| Back to Enhanced Slow-Burning Model | |||||||||
| To obtain the rates of turnover, each month the stocks are sorted by expected return. The first 10% (i.e. decile) | |||||||||
| of the listing is saved, then the next decile, and so on. Then the next month's deciles are compared to the | |||||||||
| previous month's. The number of stocks that were still in the decile is noted. For example, if there were | |||||||||
| 100 stocks in decile 1 in January 1996, and then in February only 31 of those companies were still in decile | |||||||||
| 1, the turnover for that decile would be 69%. Then for each date, the 10 decile's turnovers were averaged, and | |||||||||
| finally the average of all the months is presented at the top. | |||||||||
| Standard Model | Standard Model | Slow-Burning Model | Slow-Burning Model | ||||||
| Universe | Top 1,000 | Universe | Top 1,000 | ||||||
| Average: | 74.57% | Average: | 76.61% | Average: | 67.59% | Average: | 69.00% | ||
| 1/31/1996 | 77.96% | 1/31/1996 | 77.88% | 1/31/1996 | 78.39% | 1/31/1996 | 75.52% | ||
| 2/29/1996 | 81.50% | 2/29/1996 | 85.98% | 2/29/1996 | 67.27% | 2/29/1996 | 81.10% | ||
| 3/31/1996 | 73.32% | 3/31/1996 | 82.47% | 3/31/1996 | 80.91% | 3/31/1996 | 78.02% | ||
| 4/30/1996 | 68.43% | 4/30/1996 | 82.22% | 4/30/1996 | 72.70% | 4/30/1996 | 80.00% | ||
| 5/31/1996 | 70.28% | 5/31/1996 | 79.75% | 5/31/1996 | 84.61% | 5/31/1996 | 82.72% | ||
| 6/30/1996 | 84.92% | 6/30/1996 | 81.52% | 6/30/1996 | 69.03% | 6/30/1996 | 74.81% | ||
| 7/31/1996 | 77.24% | 7/31/1996 | 86.95% | 7/31/1996 | 71.54% | 7/31/1996 | 77.49% | ||
| 8/31/1996 | 75.71% | 8/31/1996 | 78.72% | 8/31/1996 | 61.88% | 8/31/1996 | 61.67% | ||
| 9/30/1996 | 69.75% | 9/30/1996 | 80.77% | 9/30/1996 | 66.71% | 9/30/1996 | 67.82% | ||
| 10/31/1996 | 74.92% | 10/31/1996 | 79.36% | 10/31/1996 | 69.53% | 10/31/1996 | 72.05% | ||
| 11/30/1996 | 76.21% | 11/30/1996 | 85.08% | 11/30/1996 | 61.50% | 11/30/1996 | 68.62% | ||
| 12/31/1996 | 83.79% | 12/31/1996 | 83.08% | 12/31/1996 | 67.34% | 12/31/1996 | 58.72% | ||
| 1/31/1997 | 75.02% | 1/31/1997 | 80.90% | 1/31/1997 | 63.12% | 1/31/1997 | 67.05% | ||
| 2/28/1997 | 73.40% | 2/28/1997 | 80.12% | 2/28/1997 | 66.34% | 2/28/1997 | 68.80% | ||
| 3/31/1997 | 69.09% | 3/31/1997 | 73.48% | 3/31/1997 | 64.90% | 3/31/1997 | 69.39% | ||
| 4/30/1997 | 71.01% | 4/30/1997 | 78.51% | 4/30/1997 | 58.60% | 4/30/1997 | 60.68% | ||
| 5/31/1997 | 74.25% | 5/31/1997 | 80.49% | 5/31/1997 | 63.31% | 5/31/1997 | 70.69% | ||
| 6/30/1997 | 67.26% | 6/30/1997 | 70.65% | 6/30/1997 | 58.54% | 6/30/1997 | 63.45% | ||
| 7/31/1997 | 74.31% | 7/31/1997 | 80.19% | 7/31/1997 | 61.53% | 7/31/1997 | 60.09% | ||
| 8/31/1997 | 85.41% | 8/31/1997 | 84.95% | 8/31/1997 | 81.21% | 8/31/1997 | 83.34% | ||
| 9/30/1997 | 73.68% | 9/30/1997 | 81.85% | 9/30/1997 | 74.73% | 9/30/1997 | 77.57% | ||
| 10/31/1997 | 74.60% | 10/31/1997 | 79.05% | 10/31/1997 | 74.33% | 10/31/1997 | 77.98% | ||
| 11/30/1997 | 77.84% | 11/30/1997 | 79.74% | 11/30/1997 | 69.68% | 11/30/1997 | 73.95% | ||
| 12/31/1997 | 72.71% | 12/31/1997 | 77.50% | 12/31/1997 | 70.25% | 12/31/1997 | 73.00% | ||
| 1/31/1998 | 77.37% | 1/31/1998 | 81.08% | 1/31/1998 | 73.19% | 1/31/1998 | 72.29% | ||
| 2/28/1998 | 72.70% | 2/28/1998 | 77.83% | 2/28/1998 | 67.97% | 2/28/1998 | 72.17% | ||
| 3/31/1998 | 67.71% | 3/31/1998 | 68.19% | 3/31/1998 | 67.04% | 3/31/1998 | 65.06% | ||
| 4/30/1998 | 76.12% | 4/30/1998 | 79.46% | 4/30/1998 | 67.07% | 4/30/1998 | 68.48% | ||
| 5/31/1998 | 83.63% | 5/31/1998 | 82.65% | 5/31/1998 | 73.06% | 5/31/1998 | 73.15% | ||
| 6/30/1998 | 73.76% | 6/30/1998 | 77.24% | 6/30/1998 | 68.24% | 6/30/1998 | 64.91% | ||
| 7/31/1998 | 81.50% | 7/31/1998 | 81.59% | 7/31/1998 | 68.47% | 7/31/1998 | 67.07% | ||
| 8/31/1998 | 70.09% | 8/31/1998 | 71.22% | 8/31/1998 | 61.26% | 8/31/1998 | 67.93% | ||
| 9/30/1998 | 61.01% | 9/30/1998 | 66.71% | 9/30/1998 | 51.06% | 9/30/1998 | 55.00% | ||
| 10/31/1998 | 67.25% | 10/31/1998 | 73.70% | 10/31/1998 | 65.44% | 10/31/1998 | 67.37% | ||
| 11/30/1998 | 72.59% | 11/30/1998 | 72.47% | 11/30/1998 | 54.36% | 11/30/1998 | 64.07% | ||
| 12/31/1998 | 78.10% | 12/31/1998 | 76.77% | 12/31/1998 | 67.15% | 12/31/1998 | 76.82% | ||
| 1/31/1999 | 70.75% | 1/31/1999 | 79.78% | 1/31/1999 | 76.30% | 1/31/1999 | 75.67% | ||
| 2/28/1999 | 76.42% | 2/28/1999 | 82.31% | 2/28/1999 | 58.94% | 2/28/1999 | 63.46% | ||
| 3/31/1999 | 66.54% | 3/31/1999 | 68.21% | 3/31/1999 | 67.58% | 3/31/1999 | 66.92% | ||
| 4/30/1999 | 76.30% | 4/30/1999 | 76.86% | 4/30/1999 | 69.80% | 4/30/1999 | 71.74% | ||
| 5/31/1999 | 74.14% | 5/31/1999 | 81.04% | 5/31/1999 | 63.38% | 5/31/1999 | 64.68% | ||
| 6/30/1999 | 79.57% | 6/30/1999 | 84.61% | 6/30/1999 | 74.89% | 6/30/1999 | 75.39% | ||
| 7/31/1999 | 76.37% | 7/31/1999 | 80.40% | 7/31/1999 | 67.01% | 7/31/1999 | 64.80% | ||
| 8/31/1999 | 66.01% | 8/31/1999 | 76.68% | 8/31/1999 | 66.92% | 8/31/1999 | 68.36% | ||
| 9/30/1999 | 62.78% | 9/30/1999 | 77.84% | 9/30/1999 | 51.13% | 9/30/1999 | 56.89% | ||
| 10/31/1999 | 78.59% | 10/31/1999 | 81.10% | 10/31/1999 | 71.24% | 10/31/1999 | 71.92% | ||
| 11/30/1999 | 68.89% | 11/30/1999 | 78.17% | 11/30/1999 | 64.55% | 11/30/1999 | 68.45% | ||
| 12/31/1999 | 82.73% | 12/31/1999 | 78.13% | 12/31/1999 | 70.58% | 12/31/1999 | 61.30% | ||
| 1/31/2000 | 76.41% | 1/31/2000 | 76.28% | 1/31/2000 | 60.15% | 1/31/2000 | 62.17% | ||
| 2/29/2000 | 65.94% | 2/29/2000 | 67.47% | 2/29/2000 | 56.15% | 2/29/2000 | 56.53% | ||
| 3/31/2000 | 77.07% | 3/31/2000 | 76.12% | 3/31/2000 | 50.18% | 3/31/2000 | 49.26% | ||
| 4/30/2000 | 74.33% | 4/30/2000 | 79.86% | 4/30/2000 | 61.46% | 4/30/2000 | 59.73% | ||
| 5/31/2000 | 79.43% | 5/31/2000 | 82.93% | 5/31/2000 | 66.81% | 5/31/2000 | 62.13% | ||
| 6/30/2000 | 69.82% | 6/30/2000 | 72.63% | 6/30/2000 | 64.69% | 6/30/2000 | 66.45% | ||
| 7/31/2000 | 69.70% | 7/31/2000 | 73.01% | 7/31/2000 | 64.06% | 7/31/2000 | 62.88% | ||
| 8/31/2000 | 74.54% | 8/31/2000 | 76.53% | 8/31/2000 | 68.48% | 8/31/2000 | 67.27% | ||
| 9/30/2000 | 77.01% | 9/30/2000 | 80.55% | 9/30/2000 | 78.24% | 9/30/2000 | 83.29% | ||
| 10/31/2000 | 79.43% | 10/31/2000 | 85.54% | 10/31/2000 | 59.37% | 10/31/2000 | 63.92% | ||
| 11/30/2000 | 75.22% | 11/30/2000 | 81.81% | 11/30/2000 | 58.96% | 11/30/2000 | 68.45% | ||
| 12/31/2000 | 85.18% | 12/31/2000 | 81.17% | 12/31/2000 | 73.29% | 12/31/2000 | 63.51% | ||
| 1/31/2001 | 75.56% | 1/31/2001 | 77.05% | 1/31/2001 | 62.85% | 1/31/2001 | 64.10% | ||
| 2/28/2001 | 76.49% | 2/28/2001 | 77.84% | 2/28/2001 | 62.32% | 2/28/2001 | 63.11% | ||
| 3/31/2001 | 72.92% | 3/31/2001 | 74.46% | 3/31/2001 | 59.47% | 3/31/2001 | 57.07% | ||
| 4/30/2001 | 74.30% | 4/30/2001 | 75.43% | 4/30/2001 | 70.99% | 4/30/2001 | 72.07% | ||
| 5/31/2001 | 78.41% | 5/31/2001 | 77.85% | 5/31/2001 | 67.68% | 5/31/2001 | 70.97% | ||
| 6/30/2001 | 73.61% | 6/30/2001 | 73.75% | 6/30/2001 | 68.27% | 6/30/2001 | 73.31% | ||
| 7/31/2001 | 77.75% | 7/31/2001 | 78.53% | 7/31/2001 | 69.48% | 7/31/2001 | 70.89% | ||
| 8/31/2001 | 75.15% | 8/31/2001 | 73.04% | 8/31/2001 | 62.90% | 8/31/2001 | 65.84% | ||
| 9/30/2001 | 72.58% | 9/30/2001 | 74.04% | 9/30/2001 | 64.18% | 9/30/2001 | 63.20% | ||
| 10/31/2001 | 72.19% | 10/31/2001 | 72.31% | 10/31/2001 | 62.19% | 10/31/2001 | 64.40% | ||
| 11/30/2001 | 76.37% | 11/30/2001 | 75.10% | 11/30/2001 | 79.07% | 11/30/2001 | 78.48% | ||
| 12/31/2001 | 77.45% | 12/31/2001 | 79.30% | 12/31/2001 | 70.34% | 12/31/2001 | 71.42% | ||
| 1/31/2002 | 78.63% | 1/31/2002 | 81.28% | 1/31/2002 | 68.69% | 1/31/2002 | 71.47% | ||
| 2/28/2002 | 76.51% | 2/28/2002 | 76.37% | 2/28/2002 | 77.99% | 2/28/2002 | 81.59% | ||
| 3/31/2002 | 73.64% | 3/31/2002 | 73.52% | 3/31/2002 | 68.93% | 3/31/2002 | 65.27% | ||
| 4/30/2002 | 73.08% | 4/30/2002 | 71.72% | 4/30/2002 | 67.81% | 4/30/2002 | 71.29% | ||
| 5/31/2002 | 72.70% | 5/31/2002 | 70.76% | 5/31/2002 | 57.18% | 5/31/2002 | 57.93% | ||
| 6/30/2002 | 73.79% | 6/30/2002 | 71.03% | 6/30/2002 | 68.40% | 6/30/2002 | 69.02% | ||
| 7/31/2002 | 73.91% | 7/31/2002 | 74.78% | 7/31/2002 | 54.75% | 7/31/2002 | 60.98% | ||
| 8/31/2002 | 70.46% | 8/31/2002 | 70.28% | 8/31/2002 | 56.98% | 8/31/2002 | 56.47% | ||
| 9/30/2002 | 76.39% | 9/30/2002 | 79.58% | 9/30/2002 | 64.47% | 9/30/2002 | 70.52% | ||
| 10/31/2002 | 72.22% | 10/31/2002 | 75.34% | 10/31/2002 | 65.24% | 10/31/2002 | 66.71% | ||
| 11/30/2002 | 73.77% | 11/30/2002 | 74.59% | 11/30/2002 | 79.57% | 11/30/2002 | 82.09% | ||
| 12/31/2002 | 80.60% | 12/31/2002 | 81.98% | 12/31/2002 | 81.39% | 12/31/2002 | 82.60% | ||
| 1/31/2003 | 73.22% | 1/31/2003 | 73.96% | 1/31/2003 | 73.88% | 1/31/2003 | 74.17% | ||
| 2/28/2003 | 73.69% | 2/28/2003 | 75.47% | 2/28/2003 | 73.95% | 2/28/2003 | 73.26% | ||
| 3/31/2003 | 72.51% | 3/31/2003 | 71.16% | 3/31/2003 | 68.69% | 3/31/2003 | 66.42% | ||
| 4/30/2003 | 82.27% | 4/30/2003 | 85.64% | 4/30/2003 | 76.10% | 4/30/2003 | 77.23% | ||
| 5/31/2003 | 78.11% | 5/31/2003 | 74.84% | 5/31/2003 | 82.79% | 5/31/2003 | 83.16% | ||
| 6/30/2003 | 66.09% | 6/30/2003 | 59.23% | 6/30/2003 | 69.53% | 6/30/2003 | 70.19% | ||
| 7/31/2003 | 65.92% | 7/31/2003 | 64.29% | 7/31/2003 | 62.75% | 7/31/2003 | 68.08% | ||
| 8/31/2003 | 70.61% | 8/31/2003 | 70.63% | 8/31/2003 | 62.65% | 8/31/2003 | 69.37% | ||
| 9/30/2003 | 73.56% | 9/30/2003 | 71.12% | 9/30/2003 | 72.97% | 9/30/2003 | 73.06% | ||
| 10/31/2003 | 72.32% | 10/31/2003 | 72.23% | 10/31/2003 | 73.82% | 10/31/2003 | 81.07% | ||
| 11/30/2003 | 73.44% | 11/30/2003 | 73.44% | 11/30/2003 | 63.84% | 11/30/2003 | 68.03% | ||
| 12/31/2003 | 75.81% | 12/31/2003 | 76.17% | 12/31/2003 | 76.94% | 12/31/2003 | 76.86% | ||
| 1/31/2004 | 74.74% | 1/31/2004 | 74.36% | 1/31/2004 | 72.26% | 1/31/2004 | 73.08% | ||
| 2/29/2004 | 75.86% | 2/29/2004 | 72.92% | 2/29/2004 | 71.33% | 2/29/2004 | 74.07% | ||
| 3/31/2004 | 75.65% | 3/31/2004 | 73.47% | 3/31/2004 | 73.60% | 3/31/2004 | 72.87% | ||
| 4/30/2004 | 80.25% | 4/30/2004 | 78.73% | 4/30/2004 | 80.31% | 4/30/2004 | 78.93% | ||
| 5/31/2004 | 77.65% | 5/31/2004 | 76.36% | 5/31/2004 | 75.00% | 5/31/2004 | 74.85% | ||
| 6/30/2004 | 78.34% | 6/30/2004 | 80.72% | 6/30/2004 | 69.38% | 6/30/2004 | 72.11% | ||
| 7/31/2004 | 72.78% | 7/31/2004 | 75.51% | 7/31/2004 | 66.19% | 7/31/2004 | 69.84% | ||
| 8/31/2004 | 73.43% | 8/31/2004 | 76.12% | 8/31/2004 | 61.81% | 8/31/2004 | 65.24% | ||
| 9/30/2004 | 71.51% | 9/30/2004 | 72.14% | 9/30/2004 | 56.45% | 9/30/2004 | 60.61% | ||
| 10/31/2004 | 79.14% | 10/31/2004 | 81.02% | 10/31/2004 | 52.37% | 10/31/2004 | 55.92% | ||
| 11/30/2004 | 75.11% | 11/30/2004 | 76.22% | 11/30/2004 | 55.91% | 11/30/2004 | 58.37% | ||
| 12/31/2004 | 74.61% | 12/31/2004 | 70.51% | 12/31/2004 | 67.64% | 12/31/2004 | 64.39% | ||
| 1/31/2005 | 77.93% | 1/31/2005 | 77.14% | 1/31/2005 | 69.03% | 1/31/2005 | 69.90% | ||
| 2/28/2005 | 75.45% | 2/28/2005 | 77.45% | 2/28/2005 | 68.00% | 2/28/2005 | 67.24% | ||
| 3/31/2005 | 72.88% | 3/31/2005 | 74.49% | 3/31/2005 | 59.68% | 3/31/2005 | 58.47% | ||
| 4/30/2005 | 73.52% | 4/30/2005 | 73.73% | 4/30/2005 | 64.17% | 4/30/2005 | 65.12% | ||
| 5/31/2005 | 71.64% | 5/31/2005 | 72.06% | 5/31/2005 | 67.83% | 5/31/2005 | 67.94% | ||
| 6/30/2005 | 71.98% | 6/30/2005 | 71.65% | 6/30/2005 | 63.72% | 6/30/2005 | 59.86% | ||
| 7/31/2005 | 71.98% | 7/31/2005 | 69.74% | 7/31/2005 | 65.98% | 7/31/2005 | 63.03% | ||
| 8/31/2005 | 75.41% | 8/31/2005 | 73.82% | 8/31/2005 | 75.88% | 8/31/2005 | 71.18% | ||
| 9/30/2005 | 74.07% | 9/30/2005 | 75.70% | 9/30/2005 | 68.94% | 9/30/2005 | 70.30% | ||
| 10/31/2005 | 79.15% | 10/31/2005 | 75.80% | 10/31/2005 | 76.06% | 10/31/2005 | 73.50% | ||
| 11/30/2005 | 76.81% | 11/30/2005 | 76.90% | 11/30/2005 | 80.08% | 11/30/2005 | 76.70% | ||
| 12/31/2005 | 74.67% | 12/31/2005 | 69.90% | 12/31/2005 | 73.79% | 12/31/2005 | 70.70% | ||