MFI Index Metrics So Far

MFI Index Stats

While I just mentioned how well my MFI tranches are performing in 2013, I should make it clear that it isn't me.  It is MFI.  Everything I see and track shows that for whatever reason it is a blowout year.  I suspect part of it is that the For Profit Education stocks have finally started to rebound.  But also part is that MFI screens found some stocks that were really oversold (like MLM stocks such as HLF, USNA and NUS). Even stocks that logically should be going down (such as GNI, which gets dissolved pretty soon) is up 14%.

The table below compares the MFI Index to the Russell 3000 going back to 2006:

	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	18.29%	32.72%	56.76%	54.69%

You can see MFI is still trailing by a small margin, but in 2013 it is up almost 33%!

Stocks Currently in Index

This table shows all the stocks currently in my index and how they have performed in 2013.  Note that the performance is still extraordinary despite one stock essentially going to 0. Note the "current" price includes accrued dividends during 2013.

Index	Stock	Start	Last Week	Current	YTD Change	Weekly Change	Shares
1	APOL	20.92	18.57	20.01	-4.3%	7.8%	11.14
2	AGX	18.00	17.75	19.16	6.4%	7.9%	12.95
3	BAH	13.92	20.52	19.83	42.5%	-3.4%	16.75
4	CA	21.98	30.00	30.35	38.1%	1.2%	10.61
5	CPLA	28.23	54.35	56.26	99.3%	3.5%	8.26
6	CF	203.16	190.94	194.79	-4.1%	2.0%	1.15
7	CSCO	19.65	23.65	23.89	21.6%	1.0%	11.86
8	DELL	10.14	13.93	14.00	38.1%	0.5%	22.99
9	DLX	32.24	40.10	40.08	24.3%	0.0%	7.23
10	DMRC	20.70	19.34	19.88	-4.0%	2.8%	11.26
11	DLB	29.33	31.43	31.38	7.0%	-0.2%	7.95
12	GME	25.09	50.76	50.16	99.9%	-1.2%	9.29
13	GNI	67.20	75.26	76.51	13.9%	1.7%	3.47
14	GTAT	3.03	6.46	6.80	124.4%	5.3%	76.93
15	HLF	32.94	61.91	64.65	96.3%	4.4%	7.08
16	HFC	46.55	46.08	45.29	-2.7%	-1.7%	5.01
17	IDCC	41.09	35.84	37.64	-8.4%	5.0%	5.67
18	INTX	9.48	9.75	9.94	4.9%	1.9%	24.59
19	ESI	17.31	28.81	29.74	71.8%	3.2%	13.47
20	JCOM	30.60	49.95	49.35	61.3%	-1.2%	7.62
21	KLIC	11.99	11.06	11.48	-4.3%	3.8%	19.44
22	LPS	24.62	32.20	32.57	32.3%	1.1%	9.47
23	MANT	25.94	28.87	28.02	8.0%	-2.9%	8.99
24	MSFT	26.71	34.09	31.84	19.2%	-6.6%	8.73
25	NATR	14.48	19.26	19.57	35.2%	1.6%	16.10
26	NSU	4.28	3.25	3.49	-18.5%	7.4%	54.47
27	NTI	25.44	24.01	23.31	-8.4%	-2.9%	9.16
28	NUS	37.05	84.61	89.04	140.3%	5.2%	6.29
29	PDLI	7.04	8.24	8.06	14.5%	-2.2%	33.11
30	PETS	11.10	15.74	15.93	43.5%	1.2%	21.00
31	PBI	10.64	17.07	17.57	65.1%	2.9%	21.91
32	POOSF	1.42	-	-	-100.0%	#DIV/0!	164.63
33	POZN	5.01	5.17	5.67	13.2%	9.7%	46.53
34	QCOR	26.72	67.43	67.54	152.8%	0.2%	8.72
35	RTN	57.56	76.51	76.71	33.3%	0.3%	4.05
36	RPXC	9.04	15.69	16.16	78.8%	3.0%	25.79
37	SAI	11.32	16.31	15.61	37.9%	-4.3%	20.59
38	STX	30.42	39.08	40.22	32.2%	2.9%	7.66
39	SVLC	2.52	2.11	2.12	-15.9%	0.5%	92.51
40	SAVE	17.73	31.17	31.19	75.9%	0.1%	13.15
41	STRA	56.17	39.96	40.96	-27.1%	2.5%	4.15
42	TNAV	7.99	5.42	5.81	-27.3%	7.2%	29.18
43	TZOO	18.99	27.01	27.10	42.7%	0.3%	12.28
44	UIS	17.30	25.16	24.57	42.0%	-2.3%	13.47
45	USMO	11.68	14.50	13.78	17.9%	-5.0%	19.96
46	USNA	32.93	75.95	77.20	134.4%	1.6%	7.08
47	EGY	8.65	5.56	5.60	-35.3%	0.7%	26.95
48	VCI	25.78	28.17	28.96	12.3%	2.8%	9.04
49	VG	2.37	3.12	3.11	31.2%	-0.3%	98.36
50	WCRX	12.04	21.70	22.14	83.9%	2.0%	19.36
	Total	11,656	15,266	15,470	32.7%	1.3%