Thursday, August 22, 2013

Beep-Beep

I am sure many of us remember the roadrunner cartoons.  Just as Wile E Coyote was about to grab him, the Roadrunner would blurt out "beep-beep" and then speed away.

Well that is kind of where we are with my MFI Index.  After trailing the Russell 3000 the last couple of years, it has virtually caught up.  I am hoping that it will then say "beep-beep" and speed onwards and upwards.

The table below shows the year by year and inception to date results. Quite a comeback.

Annual Inception to Date
Year Russell MFI Russell ITD MFI ITD
2006 11.40% 15.03% 11.40% 15.03%
2007 4.09% -6.69% 15.96% 7.34%
2008 -37.05% -37.97% -27.00% -33.42%
2009 32.51% 45.18% -3.27% -3.34%
2010 18.38% 22.77% 14.50% 18.67%
2011 -0.56% -10.47% 13.87% 6.25%
2012 16.38% 9.70% 32.52% 16.56%
2013 18.31% 33.05% 56.77% 55.08%

No comments: