Since 2009, this portfolio has returned 817.9%, outperforming the market by 439.7%.
Year | Portfolio | S&P 500 |
2009 | 32.2% | 26.8% |
2010 | 11.1% | 12.8% |
2011 | -2.9% | -0.0% |
2012 | 16.8% | 13.4% |
2013 | 52.6% | 29.6% |
2014 | 6.4% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -12.6% | -0.7% |
2016 | 23.4% | 9.5% |
2017 | -3.7% | 19.4% |
2018 | -17.4% | -6.2% |
2019 | 28.6% | 28.9% |
2020 | 13.3% | 16.3% |
2021 YTD | 171.3% | 11.9% |
The Shareholder Yield Investor portfolio is based on the published writings of Meb Faber
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