U.S. VALUE STRATEGY'S ANNUAL RETURNS
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Years
Portfolio
SP Value
Excess Return
199633.72%21.99%11.72%
199763.10%29.98%33.12%
199834.46%14.67%19.79%
199910.36%12.72%-2.36%
200025.59%6.08%19.51%
200129.38%-11.71%41.09%
20025.85%-20.85%26.70%
200371.30%31.79%39.51%
200430.41%15.71%14.71%
200528.95%5.82%23.13%
200626.96%20.80%6.16%
200727.74%1.99%25.74%
2008-40.22%-39.22%-1.00%
200981.31%21.18%60.14%
201021.98%15.10%6.87%
20112.85%-0.48%3.33%
201224.98%17.68%7.30%
201333.02%31.99%1.04%
20147.76%12.36%-4.60%
20153.93%-3.13%6.54%
201620.20%17.40%2.03%
201722.59%15.36%6.14%
20183.95%3.51%0.24%
Average22.33%8.25%14.03%

       
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