Long Only Strategy - Growth Quarterly

Who is Bob Haugen

Haugen Custom Financial Systems

Summary Performance

50 Stock Portfolios Quarterly

Long Only Strategy

Market Neutral Strategy

Growth Strategy

50 Stock Portfolios Monthly

Long Only Strategy

Cumulative Returns

Decile Performance

European Universe

Japanese Universe

US Enhanced Universe

Predictive History

LONG TOTAL QUARTERLY RETURN
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Quarters

Tranche1

Tranche2

Tranche3

SP Growth

Long Average

1996 Q1

4.16%

3.91%

0.90%

3.24%

2.99%

1996 Q2

4.28%

10.84%

1.47%

3.83%

5.53%

1996 Q3

7.16%

4.80%

7.44%

4.76%

6.46%

1996 Q4

6.42%

7.39%

8.19%

5.94%

7.33%

1997 Q1

-0.26%

0.08%

-4.10%

1.27%

-1.43%

1997 Q2

23.12%

20.18%

18.11%

19.23%

20.47%

1997 Q3

16.69%

15.60%

12.52%

15.12%

14.94%

1997 Q4

2.49%

2.32%

-1.15%

-6.46%

1.22%

1998 Q1

14.73%

12.12%

12.40%

17.27%

13.09%

1998 Q2

1.57%

-1.13%

2.88%

4.02%

1.11%

1998 Q3

-10.52%

-7.01%

-13.76%

-13.94%

-10.43%

1998 Q4

16.02%

22.25%

22.38%

32.05%

20.22%

1999 Q1

-3.27%

-1.64%

-2.11%

11.61%

-2.34%

1999 Q2

14.18%

25.42%

16.82%

10.93%

18.81%

1999 Q3

-3.20%

3.19%

-1.66%

-2.57%

-0.56%

1999 Q4

31.55%

37.87%

35.37%

32.31%

34.93%

2000 Q1

29.69%

12.29%

-1.94%

12.28%

13.35%

2000 Q2

-12.78%

-11.81%

-16.71%

-3.33%

-13.77%

2000 Q3

2.91%

1.57%

3.88%

3.12%

2.78%

2000 Q4

-25.04%

-6.54%

-16.16%

-18.06%

-15.91%

2001 Q1

-5.05%

-4.25%

-6.16%

-16.26%

-5.15%

2001 Q2

6.94%

10.72%

5.88%

13.82%

7.85%

2001 Q3

-12.88%

-9.71%

-13.64%

-31.98%

-12.08%

2001 Q4

5.46%

9.38%

7.02%

26.86%

7.28%

2002 Q1

5.51%

9.19%

8.11%

-5.80%

7.60%

2002 Q2

-6.66%

-7.24%

-7.66%

-22.83%

-7.19%

2002 Q3

-5.66%

-9.49%

-8.83%

-20.46%

-7.99%

2002 Q4

3.32%

3.19%

2.50%

27.34%

3.00%

2003 Q1

0.24%

0.94%

-0.19%

-0.94%

0.33%

2003 Q2

13.62%

17.18%

10.58%

23.15%

13.80%

2003 Q3

4.60%

5.09%

4.42%

3.36%

4.70%

2003 Q4

16.32%

12.00%

15.85%

12.88%

14.72%

2004 Q1

0.63%

-1.58%

2.86%

5.35%

0.64%

2004 Q2

-3.68%

-13.96%

-6.70%

1.47%

-8.11%

2004 Q3

1.70%

2.36%

3.60%

-2.17%

2.56%

2004 Q4

10.04%

9.77%

8.13%

11.17%

9.31%

2005 Q1

5.68%

7.19%

5.49%

-2.49%

6.12%

2005 Q2

3.81%

5.00%

2.90%

4.03%

3.90%

2005 Q3

20.69%

19.46%

18.82%

3.52%

19.66%

2005 Q4

-0.86%

-0.91%

-2.52%

2.19%

-1.43%

2006 Q1

3.46%

5.80%

6.60%

3.08%

5.29%

2006 Q2

-7.02%

-5.15%

-1.33%

-4.96%

-4.50%

2006 Q3

2.33%

-4.87%

-1.00%

4.44%

-1.18%

2006 Q4

9.58%

11.33%

10.36%

5.00%

10.42%

2007 Q1

3.99%

2.37%

0.46%

2.02%

2.28%

2007 Q2

12.38%

13.99%

12.75%

5.80%

13.04%

2007 Q3

9.89%

10.18%

4.75%

0.53%

8.27%

2007 Q4

-3.71%

0.58%

2.77%

-1.72%

-0.12%

2008 Q1

-4.85%

-4.92%

-6.16%

-8.82%

-5.31%

2008 Q2

30.27%

24.98%

32.64%

1.23%

29.30%

2008 Q3

-37.64%

-33.86%

-35.40%

-12.39%

-35.63%

2008 Q4

-23.16%

-23.60%

-29.12%

-24.56%

-25.29%

2009 Q1

-9.89%

-9.30%

-11.27%

-5.05%

-10.15%

2009 Q2

13.80%

11.78%

11.65%

21.96%

12.41%

2009 Q3

32.57%

36.83%

24.76%

18.99%

31.38%

2009 Q4

16.14%

19.44%

17.68%

9.48%

17.78%

2010 Q1

8.36%

5.36%

7.23%

7.22%

6.98%

2010 Q2

-16.05%

-11.13%

-11.67%

-12.35%

-12.96%

2010 Q3

12.36%

13.28%

5.88%

18.86%

10.47%

2010 Q4

13.05%

18.25%

15.05%

14.27%

15.44%

2011 Q1

18.91%

11.99%

11.95%

7.47%

14.25%

2011 Q2

-8.63%

-7.47%

-5.11%

2.59%

-7.08%

2011 Q3

-23.42%

-26.73%

-19.88%

-16.65%

-23.33%

2011 Q4

5.97%

20.24%

8.38%

9.63%

11.46%

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