Model Fund Portfolio Year-to-Year Performance

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)
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 YTD** 6.8 5.8 $28,524 $28,335
Since Inception** 8.2 8.1 $28,524 $28,335
*June 30 to December 31, 2003.
**Through 10/31/2016. Portfolio was started on June 30, 2003.