Since 2006, this portfolio has returned 144.7%, underperforming the market by 83.1%.
Year | Portfolio | S&P 500 |
2007 | -4.1% | 3.5% |
2008 | -10.5% | -38.5% |
2009 | 5.4% | 23.5% |
2010 | 18.2% | 12.8% |
2011 | 14.3% | -0.0% |
2012 | 26.4% | 13.4% |
Year | Portfolio | S&P 500 |
2013 | 51.3% | 29.6% |
2014 | 9.3% | 11.4% |
2015 | -5.5% | -0.7% |
2016 | 15.8% | 9.5% |
2017 | 12.2% | 19.4% |
2018 | -19.9% | -6.2% |
Year | Portfolio | S&P 500 |
2019 | 10.8% | 28.9% |
2020 YTD | -12.1% | 0.9% |