To evaluate the performance of the new EQ2 adaptive market timing system for other indices, please use the interactive performance calculator.
The following information describes the performance of the original EquiTrend Market Timing System during the Millenium Bear Market period.In a bull market, approximately 60% of stocks go up in value, but in a bear market, 90% of stocks decrease in value. To prove this point, the table below compares an investor’s performance if they had chosen a buy-and-hold strategy for trading the major U.S. equity indices, versus following EquiTrend’s market-timing signals. (We do not issue different market-timing signals for each index.) As you can see from the results, the tide lifts and sinks most boats.
| EquiTrend's Trading Returns | |||||||
Index & Symbol |
Annual
Returns 2001 |
Annual
Returns 2002 |
Annual
Returns 2003 |
Annual
Returns 2004 |
Annual
Returns 2005 |
Cumulative
Returns 2001 thru 2005 |
Cumulative
Returns 2001 thru 2005 |
| ---- Trading Returns using EquiTrend ---- | EquiTrend | Buy/Hold | |||||
| EquiTrend Growth |
106.13% | 49.64% | 9.47% | 36.34% | 2.68% | 372.71% | 4.74% |
| NDX 100 (NDX) | 126.17% | 63.44% | -4.49% | 33.15% | 16.60% | 448.12% | -29.74% |
| RUT 2000 (RUT) | 85.50% | 35.50% | 25.43% | 39.43% | -9.84% | 296.32% | 39.23% |
| S&P 400 (SNP) | 63.95% | 23.86% | 20.42% | 34.83% | -3.58% | 217.91% | 42.84% |
| S&P 500 (SPX) | 62.34% | 36.04% | 10.33% | 24.20% | 3.27% | 212.52% | -5.45% |
| DOW (DJIA) | 64.77% | 22.51% | 9.88% | 14.69% | 10.22% | 180.39% | -0.64% |
| Updated 12/31/2005 | |||||||
Today, EquiTrend subscribers trade numerous investment products that benchmark to the above indices. These include (but are not limited to): exchange-traded funds, mutual funds, options, futures, swaps, contracts-for-difference, and individual stocks.
Therefore, to be fair to all of our clients, we benchmark our performance to the major U.S. equity indices rather than to any one particular investment product.
To learn about some of your investment options, please click on the What To Trade link located in the How To section of this Website.
To evaluate EquiTrend’s performance for trading your favorite investment product with the new EQ2 adaptive market timing system since July 15, 2007, please click on the Interactive Performance link in the navigation bar on the left side of this page.

