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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Justa Werkenstiff who wrote (2212)11/21/1998 10:23:00 AM
From: Investor2  Read Replies (1) of 15132
 
Thanks for the data, Justa. This is what the table looks like now:

S&P 500 % Funds
Annual Outperformed by
Year Gain Index
1972 19.0% 85
1973 -14.7% 84
1974 -26.5% 47
1975 37.2% 71
1976 23.8% 56
1977 -7.2% 15
1978 6.5% 31
1979 18.4% 20
1980 32.4% 53
1981 -4.9% 37
1982 21.5% 38
1983 22.5% 60
1984 6.3% 78
1985 31.8% 74
1986 18.7% 76
1987 5.3% 76
1988 16.6% 59
1989 31.7% 82
1990 -3.1% 64
1991 30.5% 45
1992 7.6% 46
1993 10.1% 40
1994 1.3% 78
1995 37.6% 85
1996 23.0% 75
1997 33.4% 95

Average 17.4% 60
Std. Dev.13.1% 22

So, based on the above, we can calculate the average number of funds
outperformed by the index during various market conditions:

S&P 500 Performance Down 0-5% <5% 5-10% 10-15% 15-20% >20%
# Years since 1972 5 yrs 1 yr 6 yrs 4 yrs 1 yr 4 yrs 11 Yrs
Ave. % Funds Index Beat 49 78 54 58 40 60 67
Standard Deviation 26 N/A 26 23 N/A 29 18

Best wishes,

I2
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