portfolio | 16.9% | 10.6% | 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% | 2.0% |
| Vanguard 500 Index (VFINX) | 8.4% | 6.6% | 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% | 1.2% |
| Vanguard Small Cap Idx (NAESX) | 9.7% | 7.8% | 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% | -0.5% |
| DFA US Micro Cap (DFSCX) | 11.3% | 6.8% | 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% | 3.1% |
| *Data as of 2/28/2013 | |||||||||||||||||||||
