Performance Results Verified by Theta Investment Reasearch
AccuFundTrader members have access to six
quantitative absolute
return trading strategies. For those that don't have the time or
inclination to do their own trades, three of the six models are also available
in a managed account program. All
managed account portfolios are monitored, and independently verified, by Theta
Investment Research, LLC. Our ProFunds UltraAggressive model has the
highest CAGR (compounded annual growth rate) of more than 200 programs
that have been in existence for 4 years or longer. Our +45.10% CAGR far outpaced all of the
competition. Following is a summary of the Theta Investment Research
rankings for all three of the portfolios as of December 31, 2009.
You probably wouldn't buy a home without having it checked out by a
licensed inspector; or a used car, without a CarFax Vehicle Report. Many market
timers profess to have great track records, but many cannot be verified. We post
our results on our ProFunds and Rydex performance pages monthly. We also show you
where to find results which are independently verified by a third party. To help
you understand why verified results are so important, please take the time to
read the first question and answer on our frequently asked
questions page.
FINRA is the Financial Industry Regulatory Authority. Learn more
about how to avoid investment fraud by visiting the FINRA web site; or click on
the following link to listen to a podcast about avoiding investment scams. Our ProFunds UltraAggressive model was in the:
- 100th percentile with a 48-month total return of
+293.82%
- 99th percentile with a 36-month total return of
+265.24%
- 99th percentile with a 24-month total return of
+146.37%
- 58th percentile with a 12-month total return of
+13.69%
- 44th percentile with a 6-month total return of
+4.13%
- 87th percentile with a 3-month total return of
+7.58%
Our ProFunds Moderate model was in the:
- 95th percentile with a 48-month total return of
+62.92%
- 87th percentile with a 36-month total return of
+18.32%
- 79th percentile with a 24-month total return of
+2.66%
- 60th percentile with a 12-month total return of
+14.73%
- 43rd percentile with a 6-month total return of
+3.36%
- 72nd percentile with a 3-month total return of
+4.48%
Our Rydex Moderate model, was in the:
- 91st percentile with a 48-month total return of
+42.78%
- 89th percentile with a 36-month total return of
+22.33%
- 72ndth percentile with a 24-month total return of
-8.28%
- 45th percentile with a 12-month total return of
+6.22%
- 49th percentile with a 6-month total return of
+6.56%
- 37th percentile with a 3-month total return of
-1.04%
You will see some differences between the Theta Investment Research
charts and those on our ProFunds and Rydex performance
pages. We update our performance
pages after the end of each month. Theta updates their data daily, so it
reflects day-to-day price fluctuations, and our most recent performance. In
addition, Theta automatically adjusts for a 2.5% annual management fee, deducted
quarterly. Our performance pages track our company accounts which do not incur
advisor fees. The Theta results will more accurately reflect performance in a managed account. To see the their
statistics, visit the
Theta Investment Research web site and request a backstage pass.
If you are not already on our email list, be sure to sign up for
our periodic "Performance & News" updates in the upper right portion of your
screen. Signing up entitles you to a ONE-MONTH NO RISK FREE TRIAL
MEMBERSHIP. Members have access to all of our trade signals and our download library. To see our
archive of prior Performance and News Updates, click on the following link: http://www.aweber.com/z/rss/?accufundtrader.
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