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Unemotional Growth History
The historic returns show the performance of two model Unemotional Growth portfolios that were rebalanced monthly based on stocks that met the UG criteria on the first Friday of each month. Beginning January, 2000, the UG monthly returns will be tracked with the other Workshop strategy returns. This page will be maintained for historical purposes only.
Note: If you don't see the final column headed "Total," drag the margin of your browser window to the right
Unemotional Growth -- 5 Stock Model
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
1987 20.25% 6.06% 3.97% 1.09% 5.82% 3.18% 4.23% -2.41% 13.09% -37.48% -6.12% 22.77% 21.32%
1988 -13.58% 13.92% -0.08% 10.20% 2.00% 4.03% -5.40% -9.25% 8.23% -3.29% -2.26% 5.17% 6.25%
1989 16.89% -3.66% 6.63% 11.51% 17.61% -1.55% 5.41% 5.92% 22.20% -7.61% 3.26% -7.57% 86.53%
1990 -0.61% 0.82% 4.39% -0.37% 2.85% -0.76% -17.50% -7.51% -3.83% 1.14% 24.76% -1.58% -3.06%
1991 22.11% 11.98% 12.01% -7.20% -0.50% -0.39% 9.67% 6.92% 11.43% 16.21% 2.95% 13.63% 150.23%
1992 11.20% -7.59% -3.88% -10.92% 3.64% -4.44% 7.81% 2.83% 6.26% 17.35% 6.51% 7.90% 38.44%
1993 15.11% -2.65% -0.19% 10.13% 6.03% -0.35% -1.91% -1.06% 2.37% -1.36% 1.01% 5.19% 35.52%
1994 3.57% 6.48% -5.79% -2.24% -3.47% -4.40% 2.90% 4.98% -3.47% 12.00% -3.51% -1.41% 4.14%
1995 3.74% 11.79% 6.47% 1.38% 5.57% 25.54% -0.10% 11.04% -6.38% 8.59% -5.63% -13.10% 53.43%
1996 18.10% 7.25% 13.91% 9.92% 14.31% -4.66% -0.38% -4.94% 11.24% -5.04% 6.24% 2.32% 87.95%
1997 -8.55% -9.44% -10.81% 18.35% 9.27% 11.32% 8.21% 1.20% 5.77% -8.93% -0.40% -9.59% 1.00%
1998 4.83% 12.14% 9.46% 2.02% 1.57% -8.08% -7.53% -9.63% -1.57% 2.88% 14.94% 15.09% 37.20%
1999 -2.27% -3.45% -0.98% -11.24% 7.88% 14.11% -13.18% 18.92% -2.36% 24.56% 24.67% 24.87% 99.57%
Total Return 8979%
Annualized Return 41.46%
Unemotional Growth -- 10 Stock Model
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
1987 20.27% 6.32% 5.25% -3.01% 6.41% 1.02% 6.98% 1.75% 7.23% -35.61% -7.63% 28.54% 25.21%
1988 -10.32% 14.01% -1.17% 6.53% 0.70% 7.08% -6.89% -5.28% 8.14% -2.75% -2.29% 4.02% 9.42%
1989 8.61% 0.62% 6.07% 7.87% 10.07% -3.76% 6.71% 3.03% 12.33% -7.99% 2.92% -2.01% 51.79%
1990 -8.02% 0.50% 8.38% -1.48% 12.75% -1.02% -17.43% -7.27% -4.98% -0.30% 18.29% -2.32% -7.68%
1991 21.84% 8.93% 14.34% -4.13% 1.53% -3.85% 9.75% 1.15% 1.72% 12.97% 4.48% 16.11% 119.79%
1992 7.32% -3.05% -3.47% -7.01% 1.42% -4.31% 7.71% 1.90% 5.24% 15.19% 5.48% 10.96% 41.15%
1993 14.87% -3.24% 0.90% 3.02% 7.54% 3.31% 1.67% 2.30% 1.27% -0.39% -0.26% 2.56% 37.76%
1994 2.01% 0.40% -4.09% 0.11% -5.14% -7.09% 0.82% 6.68% -1.91% 6.10% -2.86% 1.05% -4.77%
1995 6.37% 8.70% -0.06% 3.97% 6.11% 23.73% 1.59% 5.58% -6.42% 9.72% -10.57% -12.41% 36.07%
1996 9.81% 3.31% 7.53% 6.63% 8.95% -1.36% -3.42% -2.17% 10.22% -7.12% 8.70% -0.07% 46.87%
1997 -3.08% -8.26% -8.30% 10.76% 7.73% 8.90% 8.45% 0.66% 3.20% -1.46% -0.57% -6.48% 9.37%
1998 6.07% 7.10% 7.22% 4.77% -1.86% -7.66% -7.73% -18.37% -2.37% 7.50% 9.30% 13.65% 13.56%
1999 -6.46% -3.34% 0.71% -2.49% 5.92% 9.78% -9.12% 12.87% -3.37% 11.07% 12.81% 14.45% 46.75%
Total Return 2746%
Annualized Return 29.38%
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