Home
Who is Bob Haugen
The Model
For Clients
Performance
Contact Us
 Haugen Custom Financial Systems
  
Performance
    Summary Performance
    50 Stock Portfolios
        Core Strategy
        Market Neutral Strategy
        Growth Strategy
        Value Strategy
        Risk
        Cumulative Returns
            1 Year
            3 Year
            5 Year
            10 Year
    Decile Performance
        European Universe
        Japanese Universe
        US Enhanced Universe
  Investars
  Predictive History
Decile Enhanced Universe Annual
Scroll to see all data or click export button to export the data to Excel(.xls)

 
Export to XLS
 

Year
One
Two
Three
Four
Five
Six
Seven
Eight
Nine
Ten
SP500
Slope
RSquared
1994-18.40%-8.82%-5.71%-3.79%-1.25%0.51%-1.26%1.54%10.88%17.15%1.32%3.05%87.96%
199516.28%22.86%27.36%32.17%29.35%30.50%35.56%33.80%42.02%55.84%37.58%3.23%82.76%
19969.07%17.76%13.53%23.03%18.68%19.22%19.93%17.74%23.84%35.35%22.96%1.77%59.42%
19975.46%17.10%26.45%22.15%31.68%30.11%34.66%38.65%45.28%54.27%33.36%4.45%92.57%
1998-37.68%-20.58%-9.87%-4.81%-11.04%0.72%2.75%7.54%11.14%21.78%28.58%5.33%90.38%
19994.37%-5.55%6.35%6.80%9.00%7.62%9.11%19.34%22.82%89.34%21.04%6.27%50.83%
2000-56.27%-30.23%-14.26%-6.00%4.85%13.51%12.23%21.06%23.05%27.32%-9.10%8.27%88.33%
2001-7.88%10.34%11.09%16.41%16.56%21.03%16.21%27.22%29.08%34.14%-11.88%3.60%84.95%
2002-36.74%-30.37%-22.10%-19.07%-11.75%-10.39%-6.75%-7.95%-0.97%2.31%-19.56%4.04%94.89%
200353.76%40.89%48.77%43.31%51.14%52.91%62.25%72.11%91.82%126.12%26.82%7.17%67.45%
200410.13%12.25%12.63%13.89%12.21%17.11%17.83%17.13%18.58%32.09%10.88%1.70%68.74%
2005-7.60%-0.14%1.57%4.91%3.28%7.09%4.05%4.95%9.06%23.44%4.93%2.19%70.67%
200616.23%26.10%16.68%18.42%17.30%16.41%18.48%17.21%15.10%22.44%15.09%-0.12%1.11%
2007-34.28%-23.79%-11.50%-10.03%-5.88%-3.67%0.40%8.66%8.85%15.27%5.91%4.90%94.58%
2008-56.29%-52.84%-48.59%-42.50%-44.30%-42.52%-41.16%-40.57%-35.50%-34.26%-41.91%2.21%91.71%
200948.34%58.42%45.21%37.84%61.68%53.75%69.80%83.94%78.21%182.15%-9.77%9.84%51.96%
Average-13.30%-4.25%1.48%4.74%6.60%9.15%10.89%14.39%19.18%32.40%5.88%4.01%92.58%

       
Click here for: Monthly Data Quarterly Data Annual Data


Skip Navigation Links
Home
Who is Bob Haugen?
The Model
For Clients
Performance
Contact Us
Site Map

© 2009  Haugen Custom Financial Systems