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Author: DreadPotato Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 33156  
Subject: Re: ETF Trends & Ranks 2013Q2 Date: 5/21/2013 8:20 AM
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Which of these screens do the best over a longer
period of time (before 2008)?

Haven't tested all the ETF's screens longer than 5yr and some of them wouldn't have a longer history anyway. Have tested BroMkt_AA from 2003 but don't have the numbers handy.

If my results were as good as the five year tests I would be a happy camper. And the results as posted below include several screen changes over time(listed as accounts).

Market Total Returns (CAGR ex. YTD)           YTD(ROI)       TTM  Jan-09 TD  Jan-04 TD  StartD  Reference:
Four-in-One Index (FFNOX) 15% 24% 14% 6% Sep-99 BrdMkt_AA
VL Arithmetic Index (.VAY) 21% 36% 25% 10% Apr-84 VL-Screens
S&P 1500 (EqWt: SPY,MDY,IJR) 20% 29% 19% 8% Jan-93 US-Equity
Foreign (EqWt: EFA,EEM) 6% 24% 12% 9% Apr-01 Foreign-Eq
US Bonds (EqWt: AGG,SHY) -0.4% 1.0% 2.8% 3.6% Jul-02 FixedIncome
-----------
My MI Screens - Average Annual IRR (ex. YTD) YTD(ROI) TTM(IRR) Jan-09 TD Jan-04 TD StartD Vested (N)
BroadMarket_AA: PO's(Slow/Int/Fast) 14% 24% 15% 7% Jun-98 104%
ETF's @ WT: RRS_TAR/Balanced 11% 19% 5% 3% Apr-07 78%
ETF's @ IRA: RRS_FIDO_Free 9% 19% 7% 9% Feb-99 93%
ETF Screens Total Return = 11% 20% 5% 6% Jun-98 88%


gdm
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