Annual Total Returns of Model Portfolios

Annual returns for model portfolios are compared with those of Dow Jones Wilshire 5000. Model portfolios outperformed Dow Jones Wilshire 5000 most of the time.

AlphaProfit Focus™ model portfolio's annual return has exceeded the Dow Jones Wilshire 5000 Index's annual return in 11 of the last 14 years.

AlphaProfit Core™ model portfolio's annual return has exceeded the Dow Jones Wilshire 5000 Index's annual return in 13 of the last 14 years.

Total Return Percentages

Portfolio	2001	2002	2003	2004	2005	2006	2007

AlphaProfit Focus	7.1	10.0	50.0	24.8	33.4	13.2	5.8

AlphaProfit Core	3.3	-1.4	37.6	13.9	17.0	16.0	9.3

Benchmark:
Dow Jones Wilshire 5000	-11.0	-20.9	31.6	12.6	6.3	15.9	5.7

Portfolio	1994	1995	1996	1997	1998	1999	2000

AlphaProfit Focus	13.0	34.2	10.4	40.1	82.1	69.3	29.9

AlphaProfit Core	3.9	37.6	16.7	36.7	44.0	62.8	21.4

Benchmark:
Dow Jones Wilshire 5000	-0.1	36.4	21.2	31.3	23.4	23.6	-10.9

See:

AlphaProfit Model Portfolio Historical Holdings

AlphaProfit Model Portfolio Long Term Performance

AlphaProfit Model Portfolio Rolling Three Year Returns

Mutual Fund Rating Track Record

Subscribe to the AlphaProfit Sector Investors' Newsletter to keep up your portfolio!

		Model Portfolios versus Dow Jones Wilshire 5000
			Custom Search