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 Japanese Universe Quarterly
Scroll to see all data or click export button to export the data to Excel(.xls)

 
Export to XLS
 

Quarters
One
Two
Three
Four
Five
Six
Seven
Eight
Nine
Ten
MXJP
Slope
RSquared
1994 Q1-9.17%-4.37%-3.76%-1.80%-2.29%0.28%-1.14%1.40%2.74%5.12%-3.79%1.26%90.41%
1994 Q2-7.46%-4.56%-3.01%-4.15%-2.10%-0.94%-1.91%-2.58%-0.22%0.85%0.42%0.70%78.68%
1994 Q34.55%5.01%3.56%5.22%4.93%4.75%5.52%5.63%7.47%11.30%4.89%0.54%56.47%
1994 Q4-7.14%-4.86%-2.46%-2.85%-1.63%-3.42%-3.50%-2.68%0.64%-0.71%-0.02%0.56%61.00%
1995 Q11.45%7.33%8.19%6.30%7.27%8.86%10.48%6.71%11.17%14.34%9.74%0.91%64.49%
1995 Q210.77%7.93%8.07%9.17%9.58%8.91%9.72%10.75%12.18%14.90%9.55%0.49%50.43%
1995 Q310.67%8.65%8.34%10.18%8.87%9.48%9.91%10.90%13.58%16.30%7.95%0.59%52.47%
1995 Q4-6.50%-2.39%0.54%3.38%1.08%0.54%1.75%2.09%0.26%1.99%6.02%0.59%39.98%
1996 Q19.83%8.24%4.25%8.76%5.02%5.28%7.45%7.75%7.86%7.42%5.37%-0.06%1.20%
1996 Q29.82%11.67%6.12%8.29%8.72%5.85%4.06%1.49%4.47%8.54%4.49%-0.61%36.44%
1996 Q3-4.74%-0.81%-0.33%-0.56%-0.93%0.53%0.85%1.04%0.15%3.68%3.09%0.58%68.55%
1996 Q4-5.08%-1.78%2.97%5.04%4.92%6.42%6.36%6.56%9.74%11.96%8.34%1.56%88.04%
1997 Q1-8.24%-5.75%-2.45%-1.98%0.05%-1.54%2.36%3.06%4.72%2.20%2.68%1.25%86.15%
1997 Q211.60%11.43%14.00%15.09%15.88%14.09%16.48%15.18%18.34%20.19%17.46%0.81%81.54%
1997 Q313.59%15.96%20.87%16.28%18.03%20.89%16.60%19.17%20.96%33.37%7.49%1.26%49.29%
1997 Q4-9.34%-3.85%-5.93%-6.88%-3.77%-4.19%-3.14%-1.98%-3.08%-5.82%2.87%0.41%32.01%
1998 Q18.60%6.83%7.81%10.96%9.98%10.72%10.90%12.53%13.01%15.43%13.95%0.78%84.70%
1998 Q2-16.61%-10.37%-8.34%-5.80%-3.92%-3.23%-1.60%-0.31%-0.16%1.51%3.30%1.75%90.10%
1998 Q3-30.17%-25.39%-24.14%-21.50%-25.18%-18.12%-18.17%-16.60%-16.36%-9.39%-9.95%1.85%87.97%
1998 Q4-1.46%11.18%20.22%16.01%12.53%14.81%15.05%14.95%17.78%14.71%21.30%1.00%26.75%
1999 Q10.27%-7.90%-2.03%-6.33%-3.97%-4.59%-4.60%-6.74%-7.26%-0.14%4.98%-0.11%1.34%
1999 Q220.28%17.11%15.53%19.81%18.90%17.79%16.78%17.21%14.51%19.44%7.05%-0.17%7.21%
1999 Q3-12.65%-11.35%-8.85%-10.70%-8.64%-6.26%-5.89%-3.12%-4.64%3.47%-6.24%1.44%84.43%
1999 Q4-0.93%-1.22%3.10%6.56%4.50%2.16%4.05%12.70%21.27%53.43%14.88%4.15%58.03%
2000 Q1-0.25%-5.62%-2.52%-2.90%0.54%4.01%6.65%18.54%29.47%44.53%2.29%4.76%76.51%
2000 Q2-6.88%0.08%-0.41%1.11%0.94%1.39%-4.50%-10.12%-11.70%-17.13%-2.66%-1.45%45.63%
2000 Q3-6.90%-0.22%3.40%5.19%7.35%6.79%7.81%6.16%0.33%3.16%-0.97%0.70%21.72%
2000 Q4-49.44%-25.97%-14.58%-8.98%-3.77%0.79%2.22%7.04%7.28%3.04%-7.82%5.16%76.66%
2001 Q1-14.21%-10.67%-5.58%0.59%-1.35%2.82%2.19%3.00%4.95%4.88%-11.86%2.02%83.75%
2001 Q225.13%30.02%15.59%15.57%14.82%15.49%16.22%18.33%16.59%19.21%5.85%-0.79%23.07%
2001 Q3-44.02%-32.53%-24.01%-19.61%-16.91%-14.40%-14.04%-11.40%-8.08%-7.29%-14.68%3.54%86.24%
2001 Q453.29%40.80%33.96%24.55%23.84%19.07%13.83%17.82%14.77%15.73%10.69%-3.87%80.70%
2002 Q1-8.32%1.14%2.41%3.81%6.92%4.98%8.61%9.27%8.14%7.98%0.28%1.47%70.80%
2002 Q2-36.05%-24.92%-14.15%-7.35%-5.12%-3.85%-3.59%0.07%3.20%-0.22%-13.40%3.65%79.08%
2002 Q3-29.16%-31.50%-26.31%-24.36%-20.24%-18.47%-16.13%-17.17%-12.81%-9.52%-18.20%2.30%95.28%
2002 Q452.32%33.86%20.23%11.24%9.07%8.88%6.17%1.65%1.76%4.95%15.30%-4.60%72.95%
2003 Q1-6.51%-6.91%-3.53%-6.78%-5.00%-4.61%-4.60%-3.20%-0.12%0.65%-4.55%0.73%71.30%
2003 Q233.23%25.98%26.03%26.41%26.06%23.46%25.84%29.58%28.95%43.23%15.39%0.75%15.90%
2003 Q37.87%6.92%6.64%7.45%9.26%10.45%14.90%14.66%22.87%27.69%2.65%2.14%79.88%
2003 Q414.44%12.36%14.75%13.18%15.50%17.56%17.63%19.67%21.22%22.84%12.18%1.08%87.19%
2004 Q16.14%4.62%5.29%3.46%3.91%6.58%7.46%6.05%5.83%6.55%1.69%0.19%19.82%
2004 Q2-3.85%-2.58%-2.46%-2.85%-3.43%-4.12%-3.21%-2.78%-2.71%2.54%1.72%0.32%27.34%
2004 Q3-12.67%-9.82%-5.90%-1.86%-1.64%0.90%-0.10%1.21%0.87%5.18%-1.87%1.69%86.96%
2004 Q423.57%22.12%16.55%15.47%13.69%13.58%13.40%12.24%14.17%14.94%9.23%-0.98%59.68%
2005 Q1-18.51%-9.83%-7.14%-4.99%-4.52%-2.09%-2.41%-2.92%-3.39%3.07%-2.15%1.64%74.64%
2005 Q23.39%2.66%0.75%2.84%3.21%2.33%2.85%3.22%3.83%4.88%1.37%0.20%32.87%
2005 Q38.83%5.53%4.37%4.67%3.22%5.84%2.63%3.72%4.89%14.68%3.60%0.25%4.60%
2005 Q40.78%2.22%4.02%2.58%1.53%0.99%1.01%0.97%3.65%-0.43%2.10%-0.13%8.05%
2006 Q19.86%8.77%9.63%11.18%11.96%13.63%11.52%14.15%13.21%15.94%4.21%0.67%81.65%
2006 Q2-4.48%1.19%-3.27%-3.73%-3.58%-4.07%-3.55%-5.18%-6.23%-5.23%-1.44%-0.41%39.46%
2006 Q3-0.18%4.76%2.29%2.94%1.10%-0.52%1.00%0.00%-0.65%-0.82%5.54%-0.38%38.98%
2006 Q410.97%9.36%7.57%7.48%7.48%7.35%9.06%8.28%9.13%12.35%6.17%0.12%4.38%
2007 Q1-0.36%0.47%1.29%2.17%2.85%1.18%1.46%3.92%3.09%3.70%0.18%0.39%69.92%
2007 Q2-2.30%0.41%3.09%4.33%4.73%5.03%6.17%6.24%7.11%8.34%7.72%1.00%88.50%
2007 Q3-14.99%-8.95%-5.52%-6.04%-4.34%-1.99%-2.64%-0.12%0.10%1.46%1.56%1.52%87.31%
2007 Q4-20.58%-17.04%-10.30%-10.17%-8.65%-7.52%-4.27%-1.46%-1.52%1.11%-3.82%2.22%94.36%
2008 Q1-4.21%-7.82%-7.25%-6.17%-9.04%-10.24%-9.27%-11.76%-10.76%-9.72%-9.92%-0.63%68.98%
2008 Q2-16.26%-11.24%-7.33%-4.08%-1.69%-4.04%-1.33%-0.09%1.23%12.59%-4.25%2.36%85.21%
2008 Q3-7.89%-2.92%-6.22%-0.39%-3.62%-1.63%-4.66%-5.07%-6.89%-17.86%-9.00%-0.74%21.43%
2008 Q4-40.84%-40.62%-36.22%-35.86%-35.36%-32.16%-31.06%-28.98%-23.31%-21.27%-22.56%2.13%94.82%
2009 Q1-9.60%-5.13%-6.20%-5.51%-4.46%-4.28%-0.61%-1.02%-4.17%9.42%-11.67%1.32%62.05%
2009 Q226.15%22.87%20.72%17.78%22.85%20.57%20.04%23.79%26.52%29.14%9.39%0.44%14.66%

       
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