IQ Trends Returns vs. Market Indices 1987 through 2007 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
IQT
17.00 |
IQT
-0.90 |
NASDAQ
50.01 |
IQT
17.00 |
WIL 5K
6.40 |
IQT
17.30 |
NASDAQ
9.80 |
DJIA
-7.10 |
DJIA
-16.76 |
IQT
31.70 |
WIL 5K
12.50 |
S&P 500
4.91 |
DJIA
16.29 |
DJIA
8.70 |
WIL 5K
-11.0 |
WIL 5K
-20.09 |
WIL 5K
31.60 |
S&P 500
10.88 |
IQT
3.60 |
WIL 5K
15.80 |
WIL 5K
5.60 |
S&P 500
-11.89 |
S&P 500
-22.10 |
S&P 500
28.69 |
NASDAQ
8.59 |
NASDAQ
1.37 |
S&P 500
15.79 |
S&P 500
5.30 |
NASDAQ
-21.05 |
NASDAQ
-31.53 |
DJIA
25.32 |
DJIA
3.15 |
DJIA
-0.61 |
NASDAQ
9.52 |
IQT
-7.40 |
1994 |
1995 |
1996 |
1997 |
1998 |
1999 |
2000 |
DJIA
2.14 |
NASDAQ
39.92 |
DJIA
26.01 |
S&P 500
33.36 |
NASDAQ
39.63 |
NASDAQ
85.59 |
IQT
20.50 |
S&P 500
1.32 |
S&P 500
37.58 |
S&P 500
22.96 |
WIL 5K
31.30 |
S&P 500
28.58 |
DJIA
25.22 |
DJIA
-6.18 |
IQT
0.20 |
WIL 5K
36.50 |
NASDAQ
22.71 |
DJIA
22.64 |
WIL 5K
23.40 |
WIL 5K
23.50 |
S&P 500
-9.10 |
WIL 5K
-0.10 |
DJIA
33.45 |
WIL 5K
21.20 |
NASDAQ
21.64 |
IQT
23.10 |
S&P 500
21.04 |
WIL 5K
-10.9 |
NASDAQ
-3.20 |
IQT
26.00 |
IQT
9.30 |
IQT
17.00 |
DJIA
16.10 |
IQT
-11.40 |
NASDAQ
-39.29 |
1987 |
1988 |
1989 |
1990 |
1991 |
1992 |
1993 |
S&P 500
5.10 |
IQT
21.2 |
S&P 500
31.69 |
S&P 500
-3.10 |
NASDAQ
56.86 |
NASDAQ
15.45 |
NASDAQ
14.75 |
WIL 5K
2.30 |
S&P 500
16.61 |
IQT
30.50 |
IQT
-4.30 |
IQT
38.90 |
IQT
9.20 |
DJIA
13.72 |
DJIA
2.26 |
WIL 5K
17.90 |
WIL 5K
29.20 |
DJIA
-4.34 |
WIL 5K
34.20 |
WIL 5K
9.00 |
WIL 5K
11.30 |
IQT
0.3 |
NASDAQ
15.40 |
DJIA
26.96 |
WIL 5K
-6.20 |
S&P 500
30.47 |
S&P 500
7.62 |
S&P 500
10.08 |
NASDAQ
-5.25 |
DJIA
11.85 |
NASDAQ
19.24 |
NASDAQ
-17.81 |
DJIA
20.32 |
DJIA
4.17 |
IQT
7.60 |
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The IQ Trends Model Portfolio for performance tracking purposes consists of all the stocks in its Undervalued and Rising Trend categories.
The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 of the largest, most liquid NYSE and NASDAQ stocks.
The S&P 500 Index is an unmanaged index commonly used to measure performance of U.S. stocks.
The NASDAQ Composite Index measures all NASDAQ domestic and international based common type stocks listed on the Nasdaq Stock Market.
The Dow Jones Wilshire 5000 Total Market Index represents the broadest index for the U.S. equity market, measuring the performance of all U.S. equity securities with readily available price data.
Performance data for the IQ Trends portfolio is compiled and maintained by The Hulbert Financial Digest. The benchmark index for the IQ Trends portfolio is the DJ/Wilshire 5000 Total Market Index. Since 1986 the IQ Trends portfolio has demonstrated, on average, approximately 25% less risk than the DJ/Wilshire 5000 Total Market Index. |
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