Portfolio Evaluator Report | |||||||||||||
Monthly Return | |||||||||||||
Date | Portfolio | AXP | C | CAT | IBM | KO | DD | DIS | GM | HD | MRK | WMT | |
Nov-2003 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | |
Dec-2003 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | |
Jan-2004 | 79.80% | 26.70% | (8.10%) | 0.00% | 39.90% | (24.00%) | (21.60%) | 0.00% | 121.80% | (13.50%) | (30.60%) | (10.80%) | |
Feb-2004 | 491.40% | 31.80% | 33.60% | 0.00% | 90.30% | 92.40% | 35.70% | 89.70% | (50.40%) | (21.60%) | 18.60% | 171.30% | |
Mar-2004 | 667.50% | 106.50% | 43.20% | 28.20% | 139.80% | 92.40% | 81.30% | 53.40% | (2.40%) | 6.90% | 116.70% | 1.50% | |
Apr-2004 | 482.70% | 60.00% | 78.30% | 44.40% | (38.10%) | 61.50% | 21.90% | 43.80% | 95.40% | 2.70% | 32.10% | 80.70% | |
May-2004 | 613.80% | 45.30% | 106.20% | 35.70% | (12.60%) | 50.40% | 77.70% | (3.00%) | 158.10% | 56.10% | 61.80% | 38.10% | |
Jun-2004 | 238.35% | (6.60%) | 20.10% | 56.85% | (14.40%) | 50.70% | 18.60% | 26.40% | (22.80%) | 6.60% | 27.00% | 75.90% | |
Jul-2004 | 666.45% | 114.90% | 72.30% | (30.75%) | 32.40% | 199.80% | 14.10% | 58.80% | 103.50% | 44.40% | 64.50% | (7.50%) | |
Aug-2004 | 425.25% | (17.70%) | 79.50% | (18.45%) | 73.80% | 4.50% | 51.90% | 30.60% | 38.70% | 120.00% | 28.20% | 34.20% | |
Sep-2004 | 721.35% | (19.80%) | 72.60% | 25.95% | 77.10% | 76.20% | 7.80% | 37.80% | 12.90% | 79.20% | 367.50% | (15.90%) | |
Oct-2004 | 246.15% | (34.50%) | (92.10%) | (140.85%) | 167.70% | 52.50% | 30.30% | 20.70% | 117.90% | 56.40% | 50.70% | 17.40% | |
Nov-2004 | 844.65% | 103.20% | 35.40% | 165.15% | 163.50% | 17.70% | 20.70% | 24.60% | (38.40%) | 20.10% | 98.70% | 234.00% | |
Dec-2004 | (209.40%) | (1.80%) | (4.80%) | (115.20%) | (138.00%) | 4.50% | 97.50% | (31.80%) | (42.90%) | (5.70%) | 88.80% | (60.00%) | |
Jan-2005 | 790.05% | 135.60% | 45.60% | 126.15% | 105.00% | (4.50%) | 80.10% | (0.90%) | 97.50% | 44.40% | 122.70% | 38.40% | |
Feb-2005 | 447.75% | 35.40% | 65.70% | 43.05% | 7.20% | 39.30% | 172.20% | 53.70% | (42.60%) | (14.40%) | 64.50% | 23.70% | |
Mar-2005 | 545.25% | 10.80% | 52.20% | 98.55% | 36.00% | 41.70% | 100.80% | (15.90%) | 187.80% | 46.20% | (57.90%) | 45.00% | |
Apr-2005 | 1107.45% | 39.90% | 81.60% | 50.85% | 450.00% | 29.70% | 108.90% | 33.90% | 81.30% | 86.10% | 56.10% | 89.10% | |
May-2005 | 261.60% | (18.90%) | (8.10%) | 105.00% | 24.90% | 24.90% | 18.00% | 1.80% | 116.70% | 15.60% | 21.60% | (39.90%) | |
Jun-2005 | 555.15% | 72.60% | 7.80% | 102.75% | (31.50%) | 86.40% | 105.00% | 67.80% | 27.30% | 32.70% | 49.20% | 35.10% | |
Jul-2005 | 287.40% | 13.50% | 37.50% | 126.60% | 181.20% | 21.30% | 9.90% | (18.00%) | (66.00%) | 67.50% | (24.60%) | (61.50%) | |
Aug-2005 | 511.50% | 56.40% | (26.10%) | 46.20% | 64.80% | (22.80%) | 93.30% | (13.50%) | 81.30% | 18.90% | 81.30% | 131.70% | |
Sep-2005 | 293.40% | (121.80%) | 30.90% | 60.60% | 12.00% | 23.10% | 12.00% | 42.00% | 107.40% | 65.40% | 27.60% | 34.20% | |
Oct-2005 | 350.70% | 147.30% | 30.60% | 126.60% | 58.80% | (12.30%) | 124.80% | (54.60%) | 38.70% | (139.20%) | 56.10% | (26.10%) | |
Nov-2005 | 395.10% | 49.50% | 115.50% | 24.30% | 100.80% | (14.70%) | (29.40%) | 15.60% | 67.80% | 22.20% | 6.60% | 36.90% | |
Dec-2005 | 228.90% | 10.20% | (19.80%) | (209.10%) | 201.00% | 62.40% | 9.30% | 0.60% | 74.40% | 12.00% | 50.10% | 37.80% | |
Jan-2006 | 148.80% | 59.40% | (15.30%) | 136.80% | (29.10%) | (5.40%) | 92.10% | 5.70% | (150.90%) | (36.30%) | 49.80% | 42.00% |