Invest with strategies that have been proven successful over the long term.
| Year | S&P 500 | Buffett-Munger Screener top 25 | Top 25 Undervalued Predictable Companies | Top 25 Historical Low P/S Ratio Companies | Top 25 Historical Low P/B Ratio Companies |
|---|---|---|---|---|---|
| 2009 | 24.71% | 28.65% | 55.72% | ||
| 2010 | 11.65% | 19.54% | 20.17% | 19.05% | 16.39% |
| 2011 | 6.01% | -3.32% | -2.01% | -1.87% | |
| 2012 | 11.52% | 12.05% | 5.29% | 17.79% | 17.62% |
| 2013 | 31.8% | 30.37% | 24.81% | 29.6% | 33.18% |
| 2014 | 11.39% | 2.94% | 11.38% | 15.09% | 20.01% |
| 2015 | -0.73% | -10.89% | -0.17% | -3.75% | -4.63% |
| 2016 | 9.54% | 25.77% | 21.08% | 19.55% | 16.6% |
| 2017 | 19.42% | 7.35% | 12.99% | 6.71% | 17.56% |
| 2018 | -6.24% | -3.63% | -6.07% | -13.28% | -7.51% |
| 2019 | 28.88% | 28.81% | 23.82% | 24.7% | 28.88% |
| 2020 | 2% | 1.59% | 0.71% | 1.53% | 2.18% |
| 1 YR1 | 24.72% | 22.94% | 16.4% | 15.11% | 21.58% |
| 3 YR1 | 13.3% | 10.01% | 9.41% | 5.44% | 11.95% |
| 5 YR1 | 9.93% | 8.95% | 9.77% | 5.85% | 10.74% |
| 10 YR1 | 11.68% | 11.66% | 10.86% | 10.53% | 12.97% |
| Since Inception2 | 271.96% | 323.61% | 176.31% | 241.88% | |
| Outperforming the S&P2 | 7.08% | 58.73% | -16.27% | 49.3% | |
| Screener Links | Screener Here | Screener Here | Screener Here | Screener Here | |
* All numbers do not include dividends.
1 Average annualized total return over certain periods.
2 The Since Inception return is the cumulative return since inception date.
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