Not sure what happened to the one I posted last week, but somehow the 3rd column was cut off. Unfortunately the numbers below from marketocracy.com include the extra 2 days from last week so it's slightly more then the first year.
Hedged Growth had a phenomenal performance in Year 1 beating the SP500 by nearly 27% (take the annualized amount and add 1% for the smaller fee). As of 9/30, the fund was also close to a 20% gainer with the SP500 down 7%. So just being positive would've been a good year on a relative basis with a weak market in the way.
Hedged Growth is a portfolio that hedges the downside of a portfolio with at least 1/3 of its portfolio either in cash or short stocks. Another 1/3 is either long Growth Portfolio stocks or like wise in cash while the last 1/3 is consistently in high Net Yield Payout stocks. This formula allows for the portfolio to excel in weak markets and maintain with the market in up trends. By preserving capital in weak market the portfolio out performs big time.
| RETURNS | | Last Week | -1.88% | | Last Month | 4.11% | | Last 3 Months | 11.75% | | Last 6 Months | 20.83% | | Last 12 Months | 16.37% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 16.68% | | (Annualized) | 16.58% | |
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| | S&P500 RETURNS | | Last Week | -1.80% | | Last Month | 3.20% | | Last 3 Months | 14.98% | | Last 6 Months | 23.07% | | Last 12 Months | -5.52% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -9.31% | | (Annualized) | -9.26% | |
| | | RETURNS VS S&P500 | | Last Week | -0.08% | | Last Month | 0.92% | | Last 3 Months | -3.22% | | Last 6 Months | -2.24% | | Last 12 Months | 21.89% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 25.99% | | (Annualized) | 25.84% | | |
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