Fundranker Blog—December 2010 Archive
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Fundranker Upturns December 2010 Update
Fundranker’s Top Eight Model Portfolio added another month to its latest multi-month gain, now September through November, 2010. The table below shows Fundranker’s multi-month gains and compares them to returns of the Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund) and the S&P 500 Index (as measured by Fidelity’s Spartan 500 Index - Investor Class Fund) over the same time periods. Since we didn’t start tracking the Nasdaq Composite Index until October, 2003, its returns are shown starting in 2004:
| FSF | Nasdaq | S&P 500 | ||
| Period | Months | Return | Return | Return |
| Apr/Jul 1997 | 4 | 30.508 | 26.737 | |
| Nov/Dec 1997 | 2 | 3.682 | 6.342 | |
| Feb/Apr 1998 | 3 | 16.283 | 13.686 | |
| Sep/Jan 1999 | 5 | 57.092 | 34.423 | |
| Mar/Apr 1999 | 2 | 12.267 | 8.028 | |
| Oct/Feb 2000 | 5 | 79.523 | 6.960 | |
| Apr/May 2001 | 2 | 5.270 | 8.454 | |
| Nov/May 2002 | 7 | 24.740 | 1.461 | |
| Apr/Aug 2003 | 5 | 27.002 | 19.657 | |
| Oct/Feb 2004 | 5 | 22.058 | 13.227 | 15.740 |
| May/Jun 2004 | 2 | 5.001 | 6.771 | 3.309 |
| Sep/Dec 2004 | 4 | 15.808 | 18.259 | 10.379 |
| May/Sep 2005 | 5 | 26.361 | 12.312 | 7.029 |
| Nov/Jan 2006 | 3 | 22.953 | 8.880 | 6.555 |
| Mar/Apr 2006 | 2 | 8.780 | 1.820 | 13.073 |
| Nov/Jan 2007 | 3 | 7.126 | 13.073 | 11.059 |
| Mar/Jun 2007 | 4 | 9.584 | 7.986 | 7.446 |
| Aug/Oct 2007 | 3 | 14.491 | 12.500 | 6.942 |
| Apr/Jun 2008 | 3 | 13.553 | 0.761 | (2.739) |
| Mar/Sep 2009 | 7 | 42.376 | 54.521 | 45.835 |
| Nov/Dec 2009 | 2 | 10.099 | 11.240 | 8.041 |
| Feb/Apr 2010 | 3 | 19.803 | 14.838 | 11.021 |
| Sep/Nov 2010 | 3 | 19.015 | 18.515 | 13.057 |
With its current three-month upturn, Fundranker has risen 16 months during the 21-month-long bull market that started in March, 2009. Fundranker is up again through December 17; perhaps it will extend its bull market run and this latest multi-month upturn still another month.
Over all the upturns, Fundranker now has an average gain of 21.451%; the S&P 500 Index gained only 11.826% on average. Over the 14 upturns during which we tracked the Nasdaq Composite Index, Fundranker now has an average gain of 16.929%; the Nasdaq Composite gained only 13.907% on average. See our Fundranker Upturns November 2010 Update post for earlier information.
Although past results are never an assurance of future performance, it’s still great to know that Fundranker regularly outperforms the Nasdaq Composite and S&P 500 Indexes.
Posted 12/18/10 8:38pm ET in Fundranker, Market | Permalink | Comments (2)
Fundranker Surpasses Nasdaq YTD
Four trading days into December, Fundranker’s Top Eight Model Portfolio surpassed the Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund) for 2010 YTD gains. As of December 6, Fundranker’s Top Eight Model Portfolio gained 15.303% YTD compared to the Nasdaq’s 15.231% YTD gain. Fundranker’s Top Eight Model Portfolio last consistently led the Nasdaq Composite Index for 2010 YTD gains between mid-March and late June.
Posted 12/07/10 12:06pm ET in Fundranker | Permalink | Comments (0)
Fundranker Hits Bull Market High
Three trading days into December, Fundranker’s Top Eight Model Portfolio did what it has been unable to do since April 23: set another bull market high. As of December 3, it was up 0.769% from April 23, 4.236% in December, 15.054% 2010 YTD, and 80.857% for the bull market from its March 9, 2009, low.
Posted 12/04/10 1:44pm ET in Fundranker | Permalink | Comments (0)
Strong December Start
The market surged over the first two trading days of December, sending the Nasdaq Composite Index (as measured by Fidelity’s Nasdaq Composite Index Fund) up 3.268% to another bull market high.
The two-day surge sent the S&P 500 Index (as measured by Fidelity’s Spartan 500 Index - Investor Class Fund) up 3.481%, but the index remained down a fraction of a percent from its November 5 bull market high.
Fundranker’s Top Eight Model Portfolio gained 3.391% over the first two trading days, putting it just a tiny fraction of a percent below its April 23 bull market high. The Top Eight Model Portfolio was not able to top its April 23 bull market high in November, but December’s strong two-day start put it ever so close.
Posted 12/02/10 11:59pm ET in Fundranker, Market | Permalink | Comments (0)

