Rev. Oct. 2012 The USIR Growth Portfolios - 1987 to Present Home
The USIR Conservative Growth and USIR Growth Leaders model portfolios were started  1/1/87 with $100,000 each.
The USIR Emerging Growth Portfolio was started  7/1/95 with $1,000.000. They are managed as real-time portfolios
Purchses are pre-announced and recorded at prevailing market prices. Dividends and commissions are not included.
After years of rapid growth, dollar values were downsized proportionally in 2009, as footnoted below.
  USIR Conservative USIR Growth USIR Emerging           NASDAQ   Dow Jones
  Growth Portfolio Leaders Portfolio Growth Portfolio   S&P 500 Index Composite Index Industrial Average
Compounded Annual Return thru 2010:
  Last 15 Years 18.3% 28.0% 32.3% 2.8% 4.2% 3.6%
  Last 10 Years 21.8% 32.8% 36.4% 5.9% 10.3% 5.9%
  Last 5 Years 17.1% 22.6% 25.2% -1.2% 2.9% -0.7%
  Last 3 Years 24.3% 32.4% 36.5% 10.9% 13.7% 11.4%
Quarterly Results since 1987:
  USIR Conservative USIR Growth USIR Emerging           NASDAQ   Dow Jones
  Growth Portfolio Leaders Portfolio Growth Portfolio   S&P 500 Index Composite Index Industrial Average
Market  Qtr YTD Market  Qtr YTD Market  Qtr YTD Index Qtr YTD Index Qtr YTD Index Qtr YTD
Quarter Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain
Jan 1 1987 $100,000 $100,000 Started 7/1/95 272 395 1896
1Q1987 135,044 35.0% 35.0% 150,492 50.5% 50.5% 294 8.1% 8.1% 432 9.4% 9.4% 2305 21.6% 21.6%
2Q1987 142,551 5.6% 42.6% 157,451 4.6% 57.5% 307 4.4% 12.9% 429 -0.7% 8.6% 2419 4.9% 27.6%
3Q1987 150,122 5.3% 50.1% 164,399 4.4% 64.4% 320 4.2% 17.6% 442 3.0% 11.9% 2596 7.3% 36.9%
4Q1987 141,673 -5.6% 41.7% 132,170 -19.6% 32.2% 244 -23.8% -10.3% 345 -21.9% -12.7% 1939 -25.3% 2.3%
1Q1988 160,555 13.3% 13.3% 168,840 27.7% 27.7%         259 6.1% 6.1% 375 8.7% 8.7% 1989 2.6% 2.6%
2Q1988 173,529 8.1% 22.5% 183,828 8.9% 39.1%         271 4.6% 11.1% 387 3.2% 12.2% 2142 7.7% 10.5%
3Q1988 171,172 -1.4% 20.8% 178,694 -2.8% 35.2%         270 -0.4% 10.7% 385 -0.5% 11.6% 2113 -1.4% 9.0%
4Q1988 176,401 3.1% 24.5% 192,891 7.9% 45.9%         278 3.0% 13.9% 381 -1.0% 10.4% 2169 2.7% 11.9%
1Q1989 200,033 13.4% 13.4% 216,180 12.1% 12.1% 290 4.3% 4.3% 408 7.1% 7.1% 2294 5.8% 5.8%
2Q1989 223,015 11.5% 26.4% 240,651 11.3% 24.8% 318 9.7% 14.4% 435 6.6% 14.2% 2440 6.4% 12.5%
3Q1989 257,981 15.7% 46.2% 312,181 29.7% 61.8% 355 11.6% 27.7% 477 9.7% 25.2% 2693 10.4% 24.2%
4Q1989 281,514 9.1% 59.6% 327,144 4.8% 69.6% 360 1.4% 29.5% 458 -4.0% 20.2% 2753 2.2% 26.9%
1Q1990 290,798 3.3% 3.3% 367,664 12.4% 12.4%         337 -6.4% -6.4% 437 -4.6% -4.6% 2707 -1.7% -1.7%
2Q1990 330,233 13.6% 17.3% 427,891 16.4% 30.8%         358 6.2% -0.6% 462 5.7% 0.9% 2881 6.4% 4.6%
3Q1990 334,369 1.3% 18.8% 432,580 1.1% 32.2%         305 -14.8% -15.3% 352 -23.8% -23.1% 2452 -14.9% -10.9%
4Q1990 344,444 3.0% 22.4% 478,571 10.6% 46.3%         330 8.2% -8.3% 374 6.3% -18.3% 2634 7.4% -4.3%
1Q1991 422,961 22.8% 22.8% 681,638 42.4% 42.4% 372 12.7% 12.7% 466 24.6% 24.6% 2914 10.6% 10.6%
2Q1991 444,936 5.2% 29.2% 776,437 13.9% 62.2% 388 4.3% 17.6% 502 7.7% 34.2% 2907 -0.2% 10.4%
3Q1991 476,476 7.1% 38.3% 880,725 13.4% 84.0% 392 1.0% 18.8% 543 8.2% 45.2% 3017 3.8% 14.5%
4Q1991 555,792 16.6% 61.4% 1,048,608 19.1% 119.1% 409 4.3% 23.9% 620 14.2% 65.8% 3169 5.0% 20.3%
1Q1992 553,233 -0.5% -0.5% 1,057,840 0.9% 0.9%         415 1.5% 1.5% 579 -6.6% -6.6% 3235 2.1% 2.1%
2Q1992 583,881 5.5% 5.1% 1,065,992 0.8% 1.7%         424 2.2% 3.7% 581 0.3% -6.3% 3319 2.6% 4.7%
3Q1992 591,557 1.3% 6.4% 1,125,784 5.6% 7.4%         419 -1.2% 2.4% 605 4.1% -2.4% 3272 -1.4% 3.3%
4Q1992 645,034 9.0% 16.1% 1,309,945 16.4% 24.9%         439 4.8% 7.3% 696 15.0% 12.3% 3301 0.9% 4.2%
1Q1993 650,316 0.8% 0.8% 1,371,587 4.7% 4.7% 440 0.2% 0.2% 661 -5.0% -5.0% 3435 4.1% 4.1%
2Q1993 654,789 0.7% 1.5% 1,427,935 4.1% 9.0% 448 1.8% 2.1% 705 6.7% 1.3% 3516 2.4% 6.5%
3Q1993 713,726 9.0% 10.6% 1,684,123 17.9% 28.6% 468 4.5% 6.6% 779 10.5% 11.9% 3555 1.1% 7.7%
4Q1993 722,458 1.2% 12.0% 1,878,625 11.5% 43.4% 482 3.0% 9.8% 800 2.7% 14.9% 3754 5.6% 13.7%
1Q1994 776,050 7.4% 7.4% 2,159,936 15.0% 15.0%         451 -6.4% -6.4% 734 -8.3% -8.3% 3636 -3.1% -3.1%
2Q1994 775,580 -0.1% 7.4% 2,053,701 -4.9% 9.3%         444 -1.6% -7.9% 706 -3.8% -11.8% 3625 -0.3% -3.4%
3Q1994 806,292 4.0% 11.6% 2,500,663 21.8% 33.1%         472 6.3% -2.1% 777 10.1% -2.9% 3843 6.0% 2.4%
4Q1994 806,535 0.0% 11.6% 2,631,749 5.2% 40.1%         459 -2.8% -4.8% 752 -3.2% -6.0% 3834 -0.2% 2.1%
1Q1995 912,460 13.1% 13.1% 3,041,725 15.6% 15.6% 501 9.2% 9.2% 817 8.6% 8.6% 4158 8.5% 8.5%
2Q1995 1,055,635 15.7% 30.9% 3,659,501 20.3% 39.1% 1,000,000 545 8.8% 18.7% 933 14.2% 24.1% 4556 9.6% 18.8%
3Q1995 1,169,297 10.8% 45.0% 4,283,014 17.0% 62.7% 1,127,323 12.7% 12.7% 582 6.8% 26.8% 1036 11.0% 37.8% 4789 5.1% 24.9%
4Q1995 1,148,647 -1.8% 42.4% 3,905,668 -8.8% 48.4% 1,063,581 -5.7% 6.4% 616 5.8% 34.2% 1030 -0.6% 37.0% 5117 6.8% 33.5%
1Q1996 1,266,617 10.3% 10.3% 4,419,705 13.2% 13.2% 1,265,640 19.0% 19.0%   646 4.9% 4.9% 1101 6.9% 6.9% 5587 9.2% 9.2%
2Q1996 1,339,856 5.8% 16.6% 4,815,370 9.0% 23.3% 1,484,216 17.3% 39.5%   671 3.9% 8.9% 1185 7.6% 15.0% 5655 1.2% 10.5%
3Q1996 1,499,410 11.9% 30.5% 5,763,281 19.7% 47.6% 1,682,897 13.4% 58.2%   687 2.4% 11.5% 1227 3.5% 19.1% 5882 4.0% 15.0%
4Q1996 1,552,430 3.5% 35.2% 6,155,588 6.8% 57.6% 1,738,318 3.3% 63.4%   741 7.9% 20.3% 1291 5.2% 25.3% 6448 9.6% 26.0%
1Q1997 1,569,571 1.1% 1.1% 6,128,685 -0.4% -0.4% 1,725,082 -0.8% -0.8% 757 2.2% 2.2% 1222 -5.3% -5.3% 6584 2.1% 2.1%
2Q1997 1,983,739 26.4% 27.8% 7,468,133 21.9% 21.3% 2,126,681 23.3% 22.3% 885 16.9% 19.4% 1442 18.0% 11.7% 7673 16.5% 19.0%
3Q1997 2,171,174 9.4% 39.9% 9,087,432 21.7% 47.6% 2,613,863 22.9% 50.4% 947 7.0% 27.8% 1686 16.9% 30.6% 7945 3.5% 23.2%
4Q1997 2,154,079 -0.8% 38.8% 8,695,775 -4.3% 41.3% 2,724,960 4.3% 56.8% 970 2.4% 30.9% 1570 -6.9% 21.6% 7908 -0.5% 22.6%
1Q1998 2,422,739 12.5% 12.5% 10,130,027 16.5% 16.5% 3,372,460 23.8% 23.8%   1102 13.6% 13.6% 1836 16.9% 16.9% 8800 11.3% 11.3%
2Q1998 2,657,868 9.7% 23.4% 11,952,297 18.0% 37.4% 3,233,938 -4.1% 18.7%   1134 2.9% 16.9% 1895 3.2% 20.7% 8952 1.7% 13.2%
3Q 1998 2,540,702 -4.4% 17.9% 11,224,509 -6.1% 29.1% 2,998,471 -7.3% 10.0%   1017 -10.3% 4.8% 1694 -10.6% 7.9% 7843 -12.4% -0.8%
4Q 1998 3,312,746 30.4% 53.8% 16,139,531 43.8% 85.6% 4,737,868 58.0% 73.9%   1229 20.8% 26.7% 2193 29.5% 39.7% 9181 17.1% 16.1%
1Q1999 3,607,273 8.9% 8.9% 19,904,510 23.3% 23.3% 5,010,702 5.8% 5.8% 1286 4.6% 4.6% 2461 12.2% 12.2% 9786 6.6% 6.6%
2Q1999 3,842,601 6.5% 16.0% 19,471,101 -2.2% 20.6% 5,075,343 1.3% 7.1% 1373 6.8% 11.7% 2686 9.1% 22.5% 10971 12.1% 19.5%
3Q 1999 3,835,064 -0.2% 15.8% 20,126,689 3.4% 24.7% 5,664,508 11.6% 19.6% 1283 -6.6% 4.4% 2746 2.2% 25.2% 10337 -5.8% 12.6%
4Q 1999 4,597,300 19.9% 38.8% 25,927,559 28.8% 60.6% 7,022,311 24.0% 48.2% 1469 14.5% 19.5% 4069 48.2% 85.5% 11497 11.2% 25.2%
1Q 2000 5,185,530 12.8% 12.8% 31,614,959 21.9% 21.9% 9,184,759 30.8% 30.8%   1499 2.0% 2.0% 4573 12.4% 12.4% 10922 -5.0% -5.0%
2Q 2000 5,133,076 -1.0% 11.7% 27,578,168 -12.8% 6.4% 8,366,982 -8.9% 19.1%   1455 -2.9% -1.0% 3966 -13.3% -2.5% 10448 -4.3% -9.1%
3Q 2000 4,924,785 -4.1% 7.1% 27,100,841 -1.7% 4.5% 8,099,619 -3.2% 15.3%   1437 -1.2% -2.2% 3673 -7.4% -9.7% 10651 1.9% -7.4%
4Q 2000 4,667,464 -5.2% 1.5% 26,234,371 -3.2% 1.2% 7,524,339 -7.1% 7.1%   1320 -8.1% -10.1% 2471 -32.7% -39.3% 10787 1.3% -6.2%
1Q 2001 3,869,335 -17.1% -17.1% 22,049,246 -16.0% -16.0% 7,242,478 -3.7% -3.7% 1166 -11.7% -11.7% 1840 -25.5% -25.5% 9879 -8.4% -8.4%
2Q 2001 4,639,217 19.9% -0.6% 24,528,761 11.2% -6.5% 9,024,777 24.6% 19.9% 1224 5.0% -7.3% 2161 17.4% -12.5% 10502 6.3% -2.6%
3Q 2001 4,141,181 -10.7% -11.3% 21,880,713 -10.8% -16.6% 8,136,939 -9.8% 8.1% 1041 -15.0% -21.1% 1499 -30.6% -39.3% 8848 -15.7% -18.0%
4Q 2001 4,464,006 7.8% -4.4% 24,665,419 12.7% -6.0% 9,229,285 13.4% 22.7% 1148 10.3% -13.0% 1950 30.1% -21.1% 10022 13.3% -7.1%
1Q 2002 4,300,952 -3.7% -3.7% 23,916,198 -3.0% -3.0% 9,050,524 -1.9% -1.9%   1147 -0.1% -0.1% 1845 -5.4% -5.4% 10404 3.8% 3.8%
2Q 2002 4,021,118 -6.5% -9.9% 22,786,650 -4.7% -7.6% 7,882,432 -12.9% -14.6%   990 -13.7% -13.8% 1463 -20.7% -25.0% 9243 -11.2% -7.8%
3Q 2002 3,764,804 -6.4% -15.7% 21,588,384 -5.3% -12.5% 7,842,807 -0.5% -15.0%   815 -17.6% -29.0% 1172 -19.9% -39.9% 7592 -17.9% -24.2%
4Q 2002 3,836,848 1.9% -14.0% 23,413,619 8.5% -5.1% 8,269,721 5.4% -10.4%   880 7.9% -23.4% 1336 14.0% -31.5% 8342 9.9% -16.8%
1Q 2003 4,036,326 5.2% 5.2% 24,890,284 6.3% 6.3% 8,464,284 2.4% 2.4% 848 -3.6% -3.6% 1341 0.4% 0.4% 7992 -4.2% -4.2%
2Q 2003 4,478,036 10.9% 16.7% 30,029,036 20.6% 28.3% 10,542,311 24.6% 27.5% 975 15.0% 10.8% 1623 21.0% 21.5% 8995 12.6% 7.8%
3Q 2003 4,849,202 8.3% 26.4% 35,360,055 17.8% 51.0% 12,375,560 17.4% 49.6% 996 2.2% 13.2% 1787 10.1% 33.8% 9275 3.1% 11.2%
4Q 2003 5,492,379 13.3% 43.1% 40,040,970 13.2% 71.0% 14,576,405 17.8% 76.3% 1112 11.6% 26.4% 2003 12.1% 50.0% 10454 12.7% 25.3%
1Q 2004 5,695,153 3.7% 3.7% 41,657,229 4.0% 4.0% 15,255,806 4.7% 4.7%   1126 1.3% 1.3% 1994 -0.5% -0.5% 10358 -0.9% -0.9%
2Q 2004 5,750,898 1.0% 4.7% 44,230,948 6.2% 10.5% 15,442,738 1.2% 5.9%   1141 1.3% 2.6% 2048 2.7% 2.2% 10435 0.7% -0.2%
3Q 2004 5,748,475 0.0% 4.7% 45,432,144 2.7% 13.5% 15,775,751 2.2% 8.2%   1115 -2.3% 0.3% 1897 -7.4% -5.3% 10080 -3.4% -3.6%
4Q 2004 6,620,750 15.2% 20.5% 56,359,058 24.1% 40.8% 18,053,866 14.4% 23.9%   1212 8.7% 9.0% 2175 14.7% 8.6% 10783 7.0% 3.1%
1Q 2005 6,578,589 -0.6% -0.6% 56,087,269 -0.5% -0.5% 18,080,746 0.1% 0.1% 1181 -2.6% -2.6% 1999 -8.1% -8.1% 10504 -2.6% -2.6%
2Q 2005 6,836,583 3.9% 3.3% 58,113,806 3.6% 3.1% 19,404,746 7.3% 7.5% 1191 0.8% -1.7% 2057 2.9% -5.4% 10275 -2.2% -4.7%
3Q 2005 7,224,515 5.7% 9.1% 62,131,677 6.9% 10.2% 21,958,022 13.2% 21.6% 1229 3.2% 1.4% 2152 4.6% -1.1% 10569 2.9% -2.0%
4Q 2005 7,770,956 7.6% 17.4% 70,178,956 13.0% 24.5% 23,477,132 6.9% 30.0% 1249 1.6% 3.1% 2206 2.5% 1.4% 10718 1.4% -0.6%
1Q 2006 8,835,299 13.7% 13.7% 85,099,751 21.3% 21.3% 31,656,129 34.8% 34.8%   1295 3.7% 3.7% 2340 6.1% 6.1% 11109 3.6% 3.6%
2Q 2006 8,500,666 -3.8% 9.4% 85,716,240 0.7% 22.1% 33,492,921 5.8% 42.7%   1270 -1.9% 1.7% 2172 -7.2% -1.5% 11150 0.4% 4.0%
3Q 2006 9,094,590 7.0% 17.0% 92,750,997 8.2% 32.2% 36,769,417 9.8% 56.6%   1336 5.2% 7.0% 2258 4.0% 2.4% 11679 4.7% 9.0%
4Q 2006 9,936,641 9.3% 27.9% 101,407,343 9.3% 44.5% 38,883,205 5.7% 65.6%   1418 6.1% 13.5% 2415 7.0% 9.5% 12463 6.7% 16.3%
1Q 2007 10,469,936 5.4% 5.4% 107,336,773 5.8% 5.8% 45,492,628 17.0% 17.0% 1421 0.2% 0.2% 2421 0.2% 0.2% 12354 -0.9% -0.9%
2Q 2007 11,440,887 9.3% 15.1% 117,925,084 9.9% 16.3% 50,959,256 12.0% 31.1% 1503 5.8% 6.0% 2603 7.5% 7.8% 13409 8.5% 7.6%
3Q 2007 12,254,965 7.1% 23.3% 132,524,516 12.4% 30.7% 56,725,907 11.3% 45.9% 1527 1.6% 7.7% 2702 3.8% 11.9% 13896 3.6% 11.5%
4Q 2007 12,378,885 1.0% 24.6% 132,946,863 0.3% 31.1% 55,613,694 -2.0% 43.0% 1468 -3.9% 3.5% 2652 -1.9% 9.8% 13265 -4.5% 6.4%
1Q 2008 12,243,431 -1.1% -1.1% 132,253,100 -0.5% -0.5% 55,590,168 0.0% 0.0%   1323 -9.9% -9.9% 2279 -14.1% -14.1% 12263 -7.6% -7.6%
2Q 2008 12,470,219 1.9% 0.7% 135,906,227 2.8% 2.2% 57,542,120 3.5% 3.5%   1280 -3.3% -12.8% 2293 0.6% -13.5% 11350 -7.4% -14.4%
3Q 2008 12,269,940 -1.6% -0.9% 138,497,409 1.9% 4.2% 54,138,708 -5.9% -2.7%   1166 -8.9% -20.6% 2092 -8.8% -21.1% 10851 -4.4% -18.2%
4Q 2008 12,077,739 -1.6% -2.4% 135,149,027 -2.4% 1.7% 57,450,853 6.1% 3.3%   903 -22.6% -38.5% 1577 -24.6% -40.5% 8776 -19.1% -33.8%
1Q 2009 12,077,739 0.0% 0.0% 135,149,027 0.0% 0.0% 57,450,853 0.0% 0.0% 798 -11.6% -11.6% 1528 -3.1% -3.1% 7609 -13.3% -13.3%
1Q Adj * 120,777 1,351,490 574,509
2Q 2009 122,871 1.7% 1.7% 1,389,539 2.8% 2.8% 589,469 2.6% 2.6% 919 15.2% 1.8% 1835 20.1% 16.4% 8447 11.0% -3.7%
3Q 2009 140,638 14.5% 16.4% 1,582,933 13.9% 17.1% 687,607 16.6% 19.7% 1057 15.0% 17.1% 2122 15.6% 34.6% 9712 15.0% 10.7%
4Q 2009 157,696 12.1% 30.6% 1,778,521 12.4% 31.6% 762,094 10.8% 32.7% 1115 5.5% 23.5% 2269 6.9% 43.9% 10428 7.4% 18.8%
1Q 2010 160,356 1.7% 1.7% 1,837,413 3.3% 3.3% 846,979 11.1% 11.1%   1169 4.8% 4.8% 2398 5.7% 5.7% 10857 4.1% 4.1%
2Q 2010 156,840 -2.2% -0.5% 1,877,061 2.2% 5.5% 901,480 6.4% 18.3%   1077 -7.9% -3.4% 2223 -7.3% -2.0% 10142 -6.6% -2.7%
3Q 2010 163,001 3.9% 3.4% 1,975,662 5.3% 11.1% 930,973 3.3% 22.2%   1141 5.9% 2.3% 2369 6.6% 4.4% 10788 6.4% 3.5%
4Q 2010 191,957 17.8% 21.7% 2,384,359 20.7% 34.1% 1,169,759 25.6% 53.5%   1258 10.3% 12.8% 2653 12.0% 16.9% 11578 7.3% 11.0%
                                       
1Q2011 209,029 8.9% 8.9% 2,585,865 8.5% 8.5% 1,280,591 9.5% 9.5%   1326 5.4% 5.4% 2781 4.8% 4.8% 12320 6.4% 6.4%
2Q2011 206,590 -1.2% 7.6% 2,579,414 -0.2% 8.2% 1,251,766 -2.3% 7.0%   1321 -0.4% 5.0% 2774 -0.3% 4.6% 12414 0.8% 7.2%
3Q2011 204,857 -0.8% 6.7% 2,571,460 -0.3% 7.8% 1,249,973 -0.1% 6.9%   1131 -14.4% -10.1% 2415 -12.9% -9.0% 10913 -12.1% -5.7%
4Q2011 204,832 0.0% 6.7% 2,691,224 4.7% 12.9% 1,305,462 4.4% 11.6%   1258 11.2% 0.0% 2605 7.9% -1.8% 12218 12.0% 5.5%
                                       
1Q2012 257,884 25.9% 25.9% 3,376,774 25.5% 25.5% 1,612,485 23.5% 23.5%   1408 11.9% 11.9% 3092 18.7% 18.7% 13212 8.1% 8.1%
2Q2012 254,393 -1.4% 24.2% 3,330,161 -1.4% 23.7% 1,639,360 1.7% 25.6%   1322 -6.1% 5.1% 2935 -5.1% 12.7% 12880 -2.5% 5.4%
3Q2012 270,096 6.2% 31.9% 3,673,470 10.3% 36.5% 1,747,968 6.6% 33.9%   1441 9.0% 14.5% 3116 6.2% 19.6% 13437 4.3% 10.0%
* The USIR Portfolios were 100% in cash from Oct. 2008 through April 2009. The bear market bottomed March 9, 2009.
2009 Portfolio Adjustments: After years of rapid appreciation, the USIR Growth Porfolios were downsized them proportionally after the first quarter of 2009
as we began reinvesting the 100% cash positions held since the Sept. 2008 market break.  The Conservative Growth and Growth Leaders Portfolios, both started
January 1, 1987 with $100,000 each, were adjusted to $1,000 in starting value. The Emerging Growth Portfolio, begun July 1, 1995 with $1,000,000, was adjusted
to a $10,000 starting value. These adjustments do not alter any of the percentage changes shown in this table, which apply regardless of dollar market values.
3Q2012Unadj 27,009,600 367,347,000 174,796,800
1,055,635 3,659,501 1,000,000
(last updated 1/06)
Performance in Mkt Periods 100K Investment 100K Investment 100K Investment 100K Investment
Last 2 Yrs 41.5% 75.3% 61.1% 12.3% 10.1% 2.5%
Last 3 Yrs 102.5% 199.7% 183.9% 42.0% 65.1% 28.5%
Last 4 Yrs 74.1% 184.5% 154.4% 8.8% 13.1% 6.9%
Last 5 Yrs 66.5% 167.5% 212.0% -5.4% -10.7% -0.6%
Last 10 Yrs 576.5% 1696.8% 2107.4% 102.8% 114.2% 109.5%
Last 15 Yrs 2156.1% ####### na 278.5% 489.8% 306.9%
Jan 87 Startup 7671.0% 3,885,500 ####### 35,089,500 na 359.2% 38,975,000 458.5% 465.3%
Post Bubble Recovery
Bear Bottom to Pres 106.4% 68,799 225.1% 108,366 199.3% 99,766 53.2% 276,931 88.2% 41.2%
Bubble Peak to Bottom  -27.4% -31.7% -14.6% -45.6% -74.4% -30.5%
Bubble Peak to Present 49.9% 122.0% 155.6% -16.7% -51.8% -1.9%
The Great Bull Run 1985-2000
Bull Run to 2000 Peak 568.6% ####### 818.5% 237.6% ###### 201.3%
Bull Run to Bear Bottom 385.4% 951.2% 684.3% 83.6% 66.0% 109.4%
Bull Run thru Present 902.0% 333,997 ####### 1,139,055 2247.7% 782,559 181.3% 2,255,611 ###### 195.7%
Bull Run Buildup 1989-94
Pre-Gulf Highs to Bull Run 200.6% 557.9% na 25.1% 48.0% 34.6%
Gulf Selloff to Bull Run
1987 Crash
Panic 4Q 1987 -5.6% -19.6% na -23.8% -21.9% -25.3%
Crash Recovery 1988-89 82.1% 136.2% na 45.5% 38.3% 38.9%
Crash to Bull Run Start 447.4% ####### na 82.0% ###### 87.0%
Crash to Bubble Peak 3560.2% ####### na 514.3% ###### 463.3%
Crash to Bubble Bottom 2557.4% ` ####### na 234.1% ###### 291.5%
Crash to Present 5385.1% ####### na 411.9% ###### 452.8%
Port Startups to Present 7671.0% ####### na 359.2% ###### 465.3%
Dollar Gains
4Q05 Value 7,770,956 70,178,956 23,477,132 101,427,044
From 1/87 100,000 100,000 200,000
  Gain 7,670,956 70,078,956 77,749,912 ####### 38,974,956
From 1/90 281,514 327,144 608,658
  Gain 7,489,442 69,851,812 77,341,254 ####### 12,806,849
From 1/95 806,535 2,631,749 1,000,000 4,438,284
  Gain 6,964,421 67,547,207 22,477,132 96,988,760 2185.3% 2,285,276
From 1/00 4,597,300 25,927,559 7,022,311 37,547,170
  Gain 3,173,656 44,251,397 16,454,821 63,879,874 170.1% 270,132
From 10/02 3,764,804 21,588,384 7,842,807 33,195,995
  Gain 4,006,152 48,590,572 15,634,325 68,231,049 205.5% 305,540
From 1/05 6,620,750 56,359,058 18,053,866 81,033,674
  Gain 1,150,206 13,819,898 5,423,266 20,393,370 25.2% 125,167