The Turnaround Letter's Performance Speaks For Itself
To ensure totally unbiased results reporting, The Turnaround Letter relies primarily on Hulbert Financial Digest to report on our performance results.
What is Hulbert Financial Digest? It is Mark Hulbert's online, interactive tool for researching and rating the performance of over 200 investment newsletters and advisors. Established in 1988, it is a completely independent, impartial, and authoritative rating service that arms subscribers with the facts about stock and mutual fund investment newsletter performance ... "the bible on who gives the best investment newsletter advice." These tables reflect figures through March 2013.
The Hulbert Financial Digest compares The Turnaround Letter investment results against the Wilshire 5000.
|
% Gain/Loss |
1 Year |
3 Years |
5 Years |
10 Years |
15 Years |
|
The Turnaround Letter |
23.00% |
13.91% |
8.98% |
14.05% |
9.77% |
|
Wilshire 5000 |
14.15% |
12.82% |
6.27% |
9.32% |
4.72% |
The Turnaround Letter ranking compared to the over 200 investment newsletters tracked by The Hulbert Financial Digest
|
Period |
Ranking |
Annualized Return |
|
20 years |
4th |
10.9% |
|
15 Years |
3rd |
9.8% |
|
10 Years |
12th |
14.1% |
| 5 Years | 16th | 9.0% |
|
3 Years |
21st |
13.9% |
| 1 Year | 8th | 23.0% |
Year by year look at The Turnaround Letter returns compared to the Wilshire 5000
|
Year |
The Turnaround Letter Returns |
Wilshire 5000 Returns |
|
1999 |
34.21% |
23.56% |
|
2000 |
-6.96% |
-10.89% |
|
2001 |
15.58% |
-10.97% |
|
2002 |
3.54% |
-20.86% |
|
2003 |
59.44% |
31.64% |
|
2004 |
28.58% |
12.48% |
|
2005 |
9.39% |
6.38% |
|
2006 |
26.25% |
15.77% |
|
2007 |
-2.21% |
5.62% |
|
2008 |
-55.38% |
-37.23% |
|
2009 |
75.62% |
28.33% |
|
2010 |
30.41% |
17.16% |
|
2011 |
-10.32% |
.98% |
| 2012 | 27.48% | 16.06% |
Turnaround Letter returns compared to the S&P 500
| % Gain/Loss | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | 20 Years |
| The Turnaround Letter | 23.00% | 13.91% | 8.98% | 14.05% | 10.00% | 11.30% |
| S & P 500 | 11.82% | 11.42% | 3.52% | 6.09% | 2.46% | 6.38% |
Profit from The Turnaround Letter's...
- Market-Beating Investment Results
- 25+ Years of Turnaround Experience
- Diverse Stock Picks for Today's Unpredictable Market
TLCorner
Time to Pay the Piper: 7 Strategies to Minimize Tax Pain
Europe’s Not Out of the Woods Yet, But…
What did The Turnaround Letter see that others did not?
Questions & Tips
AskGeorge
Why are you still recommending MGIC?
I don’t normally comment on individual stocks in this particular blog, but the MGIC situation represents a basic investment principle that is worthy of discussion here.
Read More.How important are Price-to-Earnings (P/E) ratios in evaluating turnaround stocks?
Price-to-Earnings ratios are probably the most widely used tool for comparing the relative values of different stocks.
Read More.Does the poor performance of the stock market in May indicate that the U.S. is headed for a new recession?
This question comes up frequently when the market takes a dip.
Read More.
