Sound Mind Investing : Performance History

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Performance History

While past performance is no guarantee of future results, you can learn a lot about an investing strategy by studying its past returns. Does it zoom ahead of the market's returns one year, only to fall way behind the next? Has it demonstrated superior performance in both bull markets and bear markets, or is it primarily suited to one type of market environment?

Upgrading has managed to beat the market in 11 of the past 12 years, an impressive accomplishment. As the graph makes clear, SMI's investing strategies have proven their ability to protect and grow our readers' portfolios.

From 1999-2010, U.S. stocks gained a total of 41.0%, while SMI's Upgrading Strategy gained 185.0%.

How would that performance difference have affected a $25,000 investment made at the beginning of that 12-year period? If invested in the overall market, that $25,000 would have climbed to $35,250. But if the same money had been invested according to SMI's Upgrading strategy, it would have grown to $71,250 — an end result worth twice that from investing in the overall market!