STRATEGY RETURNS VS S&P 500 · 1999–PRESENT · HIGHLIGHTED CELLS BEAT S&P 500
| YEAR | Buybacks | Cap. Misers | Debt Reduction | Div. Specialists | Mkt Ldrs on Sale | Mkt Ldrs w/ Mom | Value & Quality | Wide Moats | S&P 500 |
|---|---|---|---|---|---|---|---|---|---|
| 2026 YTD | +22.6% | +25.4% | +24.7% | +22.0% | +0.1% | +8.8% | +15.1% | -1.3% | +8.9% |
| 2025 | +34.4% | +32.4% | +19.8% | +48.8% | +29.3% | +23.2% | +6.1% | +17.4% | +18.0% |
| 2024 | +26.0% | +21.0% | +25.8% | +26.5% | +21.9% | +33.5% | +5.8% | +29.7% | +25.6% |
| 2023 | -5.3% | +30.3% | +22.9% | +40.4% | +25.5% | +17.4% | +34.2% | +20.2% | +26.7% |
| 2022 | -4.0% | +17.1% | +2.4% | +5.5% | +12.5% | -6.1% | +22.5% | +1.4% | -18.6% |
| 2021 | +18.8% | +41.8% | +43.1% | +35.8% | +44.6% | +38.4% | +26.2% | +18.4% | +30.5% |
| 2020 | +17.1% | +11.0% | +5.8% | -3.8% | +7.3% | +20.0% | +22.0% | +35.1% | +17.2% |
| 2019 | +21.7% | +20.8% | +26.1% | +24.8% | +32.1% | +24.0% | +22.2% | +29.3% | +31.1% |
| 2018 | -12.6% | +3.2% | -6.9% | -25.3% | -6.1% | -0.2% | -15.5% | -7.3% | -5.3% |
| 2017 | +24.7% | +21.1% | +25.0% | +15.9% | +44.7% | +37.9% | +13.4% | +17.3% | +20.8% |
| 2016 | +21.9% | +55.6% | +71.7% | +30.1% | +24.9% | +26.3% | +20.9% | +7.6% | +13.6% |
| 2015 | +12.7% | +11.7% | +9.8% | +8.0% | +0.4% | +20.0% | -0.4% | +38.5% | +1.3% |
| 2014 | +14.5% | +11.7% | +18.5% | +8.0% | +19.4% | +26.5% | +22.5% | +31.7% | +14.6% |
| 2013 | +53.8% | +37.1% | +47.0% | +50.1% | +36.0% | +37.5% | +45.5% | +39.4% | +29.0% |
| 2012 | +11.3% | +39.1% | +23.1% | +29.7% | +15.0% | +16.8% | +3.5% | +12.1% | +14.2% |
| 2011 | +14.8% | +10.0% | +19.1% | -4.3% | +12.1% | +18.8% | +24.7% | +21.9% | +0.8% |
| 2010 | +34.1% | +24.3% | +25.9% | +19.7% | +14.9% | +20.1% | +31.2% | +33.1% | +13.1% |
| 2009 | +69.7% | +144.4% | +107.5% | +148.8% | +35.3% | +18.9% | +40.6% | +23.8% | +22.7% |
| 2008 | -25.4% | -4.8% | -31.5% | -19.1% | -21.7% | -21.1% | -26.9% | -18.0% | -36.2% |
| 2007 | +45.5% | +7.2% | -3.2% | +12.7% | +10.9% | +17.1% | +46.2% | +20.0% | +5.3% |
| 2006 | +21.0% | +15.4% | +14.3% | +18.6% | +21.8% | +8.6% | +25.8% | +26.0% | +13.8% |
| 2005 | +9.0% | +30.6% | +35.9% | +5.5% | +11.2% | +9.0% | +41.5% | +6.5% | +5.3% |
| 2004 | +27.5% | +15.8% | +28.2% | +16.5% | +18.0% | +22.3% | +30.3% | +35.0% | +10.8% |
| 2003 | +47.0% | +28.0% | +36.4% | +39.9% | +38.9% | +31.8% | +39.8% | +36.6% | +24.2% |
| 2002 | -10.6% | -4.1% | -5.2% | -13.2% | -16.6% | -3.4% | +5.9% | -0.9% | -22.4% |
| 2001 | +37.5% | +38.2% | +84.7% | +19.5% | +23.2% | +14.4% | +12.2% | +12.1% | -10.1% |
| 2000 | +9.1% | +20.1% | +37.4% | +68.2% | +46.7% | +14.1% | +98.3% | +48.6% | -8.8% |
| 1999 | +54.6% | +5.0% | +6.2% | +1.2% | +12.8% | +32.9% | +34.9% | +28.8% | +20.7% |
| AVG | +21.1% | +25.3% | +25.5% | +22.5% | +18.4% | +18.1% | +23.2% | +20.1% | +9.5% |