Home
Who is Bob Haugen
The Model
For Clients
Performance
Contact Us
 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 QUARTERLY RETURN
Scroll to see all data or click export button to export the data to Excel(.xls)

 
Export to XLS
 

Quarters
Tranche1
Tranche2
Tranche3
SP Value
Long Average
1996 Q14.85%2.42%2.22%4.39%3.16%
1996 Q23.64%2.29%0.77%4.75%2.23%
1996 Q34.76%4.35%3.60%-0.36%4.24%
1996 Q411.41%10.98%7.39%7.55%9.93%
1997 Q13.05%2.51%3.57%0.62%3.04%
1997 Q218.82%15.24%17.61%15.35%17.22%
1997 Q314.31%14.50%16.15%13.63%14.98%
1997 Q4-0.77%-2.27%3.99%1.96%0.31%
1998 Q110.50%13.66%13.98%12.64%12.71%
1998 Q20.80%3.81%2.36%0.75%2.32%
1998 Q3-15.24%-2.14%-10.38%-8.91%-9.25%
1998 Q420.90%14.51%18.04%7.49%17.82%
1999 Q1-3.02%-4.46%-10.07%-5.61%-5.85%
1999 Q211.13%18.32%19.52%15.31%16.33%
1999 Q3-11.83%-13.46%-14.20%-9.35%-13.16%
1999 Q42.98%4.69%1.25%-1.65%2.97%
2000 Q12.59%2.92%-4.80%-7.98%0.24%
2000 Q20.24%0.90%-2.74%-0.52%-0.53%
2000 Q312.02%9.21%7.78%10.16%9.67%
2000 Q47.17%16.09%5.69%12.22%9.65%
2001 Q1-1.68%-9.35%-1.45%0.77%-4.16%
2001 Q213.29%7.94%11.61%7.74%10.95%
2001 Q3-14.94%-12.70%-13.17%-9.55%-13.60%
2001 Q413.62%10.79%11.43%12.89%11.95%
2002 Q111.03%9.57%11.71%10.95%10.77%
2002 Q2-4.62%-10.31%-10.17%-5.08%-8.37%
2002 Q3-16.59%-17.12%-19.66%-27.19%-17.79%
2002 Q46.27%4.74%7.05%9.15%6.02%
2003 Q1-4.04%-6.95%-6.23%-7.64%-5.74%
2003 Q215.78%21.33%16.77%22.12%17.96%
2003 Q311.55%8.90%6.83%5.70%9.09%
2003 Q416.47%18.41%19.13%18.86%18.00%
2004 Q16.28%7.62%5.78%5.69%6.56%
2004 Q2-0.84%-1.61%-0.78%5.11%-1.08%
2004 Q34.69%3.91%3.86%0.96%4.16%
2004 Q416.10%17.06%17.17%12.46%16.78%
2005 Q16.26%5.53%2.47%1.47%4.75%
2005 Q26.16%4.65%6.97%5.58%5.93%
2005 Q313.77%10.36%9.69%6.72%11.27%
2005 Q4-0.38%-1.24%-0.11%-0.80%-0.58%
2006 Q15.65%9.07%8.17%4.95%7.63%
2006 Q2-1.14%1.77%0.47%2.51%0.36%
2006 Q32.42%-3.12%-4.92%3.07%-1.87%
2006 Q46.85%11.74%13.10%8.26%10.56%
2007 Q15.42%5.22%6.72%3.94%5.79%
2007 Q210.69%14.35%9.94%4.65%11.66%
2007 Q30.49%-0.08%-0.75%-5.17%-0.11%
2007 Q42.45%2.50%0.76%-6.63%1.91%
2008 Q1-10.64%-12.95%-10.68%-11.70%-11.42%
2008 Q23.04%2.15%4.32%-13.25%3.17%
2008 Q3-17.38%-19.52%-15.59%-1.61%-17.50%
2008 Q4-21.38%-21.74%-20.32%-30.84%-21.15%
2009 Q1-11.59%-7.07%-4.38%-25.27%-7.68%
2009 Q217.99%21.80%21.03%44.77%20.27%
2009 Q342.25%28.49%31.43%38.99%34.06%
2009 Q412.24%22.90%31.45%3.21%22.16%
2010 Q112.70%9.15%11.81%13.17%11.22%
2010 Q2-13.15%-17.13%-11.26%-11.55%-13.86%
2010 Q313.56%12.18%9.63%9.55%11.79%
2010 Q413.94%12.75%11.37%12.22%12.71%
2011 Q110.98%13.13%12.03%8.91%12.06%
2011 Q2-0.84%-1.77%-1.81%1.17%-1.46%
2011 Q3-22.51%-18.91%-12.73%-18.95%-18.08%
2011 Q411.35%15.04%8.47%11.07%11.63%

       
Click here for: Monthly Data Quarterly Data Annual Data


Skip Navigation Links
Home
Who is Bob Haugen?
The Model
For Clients
Performance
Contact Us
Site Map

© 2009 - 2012 Haugen Custom Financial Systems