This is the main section, listing historical performance results for the various mutual fund strategies.

Mutual Fund Strategies
 As approximately 80% of fund managers do not beat the S&P 500 year in and year out, we earnestly believe in the concept of active money management. There is simply no reason to buy and hold any mutual fund, stock, exchange traded fund, etc.
The fact that most funds do not beat the overall stock market should not be surprising. Since the majority of money invested in the stock market comes from mutual funds, it would be mathematically impossible for the majority of all these funds to out perform the market.

There are various strategies that you can employ to invest in mutual funds. The easiest and most common approach used by our subscribers is to use our Buy/Sell signal to purchase the funds based on our selection and ranking criteria, and sell them when the appropriate signal changes. This can be an effective strategy as our performance results indicate. On a Buy signal or during the buy period funds are purchased. On a Sell signal one moves into cash or in a money market fund. If a more aggressive approach is preferred an inverse fund can be bought during the Sell period, which equates to taking a short position as one does when investing in stocks.

Based on our effective methodology to select, rank and manage funds, the following investment strategies can be employed:

  • "Fund Selection": individual mutual- or index- fund selection using our "Selection & Ranking" lists. The chosen fund(s) are bought when our Signal changes to "Buy" and sold on our "Sell" signal.
  • "Portfolio Weighting": selection of two or more funds to make up a total portfolio. The selected funds can be the same for each Buy period (see our own Portfolios), or vary during the different signal periods. The idea behind this approach is to allocate your equity over a range of different funds with different risk and return profiles.
  • "Hedging": Rather than sell the funds in your portfolio during a Sell period, an inverse fund is bought to "hedge" against potential losses. Part of your equity (normally 20-40%) is used to purchase the inverse fund during a Sell period. When the signal changes back to "Buy" the inverse fund is sold and the money is used to augment your portfolio, for example by buying an index fund or ETF.
  • "Small Cap Correlation": During a Buy period purchase only funds with a high correlation to the Small Caps (Russell 2000). During a Sell period purchase only inverse funds or money market funds. Since our buy signal is dominated by the OTC and Russell 2000 indices, small cap funds should outperform the large cap funds during Buy periods.
  • "Index funds": For this approach we will only invest in index funds from Rydex, Profunds, Potomac or in ETF's and ishares, in order to eliminate any sales fees (loaded- and/or  early redemption- fees).


Fund Selection
 Annual returns and other trading statistics for 100 funds are summarized in the table below, for "Long-only" positions. These particular funds correlate well with our Timing Signal. They represent a small selection of numerous funds that have performed remarkably well in the past with our timing signal. Various other fund selection lists are included in our Member's area.

Symbol CAR Max. Sys % Drawdown CAR/MDD Ulcer Index Sharpe Ratio % of Winners Avg % Profit % of Losers Avg % Loss
FISMX
61.1
-4.5
13.6
1.2
1.2
75.0
41.1
25.0
-0.5
UOPIX
55.4
-38.3
1.5
17.7
1.1
76.5
35.7
23.5
-7.7
TMCGX
54.5
-6.5
8.3
2.6
1.5
87.5
25.4
12.5
-2.2
NESGX
52.8
-10.9
4.8
3.4
1.4
80.0
30.7
20.0
-3.1
RSDGX
50.1
-11.0
4.6
4.3
1.4
90.0
22.7
10.0
-2.4
JAMFX
49.1
-18.1
2.7
7.9
1.3
81.8
28.9
18.2
-6.0
DRIDX
48.2
-12.4
3.9
4.8
1.0
71.4
32.7
28.6
-2.4
OBMCX
47.9
-16.7
2.9
4.4
1.5
90.9
20.4
9.1
-2.7
RSSGX
47.5
-8.3
5.7
3.5
1.4
84.2
23.9
15.8
-1.1
FLVCX
47.1
-8.0
5.9
3.2
1.3
100.0
21.9
0.0
N/A
RYVPX
46.7
-5.8
8.1
1.7
1.1
100.0
21.7
0.0
N/A
TVFQX
46.6
-26.3
1.8
9.2
1.2
64.3
29.0
35.7
-2.5
ARTKX
46.5
-3.7
12.7
1.2
1.1
100.0
23.1
0.0
N/A
FUSMX
45.8
-10.5
4.4
3.3
1.4
88.9
19.1
11.1
-1.2
MFHCX
42.4
-9.9
4.3
3.9
1.0
86.7
21.5
13.3
-1.6
UAPIX
41.7
-14.2
2.9
6.0
1.0
81.8
24.2
18.2
-3.4
FUSSX
40.5
-11.4
3.6
4.6
1.4
88.2
18.7
11.8
-1.2
WBSNX
39.9
-5.5
7.2
2.2
1.5
90.9
17.0
9.1
-0.8
PSSCX
39.0
-9.9
3.9
3.9
1.4
88.9
18.7
11.1
-1.8
BRSIX
37.9
-5.3
7.1
1.6
1.4
88.2
17.9
11.8
-1.7
RYMKX
37.9
-11.0
3.4
4.5
1.1
88.9
19.2
11.1
-3.3
RHJSX
37.6
-6.0
6.3
2.5
1.5
85.2
16.3
14.8
-1.5
IZZYX
36.6
-10.2
3.6
3.0
1.5
87.5
17.3
12.5
-4.9
WGGFX
35.9
-13.6
2.6
5.2
1.1
100.0
18.0
0.0
N/A
TMGFX
35.6
-13.9
2.6
5.5
1.2
89.5
17.5
10.5
-3.8
TCSVX
35.3
-6.5
5.4
2.3
1.5
90.5
15.6
9.5
-2.1
DSCVX
35.0
-12.0
2.9
3.4
1.2
78.6
17.4
21.4
-1.6
POTCX
35.0
-24.8
1.4
10.5
1.1
76.5
21.0
23.5
-4.4
PDFDX
34.1
-7.7
4.4
2.2
1.2
100.0
13.8
0.0
N/A
UMEMX
33.9
-5.1
6.7
1.9
1.1
75.0
21.6
25.0
-1.3
BUFSX
33.4
-13.4
2.5
4.0
1.2
75.0
18.4
25.0
-1.1
FSLCX
32.9
-5.9
5.5
2.3
1.5
87.5
15.1
12.5
-2.2
PBEGX
32.8
-17.5
1.9
6.4
1.2
75.0
16.1
25.0
-2.3
RIAFX
32.4
-21.9
1.5
9.6
1.2
72.7
22.4
27.3
-5.4
BRAGX
32.2
-13.2
2.4
4.9
1.2
76.0
18.1
24.0
-2.0
OBEGX
31.4
-15.2
2.1
5.7
1.2
69.6
13.9
30.4
-2.3
UMPIX
31.4
-15.4
2.0
6.1
1.0
63.6
23.9
36.4
-2.7
RYTVX
30.8
-18.1
1.7
6.6
1.0
66.7
23.6
33.3
-3.7
RYLPX
30.5
-8.1
3.8
2.0
1.5
82.8
13.2
17.2
-0.9
RSSCX
30.4
-10.7
2.9
3.8
1.3
87.5
13.5
12.5
-1.2
ATASX
30.3
-7.1
4.3
2.4
1.1
88.9
14.8
11.1
-2.8
DODFX
30.2
-5.2
5.8
1.8
1.0
85.7
17.8
14.3
0.0
BPSCX
29.8
-7.6
3.9
2.3
1.2
81.3
14.5
18.8
-2.2
TSVOX
29.7
-5.8
5.2
1.7
1.0
80.0
20.2
20.0
-1.1
TREMX
29.6
-11.3
2.6
4.7
0.9
66.7
23.4
33.3
-2.2
FBRVX
29.6
-9.9
3.0
3.1
1.5
88.9
14.0
11.1
-1.8
RSEGX
29.6
-17.5
1.7
6.7
0.9
64.3
15.7
35.7
-3.2
POSCX
28.9
-12.8
2.3
4.9
1.1
78.6
15.8
21.4
-3.2
FSDCX
28.5
-29.2
1.0
9.6
0.9
60.4
16.8
39.6
-2.7
TTOPX
28.4
-21.1
1.3
8.5
0.9
61.5
22.9
38.5
-3.7
KSCOX
28.2
-8.7
3.2
2.4
1.3
88.9
13.0
11.1
-0.1
GCBLX
27.7
-11.2
2.5
4.4
0.9
67.6
15.2
32.4
-1.3
PBSVX
27.4
-7.7
3.6
2.8
1.5
88.2
13.2
11.8
-0.9
PRCGX
27.3
-8.9
3.1
2.6
1.1
62.5
13.3
37.5
-1.4
HRTVX
27.2
-8.8
3.1
2.3
1.2
67.9
12.0
32.1
-1.4
RYOCX
27.1
-20.6
1.3
7.4
1.1
78.6
14.3
21.4
-3.5
EWD
26.8
-21.9
1.2
8.3
1.1
75.0
16.9
25.0
-4.3
IJS
26.5
-6.8
3.9
2.3
1.2
90.0
12.3
10.0
-3.2
RSPFX
26.0
-9.8
2.7
2.8
1.3
87.0
12.0
13.0
-2.4
CHTTX
25.8
-9.2
2.8
2.7
1.4
80.0
12.8
20.0
-1.3
IWO
25.3
-8.6
2.9
4.0
1.2
90.0
11.9
10.0
-2.9
SVPIX
25.1
-6.7
3.8
2.7
1.0
85.7
13.3
14.3
-3.5
IWN
25.1
-5.9
4.3
2.1
1.2
80.0
13.1
20.0
-1.0
AVALX
24.8
-2.8
8.8
0.8
1.3
80.0
13.0
20.0
-0.8
SLPIX
24.3
-7.3
3.3
3.1
1.0
85.7
12.7
14.3
-2.0
IWM
24.2
-7.2
3.4
3.0
1.1
90.9
10.6
9.1
-2.1
OAKEX
23.8
-11.4
2.1
4.1
0.9
78.3
12.5
21.7
-1.3
CORBX
23.7
-15.9
1.5
5.2
1.3
82.4
12.5
17.7
-2.2
QQQQ
23.6
-21.7
1.1
9.1
0.9
71.4
15.1
28.6
-3.4
RYMDX
23.4
-10.0
2.3
4.1
0.8
50.0
26.2
50.0
-1.5
EUEYX
23.4
-15.1
1.6
5.0
0.9
66.7
15.2
33.3
-2.8
HRVIX
23.1
-7.0
3.3
1.9
1.1
82.8
10.7
17.2
-1.2
EWW
23.1
-30.0
0.8
6.4
1.1
75.0
14.4
25.0
-3.0
IJR
22.2
-6.9
3.2
2.8
1.1
81.8
11.0
18.2
-2.2
FLPSX
21.7
-10.3
2.1
2.1
1.2
70.6
9.1
29.4
-1.2
GABSX
21.6
-4.4
4.9
1.7
1.3
76.9
9.2
23.1
-0.9
FOCPX
21.5
-12.0
1.8
4.3
1.0
64.3
10.5
35.7
-1.6
IJT
21.2
-7.7
2.8
3.2
1.2
90.0
9.9
10.0
-2.6
FSLBX
20.9
-21.8
1.0
6.9
1.0
60.7
11.9
39.3
-3.0
RUT-I
20.7
-10.2
2.0
3.2
1.1
66.1
9.6
33.9
-1.5
PRIDX
20.7
-16.1
1.3
4.0
0.8
75.9
9.4
24.1
-2.5
FBMPX
19.7
-14.3
1.4
5.2
1.1
62.5
10.4
37.5
-2.5
REPSX
19.4
-22.8
0.9
5.2
0.7
70.0
16.6
30.0
-7.6
FSLSX
19.3
-12.4
1.6
4.4
0.9
62.5
10.1
37.5
-1.9
IASMX
19.2
-38.8
0.5
13.3
0.8
65.0
17.9
35.0
-7.4
FDGRX
18.3
-15.9
1.2
6.3
0.8
64.3
9.8
35.7
-2.5
EWP
17.1
-19.3
0.9
8.1
1.0
60.0
14.1
40.0
-2.7
FDCAX
17.1
-16.0
1.1
4.0
1.0
66.1
8.5
33.9
-2.1
RYNVX
16.9
-14.1
1.2
6.5
0.9
71.0
9.7
29.0
-2.6
NBSSX
16.8
-16.9
1.0
5.9
0.8
51.8
11.8
48.2
-2.2
FSDAX
16.5
-12.8
1.3
3.9
1.0
66.1
8.1
33.9
-2.1
FWRLX
16.1
-28.5
0.6
15.5
0.6
55.6
21.2
44.4
-5.4
HRSVX
15.1
-16.3
0.9
6.5
0.9
73.7
9.4
26.3
-2.5
FDGFX
14.7
-12.3
1.2
3.6
1.1
78.8
6.6
21.2
-1.2
WWNPX
14.6
-5.3
2.7
1.2
0.8
63.6
10.5
36.4
-0.7
USCOX
14.6
-37.1
0.4
11.8
0.6
60.7
14.3
39.3
-5.5
FDIVX
14.0
-10.2
1.4
3.2
0.8
71.1
7.3
29.0
-1.7
RSCOX
13.9
-18.2
0.8
6.9
0.7
71.0
9.2
29.0
-4.1
OTPIX
13.1
-20.2
0.7
10.1
0.8
77.8
9.0
22.2
-6.9
EGLRX
12.6
-19.4
0.7
5.9
0.7
57.4
8.3
42.6
-2.3
FDVLX
12.4
-24.7
0.5
7.4
0.8
60.7
7.4
39.3
-2.4
LCGRX
11.8
-19.1
0.6
9.3
0.6
63.6
10.2
36.4
-3.8
LCORX
11.8
-6.5
1.8
2.4
0.7
73.9
6.5
26.1
-1.3
 
CAR - Compounded Annual Return %
Max. System % DrawDown - The largest loss (peak to valley) percentage decline experienced in the portfolio equity.
CAR/MaxDD - Compound Annual % Return divided by Max. System % Drawdown
Sharpe Ratio - Risk adjusted return of investment. Above 1.0 is good, more than 2.0 is very good.
Ulcer Index - The lower the Ulcer Index, the easier an investment will be to live with and the less troubling will be the down days.
(timeframe - since inception date)


Performance section for the various mutual funds strategies