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 Haugen Custom Financial Systems
  
Performance
    Summary Performance
    50 Stock Portfolios Quarterly
        Long Only Strategy
        Market Neutral Strategy
        Growth Strategy
        Value Strategy
    50 Stock Portfolios Monthly
        Long Only Strategy
    Cumulative Returns
        1 Year
        3 Year
        5 Year
        10 Year
    Decile Performance
        European Universe
        Japanese Universe
        US Enhanced Universe
  Investars
  Predictive History
LONG TOTAL ANNUAL RETURN
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Years
Tranche1
Tranche2
Tranche3
SP500
Long Average
199637.69%32.22%25.21%22.96%31.74%
199754.64%36.76%53.94%33.36%48.37%
199815.72%33.95%26.76%28.58%25.37%
1999118.73%98.89%92.07%21.04%103.39%
200048.24%52.82%13.74%-9.10%37.85%
20010.89%13.84%10.84%-11.88%8.56%
20026.63%7.68%8.93%-22.10%7.86%
200352.41%53.65%52.78%28.69%53.13%
200437.23%16.03%28.63%10.88%27.36%
200543.81%56.87%51.33%4.93%50.61%
200617.75%19.60%24.63%15.80%20.70%
200727.17%22.63%29.60%5.50%26.52%
2008-37.56%-22.64%-28.77%-37.00%-29.77%
200955.63%27.90%36.78%26.45%39.98%
201017.25%21.86%11.54%15.05%16.93%
2011-5.82%-1.83%3.72%2.11%-1.13%
Total28.20%28.84%27.06%6.91%28.09%

       
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