This is a summary of how well our gurus have fared during different periods. It can be used as a reference point to gauge your confidence in the gurus' stock picks. During different periods, some gurus may perform better than others.
6-month and 12-month data are calculated daily using the average gains/losses of the stocks bought during the past 6 months or 12 months. 5-year and 10-year data reflect the performance of the flagship fund of the manager as of Dec. 31 of the most recent year.
*The performance data are the average performances of the stocks Gurus purchased. They are not weighted, and do not include the stocks they kept
unchanged in number of shares owned. The data are different from the performances of their complete portfolios
**Portfolio Performances are calculated based on the equity holding as of the latest reported quarterly portfolio, assuming no buys/sells since.
***Turnover is defined as the impact to portfolio caused by all the purchases. This is a Quarter-to-Quarter number
I see you have added alot of new GURU NAMES to your website. Are you planning on puting them on the "scoreboard" so we can easily see their performance over the time periods...LOVE YOUR WEBSITE.
When do the Guru's 5 and 10 year % gains get recalculated by either them or Gurufocus.com. I question and am very doubtful Bruce Sherman's % rate is correct. It seems like they have never changed and continue year after year to be the same. He had a terrible last 12 to 18 months?