Home
Who is Bob Haugen
The Model
For Clients
Performance
Contact Us
Books by Bob Haugen
Articles
Academic Career
How the Model Works
Benefits of the Model
High Performance Profile
Evaluating the Model
Historical Stock Predictions
Summary Performance
50 Stock Portfolios Quarterly
50 Stock Portfolios Monthly
Cumulative Returns
Decile Performance
Investars
Predictive History
Long Only Strategy
Market Neutral Strategy
Growth Strategy
Value Strategy
Long Only Strategy
1 Year
3 Year
5 Year
10 Year
European Universe
Japanese Universe
US Enhanced Universe
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
Decile Japanese Universe Monthly
Scroll to see all data or click export button to export the data to Excel(.xls)
Export to XLS
Months
One
Two
Three
Four
Five
Six
Seven
Eight
Nine
Ten
MXJP
Slope
RSquared
Jan-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.13%
0.00%
0.00%
Feb-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Mar-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-0.06%
0.00%
0.00%
Apr-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.03%
0.00%
0.00%
May-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.05%
0.00%
0.00%
Jun-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-0.01%
0.00%
0.00%
Jul-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-0.02%
0.00%
0.00%
Aug-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.01%
0.00%
0.00%
Sep-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-0.04%
0.00%
0.00%
Oct-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.01%
0.00%
0.00%
Nov-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-0.03%
0.00%
0.00%
Dec-94
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.02%
0.00%
0.00%
Jan-95
-3.88%
-6.03%
-5.18%
-4.68%
-5.57%
-4.14%
-5.92%
-4.68%
-7.10%
-7.10%
-0.07%
-0.22%
34.73%
Feb-95
-9.41%
-8.29%
-6.67%
-8.70%
-7.52%
-7.74%
-8.25%
-7.48%
-8.40%
-6.46%
-0.07%
0.14%
21.58%
Mar-95
-2.58%
-2.02%
-3.03%
-2.44%
-2.58%
-2.66%
-2.76%
-3.15%
-5.43%
-4.12%
-0.02%
-0.24%
52.74%
Apr-95
0.15%
2.04%
1.54%
1.01%
1.74%
1.33%
2.12%
0.39%
1.84%
0.52%
0.02%
-0.01%
0.06%
May-95
-11.41%
-9.08%
-8.41%
-5.79%
-6.55%
-6.01%
-5.46%
-5.22%
-5.13%
-4.19%
-0.06%
0.67%
82.37%
Jun-95
-4.05%
-2.80%
-3.82%
-4.74%
-3.83%
-3.98%
-6.16%
-6.68%
-6.31%
-5.98%
-0.05%
-0.37%
68.83%
Jul-95
16.00%
14.88%
14.96%
12.31%
12.92%
10.35%
10.46%
9.81%
6.81%
6.45%
0.12%
-1.07%
95.08%
Aug-95
11.22%
11.02%
9.34%
8.17%
10.84%
7.53%
8.01%
9.19%
6.61%
6.30%
0.07%
-0.48%
66.14%
Sep-95
-3.15%
0.30%
-0.59%
1.04%
-0.45%
-1.41%
1.02%
0.75%
1.94%
-0.95%
0.02%
0.22%
21.00%
Oct-95
-3.94%
-2.70%
-1.15%
-0.49%
-1.46%
-1.22%
-1.33%
-1.63%
0.41%
-0.28%
-0.02%
0.30%
55.51%
Nov-95
4.74%
4.09%
4.58%
4.94%
7.43%
4.43%
4.68%
5.73%
4.81%
4.36%
0.05%
0.02%
0.47%
Dec-95
8.68%
7.58%
7.70%
5.71%
6.61%
6.45%
8.29%
5.97%
7.87%
4.07%
0.07%
-0.25%
28.10%
Jan-96
0.50%
2.44%
1.92%
2.92%
5.35%
3.91%
4.28%
5.94%
5.39%
5.31%
2.24%
0.53%
78.29%
Feb-96
-5.65%
-3.39%
-1.84%
-3.17%
-2.77%
-1.85%
-1.97%
-3.02%
-2.24%
-1.48%
-3.43%
0.27%
44.88%
Mar-96
3.45%
4.99%
4.97%
3.26%
4.94%
6.31%
4.71%
6.26%
7.19%
7.22%
5.08%
0.37%
65.59%
Apr-96
4.12%
7.45%
4.16%
5.83%
9.18%
4.96%
5.88%
6.39%
7.27%
9.56%
3.61%
0.33%
28.04%
May-96
-2.72%
-3.40%
-1.84%
-2.34%
-1.41%
-2.02%
0.07%
-1.76%
-1.38%
0.34%
-2.16%
0.30%
60.25%
Jun-96
0.63%
2.41%
2.01%
2.93%
1.59%
0.53%
1.63%
1.58%
1.11%
2.84%
1.96%
0.02%
0.68%
Jul-96
-8.24%
-8.05%
-8.62%
-7.28%
-7.63%
-6.67%
-7.45%
-7.12%
-7.21%
-5.92%
-7.10%
0.21%
66.08%
Aug-96
-3.09%
-3.86%
-3.72%
-3.27%
-3.19%
-2.68%
-3.73%
-2.34%
-2.38%
-0.84%
-2.84%
0.22%
55.01%
Sep-96
4.47%
5.97%
4.45%
4.19%
4.38%
5.70%
5.61%
5.32%
6.36%
5.34%
6.06%
0.12%
24.56%
Oct-96
-5.60%
-5.88%
-5.04%
-4.98%
-4.92%
-4.24%
-3.74%
-4.13%
-4.49%
-3.73%
-4.78%
0.22%
78.13%
Nov-96
-2.59%
-2.86%
-0.86%
-0.03%
-0.91%
0.05%
-0.40%
0.05%
-0.48%
1.09%
1.91%
0.33%
67.19%
Dec-96
-6.33%
-6.15%
-5.60%
-8.88%
-6.57%
-5.81%
-7.53%
-6.82%
-6.25%
-6.33%
-5.10%
-0.01%
0.13%
Jan-97
-10.18%
-7.44%
-6.47%
-6.11%
-5.51%
-5.03%
-6.03%
-4.50%
-3.07%
-2.26%
-6.84%
0.68%
85.87%
Feb-97
-4.06%
0.37%
-0.84%
0.76%
1.39%
0.67%
0.51%
0.80%
1.81%
3.58%
1.68%
0.52%
63.81%
Mar-97
-4.55%
-3.85%
-3.55%
-2.33%
-2.99%
-1.69%
-1.57%
-0.66%
1.27%
1.39%
-0.85%
0.65%
93.16%
Apr-97
-4.20%
-0.47%
-0.66%
2.46%
2.83%
4.23%
5.47%
6.96%
8.39%
8.70%
6.17%
1.37%
96.67%
May-97
7.52%
6.80%
6.09%
3.66%
2.60%
3.69%
5.71%
3.06%
2.52%
3.92%
1.91%
-0.43%
50.43%
Jun-97
2.01%
5.07%
0.38%
2.54%
1.88%
3.75%
2.85%
3.74%
3.43%
2.06%
5.49%
0.05%
1.44%
Jul-97
-14.12%
-7.37%
-7.27%
-5.74%
-6.42%
-5.81%
-2.95%
0.49%
2.10%
10.51%
0.27%
2.04%
84.47%
Aug-97
-8.80%
-7.29%
-6.49%
-7.06%
-8.01%
-6.43%
-7.24%
-9.53%
-7.90%
-10.33%
-7.26%
-0.20%
20.94%
Sep-97
-22.29%
-13.41%
-11.39%
-8.77%
-7.71%
-5.67%
-5.18%
-4.51%
-1.90%
3.48%
-1.20%
2.18%
89.21%
Oct-97
7.27%
2.48%
-1.61%
0.99%
-0.34%
-2.12%
-3.38%
-5.34%
-6.63%
-6.44%
-9.71%
-1.34%
87.01%
Nov-97
-22.51%
-13.36%
-10.77%
-9.11%
-6.55%
-3.34%
-5.86%
-1.45%
-3.41%
2.74%
-0.46%
2.16%
85.22%
Dec-97
-13.52%
-17.54%
-14.51%
-13.39%
-15.78%
-13.44%
-8.07%
-7.16%
-4.12%
-2.02%
-4.01%
1.53%
78.12%
Jan-98
45.83%
27.75%
24.42%
21.92%
14.59%
16.52%
12.45%
10.27%
6.36%
5.49%
6.16%
-3.70%
85.47%
Feb-98
8.90%
8.57%
6.09%
3.00%
3.08%
2.96%
3.89%
1.73%
0.04%
-0.98%
0.09%
-1.02%
87.98%
Mar-98
-9.33%
-5.91%
-3.13%
-2.21%
0.96%
-2.41%
-0.44%
0.57%
1.87%
3.69%
-1.68%
1.16%
83.27%
Apr-98
-5.67%
-4.84%
-3.00%
-8.12%
-3.92%
-3.58%
-5.32%
-6.13%
-2.78%
-1.99%
-1.38%
0.25%
16.35%
May-98
1.63%
1.70%
1.12%
1.45%
-2.20%
0.04%
2.18%
2.34%
1.44%
1.92%
-0.95%
0.07%
2.35%
Jun-98
2.05%
0.40%
1.99%
1.02%
-0.19%
2.94%
0.43%
1.78%
1.67%
2.07%
1.51%
0.06%
3.15%
Jul-98
0.16%
2.33%
2.89%
2.49%
4.63%
1.81%
2.07%
1.52%
3.30%
4.99%
2.60%
0.24%
25.26%
Aug-98
-13.87%
-14.06%
-12.44%
-12.19%
-9.92%
-11.02%
-13.26%
-9.59%
-10.31%
-8.25%
-13.42%
0.53%
65.27%
Sep-98
-10.68%
-7.74%
-5.70%
-4.45%
-4.36%
-3.46%
-6.42%
-3.96%
-6.54%
-3.68%
-6.29%
0.46%
37.45%
Oct-98
5.71%
2.87%
2.75%
-1.97%
-1.58%
-2.24%
-2.30%
-1.38%
-0.42%
-1.95%
-0.11%
-0.69%
55.78%
Nov-98
16.08%
14.06%
14.05%
11.45%
10.38%
10.46%
6.75%
10.17%
7.96%
9.96%
10.24%
-0.80%
70.24%
Dec-98
-10.19%
-8.07%
-6.77%
-2.59%
-5.28%
-5.00%
-3.81%
-4.82%
-4.19%
-4.90%
-4.75%
0.49%
45.00%
Jan-99
2.77%
1.56%
3.01%
8.98%
3.11%
2.10%
2.81%
1.95%
3.80%
2.43%
3.77%
-0.07%
1.13%
Feb-99
-5.22%
-0.19%
-0.98%
-0.11%
-1.44%
-0.35%
-0.43%
-0.68%
-0.99%
-1.07%
-0.26%
0.20%
16.83%
Mar-99
17.19%
16.58%
12.10%
13.96%
11.53%
12.82%
14.27%
12.65%
11.19%
12.73%
13.60%
-0.44%
43.70%
Apr-99
6.27%
9.69%
6.59%
8.00%
6.60%
5.85%
7.24%
6.52%
5.40%
11.85%
4.94%
0.10%
2.45%
May-99
-0.56%
-1.36%
-2.34%
-1.82%
-2.84%
-1.02%
-1.20%
-1.92%
-2.33%
-3.74%
-3.77%
-0.18%
33.19%
Jun-99
2.36%
3.15%
4.70%
7.20%
3.76%
6.09%
10.76%
8.59%
9.87%
8.02%
8.74%
0.79%
67.92%
Jul-99
1.65%
1.17%
-0.38%
1.77%
-0.63%
-0.20%
0.77%
1.15%
0.49%
1.36%
4.23%
-0.01%
0.24%
Aug-99
-3.67%
-6.35%
-1.44%
-4.49%
-2.35%
-2.16%
-2.45%
0.93%
-1.22%
0.51%
-5.17%
0.56%
58.81%
Sep-99
0.19%
-2.69%
-3.43%
-2.97%
-1.77%
-1.37%
-1.49%
0.84%
-0.98%
3.87%
2.95%
0.43%
36.59%
Oct-99
-5.16%
-6.72%
-4.75%
-0.84%
-2.95%
1.36%
-1.95%
1.05%
2.52%
3.77%
2.18%
1.06%
82.65%
Nov-99
-5.91%
-5.17%
-0.08%
-5.45%
-6.67%
-7.88%
-6.71%
-4.21%
-5.32%
-2.04%
2.07%
0.05%
0.41%
Dec-99
-10.34%
-9.00%
-4.94%
-5.90%
-6.54%
-5.72%
-5.15%
-5.41%
0.99%
7.79%
6.34%
1.42%
67.75%
Jan-00
2.30%
6.97%
7.66%
3.92%
7.91%
8.75%
6.60%
7.33%
4.54%
4.66%
0.01%
0.07%
1.02%
Feb-00
-9.09%
-3.03%
-7.09%
-6.22%
-4.49%
-4.82%
-7.96%
-5.64%
-2.63%
-0.09%
-0.07%
0.52%
33.75%
Mar-00
8.54%
9.29%
9.41%
8.36%
9.46%
8.75%
9.04%
5.21%
3.63%
2.28%
1.02%
-0.70%
63.49%
Apr-00
-5.52%
-5.29%
-7.05%
0.14%
1.22%
-0.82%
2.33%
-2.29%
-0.81%
0.79%
-2.59%
0.71%
44.55%
May-00
3.19%
4.61%
6.52%
5.29%
2.53%
5.56%
2.17%
4.76%
1.77%
-1.18%
-5.48%
-0.45%
35.57%
Jun-00
15.13%
12.37%
12.44%
12.42%
9.49%
8.39%
6.58%
8.95%
10.17%
10.34%
4.98%
-0.57%
48.79%
Jul-00
-10.32%
-8.57%
-7.86%
-7.04%
-5.84%
-7.25%
-8.21%
-4.17%
-7.64%
-8.44%
-8.40%
0.22%
16.72%
Aug-00
3.69%
1.43%
5.52%
0.91%
-0.97%
0.46%
1.98%
3.15%
4.07%
6.74%
3.57%
0.23%
8.88%
Sep-00
-3.65%
-1.83%
-2.80%
-0.77%
-1.50%
-1.46%
1.16%
0.23%
-0.86%
1.25%
-3.75%
0.44%
68.82%
Oct-00
-4.55%
-4.47%
-5.38%
-5.36%
-6.86%
-4.93%
-4.15%
-3.75%
-5.25%
-6.26%
-4.86%
-0.04%
1.90%
Nov-00
0.51%
8.80%
3.62%
1.31%
3.78%
3.92%
5.75%
2.79%
4.24%
4.40%
-2.81%
0.07%
0.98%
Dec-00
-5.71%
-5.84%
-3.13%
-2.24%
-2.55%
0.09%
1.02%
-2.78%
-2.37%
-2.50%
-3.23%
0.41%
33.43%
Jan-01
-1.59%
4.19%
0.94%
2.12%
-0.93%
-0.60%
0.50%
-1.50%
-0.60%
-0.33%
0.61%
-0.24%
15.75%
Feb-01
0.09%
1.60%
-0.63%
-0.47%
1.27%
1.55%
-0.69%
1.27%
3.05%
0.32%
-3.68%
0.13%
10.35%
Mar-01
3.59%
7.61%
4.15%
3.34%
4.35%
2.22%
2.42%
6.51%
6.01%
2.36%
3.34%
-0.09%
2.22%
Apr-01
10.75%
6.44%
7.83%
10.68%
15.78%
8.36%
14.69%
12.63%
11.30%
10.99%
5.25%
0.39%
16.49%
May-01
-4.19%
-4.50%
-4.57%
-5.00%
-2.97%
-4.48%
-2.30%
-1.98%
-6.08%
-3.60%
-4.05%
0.08%
4.01%
Jun-01
-2.78%
-0.67%
0.61%
1.10%
2.26%
3.12%
4.05%
4.31%
4.88%
6.04%
-1.30%
0.89%
96.50%
Jul-01
-11.02%
-9.97%
-6.85%
-6.52%
-8.07%
-5.85%
-4.50%
-4.20%
-5.07%
-5.60%
-7.33%
0.63%
70.68%
Aug-01
-3.09%
-2.16%
-3.63%
-6.07%
-4.47%
-3.25%
-3.55%
-1.82%
-3.58%
-3.57%
-7.10%
0.02%
0.30%
Sep-01
-13.06%
-10.82%
-9.93%
-11.45%
-10.01%
-7.01%
-8.89%
-6.01%
-5.32%
-10.96%
-9.52%
0.53%
40.96%
Oct-01
1.85%
5.50%
4.92%
2.48%
1.38%
3.65%
6.41%
3.10%
4.06%
6.59%
2.54%
0.23%
14.07%
Nov-01
-3.20%
0.23%
-2.03%
-2.98%
-2.04%
-2.76%
-3.19%
-2.90%
-6.47%
-9.49%
1.68%
-0.66%
56.21%
Dec-01
-13.01%
-9.40%
-4.42%
-3.49%
-5.03%
-4.10%
-0.54%
-1.17%
0.33%
-1.34%
-0.75%
1.21%
76.50%
Jan-02
0.72%
-2.52%
-2.24%
-3.53%
-2.42%
-4.82%
-4.04%
-5.69%
-4.47%
-4.26%
-5.92%
-0.48%
65.04%
Feb-02
10.62%
5.98%
7.48%
9.50%
7.42%
6.70%
5.22%
5.09%
4.10%
7.60%
4.17%
-0.40%
36.12%
Mar-02
9.95%
7.24%
5.10%
3.26%
5.29%
1.53%
3.04%
1.56%
-0.47%
-0.41%
4.33%
-1.03%
86.70%
Apr-02
4.86%
2.63%
0.53%
4.22%
2.24%
3.25%
1.61%
4.39%
1.69%
3.88%
2.52%
-0.02%
0.15%
May-02
7.60%
4.55%
4.64%
4.92%
7.37%
4.74%
8.95%
5.82%
7.68%
7.37%
2.68%
0.21%
16.16%
Jun-02
-7.07%
-6.37%
-8.91%
-8.05%
-7.52%
-7.06%
-7.98%
-7.99%
-9.48%
-8.76%
-8.47%
-0.19%
37.48%
Jul-02
-4.78%
-5.08%
-4.68%
-4.58%
-3.79%
-3.34%
-3.50%
-2.73%
-2.58%
-1.59%
-7.03%
0.36%
92.83%
Aug-02
-4.30%
-3.33%
-2.49%
-2.13%
-1.74%
-1.47%
0.72%
-2.09%
-4.51%
-2.39%
-2.06%
0.12%
5.87%
Sep-02
-1.46%
-2.49%
1.39%
0.37%
-2.05%
0.63%
0.07%
1.64%
-0.05%
0.25%
-2.20%
0.22%
21.90%
Oct-02
-14.70%
-10.36%
-12.11%
-9.89%
-7.31%
-7.90%
-6.34%
-3.66%
-4.35%
-4.97%
-6.38%
1.10%
87.04%
Nov-02
3.59%
0.56%
2.22%
0.60%
3.47%
4.12%
-0.41%
1.97%
1.10%
0.24%
4.00%
-0.18%
12.20%
Dec-02
-10.47%
-7.22%
-5.12%
-3.18%
-3.30%
-3.71%
-1.99%
-1.69%
-2.41%
-2.10%
-5.61%
0.78%
72.26%
Jan-03
4.52%
3.36%
2.06%
-2.31%
0.70%
0.45%
-0.11%
-0.34%
-0.10%
-1.83%
-3.03%
-0.53%
55.54%
Feb-03
2.42%
3.11%
3.44%
2.27%
5.77%
3.67%
3.30%
6.59%
5.41%
6.41%
-0.87%
0.42%
59.18%
Mar-03
-4.75%
-2.34%
-1.64%
-2.16%
0.60%
-1.70%
0.10%
0.53%
-0.85%
0.03%
-4.68%
0.42%
57.78%
Apr-03
0.99%
2.76%
1.78%
1.90%
2.26%
3.48%
3.70%
4.98%
2.41%
5.68%
-0.22%
0.38%
60.49%
May-03
10.64%
5.43%
5.47%
4.60%
5.46%
3.06%
3.77%
7.73%
4.95%
6.06%
5.11%
-0.23%
10.69%
Jun-03
11.45%
11.40%
12.18%
7.01%
7.26%
8.61%
6.23%
10.07%
12.07%
26.69%
7.77%
0.79%
16.75%
Jul-03
6.10%
3.71%
0.44%
1.38%
3.59%
2.81%
0.74%
1.60%
-0.22%
-0.01%
4.46%
-0.48%
52.47%
Aug-03
2.03%
3.49%
5.74%
5.79%
6.90%
6.84%
8.23%
8.86%
8.88%
12.44%
6.98%
0.94%
92.32%
Sep-03
1.76%
3.63%
2.95%
4.66%
3.91%
4.14%
3.10%
2.58%
-1.30%
11.29%
1.09%
0.27%
6.82%
Oct-03
2.86%
2.09%
1.86%
4.58%
3.61%
5.95%
3.83%
2.83%
1.57%
3.54%
2.90%
0.05%
1.07%
Nov-03
-0.85%
-1.70%
-3.24%
-3.08%
-4.05%
-6.39%
-5.11%
-6.05%
-8.82%
-13.79%
-3.46%
-1.14%
83.22%
Dec-03
5.17%
4.60%
4.89%
4.28%
6.89%
4.88%
3.61%
5.61%
7.99%
4.12%
4.60%
0.08%
3.67%
Jan-04
-0.38%
4.60%
-0.40%
2.30%
1.44%
3.21%
2.32%
3.68%
1.75%
0.49%
0.55%
0.06%
1.23%
Feb-04
2.48%
3.90%
4.30%
5.41%
4.27%
2.99%
3.64%
2.88%
2.74%
1.92%
2.90%
-0.16%
22.25%
Mar-04
9.09%
14.58%
11.64%
10.90%
11.03%
11.11%
12.28%
14.65%
14.57%
13.26%
7.54%
0.34%
29.95%
Apr-04
3.49%
4.08%
-0.33%
2.22%
0.58%
0.45%
0.91%
-1.40%
0.84%
4.41%
0.30%
-0.14%
5.04%
May-04
-4.10%
-3.64%
-4.83%
-4.05%
-4.56%
-3.92%
-5.27%
-4.93%
-4.98%
-6.50%
-3.41%
-0.21%
57.81%
Jun-04
7.32%
5.29%
6.86%
6.86%
7.00%
7.23%
6.76%
7.32%
7.44%
9.23%
4.01%
0.21%
43.63%
Jul-04
-4.42%
-4.19%
-4.87%
-4.32%
-3.90%
-4.05%
-4.05%
-4.49%
-5.00%
-5.92%
-3.91%
-0.10%
25.50%
Aug-04
-0.72%
-0.19%
-0.62%
0.49%
-1.35%
-1.26%
-0.41%
-0.34%
-0.31%
-0.34%
-0.83%
0.01%
0.22%
Sep-04
-3.24%
-3.15%
-1.84%
-2.23%
-2.48%
-1.94%
-1.61%
-0.67%
-0.71%
-2.27%
-2.21%
0.21%
51.57%
Oct-04
-0.72%
-1.86%
-1.39%
-1.17%
-1.19%
0.02%
-1.67%
-1.87%
0.36%
-1.52%
-1.22%
0.03%
1.81%
Nov-04
1.24%
0.11%
0.91%
0.27%
1.10%
0.95%
1.09%
1.36%
1.82%
2.28%
1.46%
0.16%
54.44%
Dec-04
3.66%
3.94%
4.80%
5.30%
3.62%
6.39%
6.75%
6.03%
4.94%
4.70%
4.76%
0.18%
23.83%
Jan-05
3.16%
2.23%
3.57%
3.99%
4.21%
3.82%
4.46%
4.14%
4.87%
5.68%
-1.39%
0.27%
77.62%
Feb-05
2.28%
2.86%
2.31%
2.47%
4.15%
4.49%
4.08%
5.70%
6.32%
8.53%
2.86%
0.62%
85.02%
Mar-05
0.44%
1.91%
1.47%
2.17%
3.35%
3.47%
3.20%
4.19%
5.24%
5.01%
-0.12%
0.49%
92.59%
Apr-05
-4.76%
-2.56%
-3.11%
-3.39%
-3.47%
-3.03%
-2.92%
-3.05%
-4.14%
-3.89%
-4.44%
-0.01%
0.11%
May-05
4.41%
0.16%
-0.09%
1.46%
-0.13%
-0.08%
0.59%
0.04%
-0.40%
0.37%
1.77%
-0.26%
29.50%
Jun-05
4.96%
3.11%
3.22%
4.79%
3.75%
3.70%
5.30%
3.23%
3.76%
4.01%
2.68%
-0.02%
0.35%
Jul-05
3.05%
3.24%
2.28%
2.46%
3.04%
2.74%
2.20%
3.60%
2.72%
4.05%
2.16%
0.07%
11.59%
Aug-05
5.07%
3.32%
4.62%
2.71%
3.94%
2.84%
2.38%
2.44%
2.15%
3.26%
6.03%
-0.23%
48.59%
Sep-05
5.11%
7.28%
7.87%
6.65%
7.86%
7.52%
8.83%
6.75%
9.08%
11.64%
12.04%
0.44%
57.33%
Oct-05
3.40%
3.09%
4.63%
3.41%
3.91%
4.36%
5.09%
5.64%
5.45%
6.26%
1.46%
0.32%
81.28%
Nov-05
7.22%
5.65%
5.98%
5.23%
5.55%
5.80%
5.70%
6.53%
6.00%
2.96%
7.17%
-0.19%
27.57%
Dec-05
7.41%
7.94%
7.51%
8.29%
6.39%
8.14%
7.84%
10.78%
9.11%
10.33%
7.06%
0.31%
48.78%
Jan-06
3.01%
3.79%
4.73%
4.51%
5.49%
4.66%
4.35%
4.48%
4.26%
3.90%
4.18%
0.05%
5.94%
Feb-06
-6.26%
-5.34%
-6.58%
-5.52%
-5.51%
-6.16%
-5.45%
-6.80%
-5.76%
-6.16%
-1.92%
-0.02%
1.67%
Mar-06
4.50%
4.56%
3.64%
4.18%
5.44%
5.63%
5.21%
6.20%
7.08%
7.10%
3.94%
0.35%
78.92%
Apr-06
-2.92%
-0.56%
0.42%
-1.72%
-0.20%
-1.15%
-2.03%
-1.80%
-3.27%
-1.16%
-0.43%
-0.10%
6.56%
May-06
-10.27%
-7.06%
-7.47%
-8.50%
-9.48%
-8.83%
-8.36%
-8.98%
-8.44%
-9.16%
-5.94%
-0.04%
1.49%
Jun-06
-1.46%
-2.41%
-0.85%
-1.77%
-0.81%
-1.86%
-1.11%
-1.52%
-0.90%
-1.23%
-4.04%
0.06%
13.38%
Jul-06
-7.97%
-5.48%
-4.01%
-3.71%
-4.11%
-4.72%
-4.77%
-3.73%
-3.01%
-2.97%
3.05%
0.36%
56.36%
Aug-06
7.08%
4.77%
5.73%
3.85%
4.97%
3.81%
5.45%
4.51%
3.81%
5.67%
3.30%
-0.13%
14.57%
Sep-06
-1.90%
-1.83%
-1.28%
-1.74%
-1.72%
-1.36%
-1.57%
-0.77%
-2.23%
-1.31%
-1.91%
0.04%
7.02%
Oct-06
-1.35%
-1.31%
-0.94%
-2.31%
-1.72%
-1.77%
-1.45%
-0.99%
-0.94%
-1.20%
1.14%
0.04%
6.97%
Nov-06
-5.68%
-3.27%
-2.42%
-3.18%
-1.84%
-1.51%
-1.26%
-1.66%
0.34%
-1.11%
-2.06%
0.46%
74.53%
Dec-06
-0.60%
0.79%
3.25%
3.86%
3.73%
2.83%
3.32%
4.03%
4.31%
4.70%
5.37%
0.45%
65.91%
Jan-07
6.22%
5.66%
3.18%
3.97%
3.31%
2.94%
2.66%
2.61%
2.34%
2.38%
2.37%
-0.39%
75.93%
Feb-07
2.54%
1.98%
0.70%
1.51%
1.94%
2.30%
0.91%
2.80%
1.62%
1.96%
1.88%
0.01%
0.13%
Mar-07
-1.87%
-0.72%
-0.59%
0.09%
-0.97%
-0.94%
-1.27%
-0.71%
-1.84%
-1.55%
-2.17%
-0.06%
8.46%
Apr-07
-3.26%
0.12%
-0.15%
-1.15%
-1.49%
0.22%
0.37%
-0.68%
0.58%
0.07%
-0.79%
0.22%
33.32%
May-07
0.15%
-0.22%
-1.05%
1.14%
1.56%
0.08%
0.73%
0.14%
0.58%
0.98%
2.24%
0.10%
15.68%
Jun-07
4.68%
3.84%
2.86%
2.57%
3.18%
2.88%
2.28%
2.24%
3.17%
2.75%
1.08%
-0.16%
42.35%
Jul-07
-2.28%
-4.96%
-3.57%
-3.80%
-3.25%
-3.71%
-3.41%
-3.10%
-1.82%
-0.40%
-3.79%
0.25%
37.42%
Aug-07
-7.62%
-6.75%
-5.49%
-5.34%
-4.85%
-6.35%
-7.30%
-7.53%
-7.20%
-9.58%
-5.52%
-0.23%
25.94%
Sep-07
-7.16%
-2.52%
-1.14%
-2.09%
0.03%
-0.36%
0.58%
0.41%
1.09%
4.32%
1.01%
0.87%
79.35%
Oct-07
7.63%
1.68%
0.69%
0.93%
-0.18%
0.47%
0.29%
-1.31%
-1.70%
-0.74%
-0.83%
-0.67%
59.56%
Nov-07
-7.38%
-6.37%
-6.88%
-4.67%
-5.92%
-5.11%
-5.39%
-5.09%
-6.27%
-8.92%
-5.56%
-0.03%
0.64%
Dec-07
0.01%
0.11%
0.11%
0.12%
0.10%
0.12%
0.11%
0.00%
0.10%
-0.47%
-3.33%
-0.03%
24.67%
Jan-08
-13.89%
-14.08%
-13.97%
-13.55%
-13.22%
-12.46%
-13.43%
-11.95%
-12.57%
-11.93%
-9.82%
0.24%
77.94%
Feb-08
4.12%
0.90%
0.74%
-1.07%
-0.54%
0.08%
0.29%
-1.68%
-1.22%
-0.65%
-1.44%
0.39%
32.69%
Mar-08
-8.59%
-6.34%
-5.99%
-5.18%
-3.88%
-5.05%
-3.89%
-2.85%
-2.78%
-1.57%
-8.83%
0.65%
90.41%
Apr-08
10.70%
9.04%
8.65%
9.45%
7.68%
8.93%
6.78%
6.18%
4.10%
3.97%
12.61%
-0.69%
85.88%
May-08
5.68%
6.97%
6.50%
6.26%
5.34%
6.54%
6.48%
4.49%
3.07%
2.94%
3.54%
-0.36%
56.90%
Jun-08
-1.83%
-4.29%
-4.01%
-4.53%
-4.97%
-3.06%
-4.27%
-3.87%
-3.05%
-4.30%
-6.49%
-0.06%
4.07%
Jul-08
-2.06%
-2.35%
-1.74%
-2.11%
-0.30%
-0.84%
0.45%
-0.51%
0.92%
2.27%
-7.33%
0.46%
83.18%
Aug-08
-8.87%
-7.50%
-5.14%
-5.66%
-4.79%
-4.35%
-4.24%
-1.80%
-1.92%
-1.01%
-3.60%
0.80%
92.90%
Sep-08
-15.46%
-13.64%
-13.47%
-12.00%
-11.93%
-10.37%
-9.52%
-9.39%
-8.53%
-7.74%
-13.82%
0.82%
97.55%
Oct-08
-29.33%
-23.51%
-21.16%
-19.42%
-16.10%
-16.00%
-13.33%
-10.18%
-10.24%
-8.68%
-21.06%
2.13%
95.34%
Nov-08
-36.56%
-32.54%
-29.97%
-27.38%
-23.51%
-20.72%
-19.24%
-17.71%
-13.59%
-13.67%
-4.35%
2.59%
98.14%
Dec-08
20.48%
12.79%
8.79%
9.66%
7.38%
8.89%
6.32%
7.20%
6.15%
3.79%
2.81%
-1.29%
70.69%
Jan-09
-8.46%
-2.97%
-5.36%
-6.22%
-4.25%
-5.50%
-4.96%
-4.20%
-5.74%
-3.22%
-7.66%
0.22%
17.31%
Feb-09
-9.65%
-8.41%
-7.02%
-6.87%
-7.13%
-6.44%
-5.65%
-5.55%
-5.14%
-2.92%
-4.58%
0.58%
89.53%
Mar-09
15.70%
11.91%
8.45%
8.76%
6.29%
3.69%
5.55%
3.87%
3.42%
2.44%
2.18%
-1.30%
85.61%
Apr-09
13.55%
9.53%
9.30%
6.61%
5.75%
5.05%
5.97%
1.60%
3.90%
1.52%
9.20%
-1.14%
86.58%
May-09
15.09%
9.89%
10.51%
10.68%
7.93%
9.16%
7.45%
7.39%
7.99%
11.78%
6.96%
-0.41%
26.45%
Jun-09
8.86%
6.04%
6.40%
7.56%
7.59%
8.19%
10.17%
13.14%
11.97%
16.36%
2.82%
0.92%
70.72%
Jul-09
0.77%
1.45%
3.05%
1.03%
0.90%
1.43%
0.42%
0.56%
1.06%
1.71%
2.85%
-0.05%
3.82%
Aug-09
3.05%
3.06%
3.21%
2.05%
3.71%
2.98%
5.49%
3.66%
4.02%
5.52%
1.26%
0.25%
46.09%
Sep-09
-3.41%
-3.22%
-2.45%
-3.36%
-3.11%
-3.15%
-5.09%
-4.01%
-5.37%
-5.32%
-5.74%
-0.27%
63.05%
Oct-09
-0.91%
-1.72%
-2.40%
-1.98%
-2.74%
-2.31%
-3.53%
-1.69%
-2.44%
-2.42%
-1.43%
-0.12%
25.43%
Nov-09
-8.01%
-7.46%
-8.54%
-8.97%
-8.26%
-9.25%
-9.27%
-9.42%
-10.08%
-11.41%
-5.80%
-0.33%
81.52%
Dec-09
8.93%
7.59%
7.41%
6.77%
11.88%
5.78%
6.74%
6.32%
5.75%
5.79%
8.82%
-0.32%
26.11%
Jan-10
-0.48%
0.85%
-1.25%
-0.95%
0.45%
0.75%
0.16%
0.37%
1.59%
1.95%
-0.77%
0.24%
48.13%
Feb-10
-0.13%
0.51%
0.30%
0.94%
0.70%
-0.80%
0.54%
-0.89%
0.55%
-0.14%
-0.63%
-0.05%
6.18%
Mar-10
9.64%
9.02%
10.51%
7.96%
9.26%
16.91%
10.56%
11.87%
13.39%
15.23%
0.61%
0.63%
42.51%
Apr-10
7.39%
3.60%
3.09%
4.28%
3.69%
4.16%
5.57%
5.94%
5.85%
10.22%
0.41%
0.36%
25.76%
May-10
-7.27%
-8.67%
-8.08%
-8.13%
-9.33%
-7.68%
-9.11%
-9.29%
-11.25%
-10.39%
-11.00%
-0.32%
63.90%
Jun-10
-2.60%
-2.55%
-2.49%
-2.61%
-2.56%
-2.71%
-3.19%
-2.42%
-2.78%
-3.01%
-6.43%
-0.04%
27.75%
Jul-10
-0.21%
0.05%
-0.43%
-0.78%
-0.37%
-0.40%
0.03%
0.36%
-1.07%
-1.34%
1.38%
-0.07%
16.76%
Aug-10
-7.14%
-6.83%
-7.68%
-5.14%
-5.40%
-4.48%
-6.22%
-3.76%
-2.75%
-3.57%
-2.49%
0.47%
74.27%
Sep-10
5.30%
5.30%
4.60%
4.16%
4.21%
3.56%
2.13%
1.58%
1.49%
1.50%
3.25%
-0.50%
93.80%
Oct-10
-4.68%
-6.12%
-5.54%
-5.29%
-5.21%
-5.55%
-5.27%
-5.12%
-4.72%
-5.32%
0.00%
0.04%
6.65%
Nov-10
13.66%
8.96%
8.04%
8.60%
8.96%
7.52%
7.73%
7.14%
7.10%
7.07%
7.91%
-0.49%
57.15%
Dec-10
6.31%
4.78%
5.81%
5.85%
7.61%
8.00%
6.29%
5.78%
4.86%
6.61%
4.11%
0.03%
0.69%
Jan-11
3.02%
2.34%
3.34%
3.09%
2.90%
3.26%
3.73%
2.61%
4.31%
3.89%
1.14%
0.12%
38.48%
Feb-11
3.46%
2.90%
3.37%
5.21%
3.42%
3.90%
3.91%
5.40%
4.74%
5.94%
4.53%
0.25%
56.27%
Mar-11
-2.88%
-2.90%
-3.15%
-4.04%
-2.99%
-3.53%
-3.66%
-5.89%
-4.57%
-8.09%
9.61%
-0.43%
62.53%
Apr-11
-1.79%
-2.06%
-3.29%
-2.54%
-3.26%
-2.03%
-3.03%
-1.69%
-2.66%
-1.01%
-1.75%
0.06%
6.77%
May-11
-1.26%
1.07%
-1.36%
-0.91%
-0.74%
-1.51%
-1.30%
-1.59%
-1.96%
-1.65%
-1.53%
-0.17%
36.19%
Jun-11
2.61%
4.06%
3.08%
2.22%
3.95%
2.93%
3.06%
2.97%
2.49%
3.96%
0.82%
0.01%
0.38%
Jul-11
-2.34%
-1.05%
-0.29%
-1.24%
-0.47%
0.05%
-0.50%
0.17%
0.23%
0.12%
3.71%
0.22%
66.61%
Aug-11
-5.76%
-3.66%
-4.82%
-4.96%
-3.78%
-4.00%
-3.62%
-3.34%
-4.49%
-3.89%
-11.27%
0.13%
29.09%
Sep-11
-4.53%
-2.17%
-0.75%
0.20%
1.03%
0.26%
1.04%
1.26%
2.12%
0.20%
-1.72%
0.51%
63.61%
Oct-11
3.88%
0.85%
-0.57%
-1.77%
-2.12%
-2.43%
-3.21%
-3.63%
-3.46%
-3.38%
0.90%
-0.70%
78.57%
Nov-11
-6.14%
-5.56%
-4.39%
-2.71%
-3.97%
-2.14%
-2.78%
-1.79%
-1.07%
0.12%
-4.90%
0.62%
90.55%
Dec-11
-1.54%
1.36%
1.82%
0.74%
2.25%
2.04%
1.77%
2.58%
3.26%
2.30%
-0.18%
0.33%
57.91%
Loading…
Click here for:
Monthly Data
Quarterly Data
Annual Data
Home
Who is Bob Haugen?
The Model
For Clients
Performance
Contact Us
Site Map
© 2009 - 2012 Haugen Custom Financial Systems