We Still Beat The Big Dogs (Part 1)

Two years ago I posted results of the Core Model Portfolio over 1, 3, and 5 years against those of several indices including the S&P 500 and equity mutual funds.

Source: Small Dog, Big Pag

As was the case then, the Core performed well versus its benchmarks. In 2012 the Core yeilded 27.88% versus 16.00% for the S&P 500 (incl dividends) and 13.86% for the typical mutual fund according to the Wall St Journal. Next week I will present the Core’s record since its inception in more detail. In the meantime, the chart below gives at least some visual information as to how the Core has faired over years against the stock market as measured by the S&P 500.

Disclosure