Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (16214)	1/21/2003 2:04:58 AM
From: Dale Baker	Read Replies (1) \| Respond to of 78704

Funds - I can't vouch for Bloomberg's data but since the last five years include a bubble and a bear market, they are a pretty good laboratory for our purposes. Looks like 15%+ annual returns were required to make the top 25 funds. If you matched those results by whatever method, you did OK (the five-year annualized results are the last number on each line). ;<) Top 25 U.S. Funds Tue, 21 Jan 2003, 2:02am EST Rank Ticker Symbol Name 1 SMCFX SCHRODER-ULTRA 4.23 -2.08 8.70 66.82 72.38 2 WWWFX KINETICS-INTR-IN 17.09 2.40 -20.21 -29.71 25.30 3 WMICX WASATCH-MICRO CP 5.37 2.09 -11.97 20.47 23.36 4 MAKOX MATTHEWS-KOREA 3.59 1.99 7.93 -1.50 22.73 5 BMCFX BJURMAN B-M/C GR 20.79 2.36 -13.07 11.18 20.89 6 BTTTX AMER CENT-2020-I 44.93 -2.26 23.33 29.97 20.49 7 CVGRX CALAMOS-GROWTH-A 31.70 0.76 -13.10 -1.53 18.39 8 CVGCX CALAMOS-GROWTH-C 31.00 0.71 -13.75 -2.19 17.66 9 MVALX MERIDIAN-VALUE 28.49 1.42 -10.41 9.05 17.27 10 MACSX MATTHEWS-AS G&I 10.49 1.75 10.69 9.30 17.02 11 FMIOX FMI-FOCUS FUND 23.65 2.96 -18.98 0.15 16.76 12 BRAGX BRIDGE-AGG INV 1 32.20 1.93 -13.42 -5.59 16.75 13 SGGDX FIRST EAG-GOLD-A 12.99 0.78 85.77 34.92 16.57 14 VHCOX VANGUARD-CAP O-I 17.49 2.88 -25.10 -8.76 16.31 15 BISIX BLACK-INTL OPP-I 16.25 3.37 -0.06 -8.76 16.22 16 CGMFX CGM-FOCUS FUND 18.66 3.78 -19.05 24.64 16.18 17 GOLDX GABELLI-GOLD-AAA 12.31 0.24 69.56 28.60 16.14 18 FLMVX JPM-M/C VAL-I 14.68 1.10 5.34 15.33 15.94 19 USAGX USAA-PRE MET&MIN 10.79 1.60 54.34 25.37 15.85 20 BTTRX AMER CENT-2025-I 37.36 -2.61 27.40 26.78 15.60 21 FIMPX FIRST AM-MICRO-Y 16.34 -0.18 -25.76 -4.68 15.57 22 VGHCX VANGUARD-HLTH-IN 97.82 1.73 -8.53 7.42 15.47 23 MEUEX SCUDDER-EU EQ-IN 17.38 1.22 -14.09 5.65 15.42 24 FRMPX FIRST AM-MICRO-A 15.82 -0.19 -25.97 -4.93 15.26 25 ETHSX EATON VAN-WW H-A 7.98 4.31 -19.15 5.69 15.04