The Model Fund Portfolio’s Year-To-Year Performance records the historical returns of our real-money portfolio since its inception in June 2003.
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 Fund Portfolio |
SPDR S&P 500 ETF (SPY) |
Model Fund Portfolio |
SPDR S&P 500 ETF (SPY) |
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| 2003* | 18.6 | 15.0 | $11,858 | $11,500 | ||||||||
| 2004 | 17.7 | 10.7 | $13,955 | $12,735 | ||||||||
| 2005 | 5.4 | 4.8 | $14,711 | $13,350 | ||||||||
| 2006 | 16.1 | 15.6 | $17,086 | $15,438 | ||||||||
| 2007 | 10.2 | 5.4 | $18,820 | $16,268 | ||||||||
| 2008 | (35.9) | (36.9) | $12,071 | $10,273 | ||||||||
| 2009 | 24.9 | 26.4 | $15,080 | $12,981 | ||||||||
| 2010 | 20.3 | 14.9 | $18,136 | $14,914 | ||||||||
| 2011 | (1.7) | 2.0 | $17,827 | $15,207 | ||||||||
| 2012 | 12.6 | 15.8 | $20,075 | $17,608 | ||||||||
| 2013 | 26.7 | 32.2 | $25,436 | $23,279 | ||||||||
| 2014 | 9.9 | 13.6 | $27,962 | $26,439 | ||||||||
| 2015 | (4.5) | 1.3 | $26,711 | $26,793 | ||||||||
| 2016 | 15.3 | 11.8 | $30,807 | $29,957 | ||||||||
| 2017** | 10.4 | 14.2 | $34,004 | $34,197 | ||||||||
| Since Inception** | 9.0 | 9.0 | $34,004 | $34,197 | ||||||||
| *June 30 to December 31, 2003. **Through 9/30/2017. Portfolio was started on June 30, 2003. |
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