Since Inception – From Mark Hulbert and Hulbert Financial Digest

Performance through 3-31-2021 from when Hulbert began tracking newsletter

init_sort	Newsletter	Portfolio	Tracking Began	Gain	Risk Rating	Sharpe Ratio	Wilshire 5000 Gain	Wilshire 5000 Risk Rating	Wilshire 5000 Sharpe Ratio
1	BLUE CHIP INVESTOR, THE	Newsletter Average	1990.12.31	8.38	4.63	0.43	10.99	4.28	0.62
2	Blue Chip Investor, The	The Quality Growth Account	1990.12.31	8.89	4.58	0.47	10.99	4.28	0.62
3	BOB BRINKER'S MARKETIMER	Newsletter Equity Portfolio Average	1986.12.31	11.02	4.30	0.58	10.87	4.45	0.56
4	Bob Brinker's Marketimer	Portfolio I: Aggressive Growth Mutual Fund Portfolio	1986.12.31	11.29	4.50	0.58	10.87	4.45	0.56
5	Bob Brinker's Marketimer	Portfolio II: Long-Term Growth Mutual Fund Portfolio	1986.12.31	10.96	4.16	0.59	10.87	4.45	0.56
6	Bob Brinker's Marketimer	Portfolio III: Balanced Portfolio	1986.12.31	7.83	2.64	0.55	10.87	4.45	0.56
7	Bob Brinker's Marketimer	Income Portfolio	1988.12.31	5.64	0.88	0.91	10.93	4.30	0.59
8	Bob Brinker's Marketimer	Active/Passive Portfolio	2001.12.31	10.00	4.18	0.65	9.24	4.34	0.58
9	BUYSELLDONOTHING.COM	Buy&Hold: Quarterly invest Equal-Weight in 20 Divid Grwth stks	2017.09.30	16.06	6.39	0.73	15.81	5.20	0.83
10	BUYBACK LETTER, THE	Newsletter Average	1996.12.31	12.06	4.55	0.68	9.33	4.56	0.52
11	Buyback Letter, The	Buyback Dogs Portfolio	1997.12.31	9.64	5.20	0.50	8.48	4.56	0.48
12	Buyback Letter, The	Buyback Income Index	1997.12.31	11.69	5.65	0.58	8.48	4.56	0.48
13	Buyback Letter, The	Buyback Index	1997.12.31	10.01	5.12	0.53	8.48	4.56	0.48
14	Buyback Letter, The	Buyback High-Tech Index Portfolio	2000.01.29	7.18	6.68	0.35	7.40	4.48	0.44
15	Buyback Letter, The	Health & Bio-Tech Sector Portfolio	2001.12.31	13.36	5.44	0.70	9.24	4.34	0.58
16	CABOT TURNAROUND LETTER	Newsletter Average	1987.12.31	12.01	7.56	0.46	11.14	4.26	0.60
17	Cabot Turnaround Letter	Large-Cap (over $10 billion)	1987.12.31	10.23	6.22	0.43	11.14	4.26	0.60
18	Cabot Turnaround Letter	Mid-Cap ($1 billion to $10 billion)	1987.12.31	11.24	8.18	0.42	11.14	4.26	0.60
19	Cabot Turnaround Letter	Small-Cap (under $1 billion)	1987.12.31	10.84	11.21	0.38	11.14	4.26	0.60
25	FIDELITY MONITOR & INSIGHT	Newsletter Equity Portfolio Average	1986.12.31	12.46	4.79	0.62	10.87	4.45	0.56
26	Fidelity Monitor & Insight	Growth Model	1986.12.31	12.01	4.62	0.61	10.87	4.45	0.56
27	Fidelity Monitor & Insight	Select Model	1986.12.31	12.98	5.25	0.60	10.87	4.45	0.56
28	Fidelity Monitor & Insight	Income Model	1991.12.31	5.87	1.38	0.73	10.27	4.27	0.58
29	Fidelity Monitor & Insight	Growth & Income Model	1993.12.31	8.95	2.96	0.67	10.28	4.40	0.57
30	Fidelity Monitor & Insight	Unique Opportunities Model	1999.12.31	9.65	4.94	0.54	7.16	4.48	0.43
31	INVESTMENT QUALITY TRENDS	Newsletter Average	1985.12.31	11.77	4.09	0.64	11.01	4.45	0.56
32	Investment Quality Trends	Model Portfolio	1985.12.31	11.77	4.09	0.64	11.01	4.45	0.56
33	Investment Quality Trends	Lucky 13 Portfolio	1999.12.31	11.04	4.27	0.68	7.16	4.48	0.43
34	Investment Quality Trends	The Timely Ten	2006.08.30	12.62	4.64	0.77	10.27	4.54	0.64
35	INVESTMENT REPORTER, THE	Newsletter Average	1983.12.31	12.87	5.04	0.60	11.32	4.43	0.56
36	Investment Reporter, The	Portfolio of Very Conservative Stocks	1983.12.31	11.39	4.70	0.54	11.32	4.43	0.56
37	Investment Reporter, The	Portfolio of Conservative Stocks	1983.12.31	9.83	6.11	0.40	11.32	4.43	0.56
38	Investment Reporter, The	Portfolio of Average Risk Stocks	1983.12.31	10.67	6.63	0.42	11.32	4.43	0.56
39	Investment Reporter, The	Portfolio of Higher Risk Stocks	1983.12.31	11.63	8.77	0.41	11.32	4.43	0.56
40	Investment Reporter, The	Portfolio of Speculative Stocks	1983.12.31	11.56	9.36	0.39	11.32	4.43	0.56
41	Investment Reporter, The	Portfolio of Very Conservative U.S. Stocks	1991.12.31	10.27	4.05	0.60	10.27	4.27	0.58
42	Investment Reporter, The	Portfolio of Conservative U.S. Stocks	1991.12.31	9.24	5.62	0.43	10.27	4.27	0.58
43	Investment Reporter, The	Portfolio of Average Risk U.S. Stocks	1991.12.31	14.60	6.19	0.63	10.27	4.27	0.58
44	Investment Reporter, The	Portfolio of Speculative U.S. Stocks	1991.12.31	2.84	8.90	0.17	10.27	4.27	0.58
45	Investment Reporter, The	Portfolio of Higher Risk U.S. Stocks	1996.12.31	6.73	9.75	0.30	9.33	4.56	0.52
46	Investment Reporter, The	Income Portfolio	2001.12.31	9.47	5.52	0.51	9.24	4.34	0.58
47	Investment Reporter, The	Balanced Portfolio	2001.12.31	11.11	5.81	0.57	9.24	4.34	0.58
48	Investment Reporter, The	Growth Portfolio	2001.12.31	13.12	6.04	0.64	9.24	4.34	0.58
49	INVESTOR ADVISORY SERVICE		1995.12.31	13.73	5.54	0.66	9.78	4.51	0.55
50	LINDE EQUITY REPORT		2001.08.30	14.17	8.15	0.57	9.20	4.38	0.58
51	LITTLE RIVER INVESTMENT GUIDE, THE		2020.06.30	29.11	3.35	3.02	33.04	4.62	2.49
52	MARKET TIDINGS	Newsletter Average	2020.09.30	2.31	2.98	0.49	21.90	4.49	2.66
53	Market Tidings	S&P 500 Timing Model	2020.09.30	3.71	2.98	0.76	21.90	4.49	2.66
54	Market Tidings	Cross-asset Strategy	2020.12.31	-1.22	0.40	-3.54	6.49	1.76	4.19
55	NATE'S NOTES	Newsletter Average	1999.12.31	15.35	11.50	0.50	7.16	4.48	0.43
56	Nate's Notes	Model Portfolio	1999.12.31	13.95	8.35	0.53	7.16	4.48	0.43
57	Nate's Notes	Aggressive Portfolio	1999.12.31	15.40	14.88	0.48	7.16	4.48	0.43
58	NOLOAD FUNDX	Newsletter Average	1980.06.30	12.47	4.50	0.58	11.80	4.43	0.55
59	NoLoad FundX	Class 1: Aggressive Sector Funds	1980.06.30	11.58	6.51	0.43	11.80	4.43	0.55
60	NoLoad FundX	Class 2: Aggressive Stock Funds	1980.06.30	14.43	5.67	0.59	11.80	4.43	0.55
61	NoLoad FundX	Class 3: Core Stock Funds	1980.06.30	14.28	4.35	0.70	11.80	4.43	0.55
62	NoLoad FundX	Class 4: Total Return Funds	1986.12.31	9.87	3.19	0.64	10.87	4.45	0.56
63	NoLoad FundX	Monthly Upgrader Portfolio	2000.02.29	7.52	4.58	0.44	7.32	4.48	0.44
64	NoLoad FundX	Monthly Flexible Income Portfolio	2005.08.30	4.81	1.05	1.00	10.18	4.42	0.64
65	PENDULTUS PREMIUM STOCK NEWSLETTER		2020.12.31	10.76	2.30	5.26	6.49	1.76	4.19
66	PRUDENT SPECULATOR, THE	Newsletter Average	1980.06.30	14.85	8.77	0.49	11.80	4.43	0.55
67	Prudent Speculator, The	The Prudent Speculator Portfolio	1980.06.30	14.30	8.88	0.47	11.80	4.43	0.55
68	Prudent Speculator, The	Millennium Portfolio	1999.12.31	10.35	5.80	0.52	7.16	4.48	0.43
69	Prudent Speculator, The	The Prufolio	2000.12.31	12.79	5.88	0.63	8.14	4.44	0.50
70	Prudent Speculator, The	Buckingham Portfolio	2003.01.28	13.52	6.85	0.61	11.40	4.23	0.73
71	SOUND ADVICE	Newsletter Average	1992.12.31	7.52	5.00	0.38	10.32	4.33	0.58
72	Sound Advice	Sound Advice Portfolio	1993.12.31	7.10	5.07	0.35	10.28	4.40	0.57
73	WAGMORE ADVISORY LETTER, THE		2013.08.30	-7.04	23.25	0.27	14.47	4.09	0.98

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Guide to columns:

Newsletter: For each newsletter we calculate the average return of all its individual portfolios that are, or have been, tracked. These averages appear in ALL CAPS.

Portfolio: In addition to the newsletter’s overall average, we also report the return of each of its individual portfolios that are being monitored. If the “Portfolio” column is blank, then the performance that is reported reflected the newsletter’s overall average

Return: Returns for all periods longer than one year are annualized

Risk: This reflects the volatility of a newsletter’s performance, as measured by the standard deviation of its monthly returns. Higher numbers reflect greater volatility and risk.

Sharpe Ratio. This is a measure of risk-adjusted performance. Higher numbers mean that the adviser did better in relation to the amount of risk he/she incurred. We calculate the Sharpe Ratio using monthly data, and then annualize it by multiplying by the square root of 12.

Performance through 3-31-2021 from when Hulbert began tracking newsletter

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