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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
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  Investars
  Predictive History
LONG TOTAL ANNUAL RETURN
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Years
Tranche1
Tranche2
Tranche3
SP Growth
Long Average
199623.88%29.62%19.00%18.97%27.88%
199746.86%42.27%25.98%30.01%38.16%
199820.98%26.02%22.05%38.63%23.17%
199940.64%75.50%52.23%59.61%55.69%
2000-12.73%-6.00%-28.87%-8.29%-15.93%
2001-6.71%4.70%-8.17%-17.75%-3.39%
2002-4.00%-5.39%-6.71%-31.88%-5.33%
200338.57%39.21%33.52%42.34%37.15%
20048.47%-4.86%7.51%16.26%3.68%
200531.27%33.24%25.73%7.31%30.07%
20067.88%6.28%14.92%7.43%9.67%
200723.66%29.32%21.93%6.64%25.02%
2008-40.61%-39.95%-43.01%-38.99%-41.16%
200957.90%65.69%45.44%50.85%56.24%
201015.55%25.43%15.37%27.65%18.75%
2011-11.83%-8.70%-7.76%0.75%-9.27%
Total12.79%17.07%9.39%10.10%13.34%

       
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