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  • MTI Group Emphasis List Average Basis Points Over The Market (by Year)

     

     

  • MTI S&P Industry Group|10 Year Model Portfolio Performance

     

     

     

     

     

     

    Data Table

    Date

    MTI

    (w/out dividends)

    S&P 500

    (w/out dividends)

    Gain/Loss

    (%)

    1/1/97 - 6/30/97

    39.0%

    22.0%

    +17.0

    7/1/97 - 12/31/97

    14.3%

    7.3%

    +7.0

    1/1/98 - 6/30/98

    16.4%

    18.4%

    -2.0

    7/1/98 - 12/31/98

    19.2%

    7.0%

    +12.2

    1/1/99 - 6/30/99

    25.0%

    11.4%

    +13.6

    7/1/99 - 12/31/99

    -2.2%

    5.6%

    -7.8

    1/1/00 - 6/30/00

    -2.0%

    -1.0%

    -1.0

    7/1/00 - 12/31/00

    26.3%

    -10.0%

    +36.3

    1/1/01 - 6/30/01

    -1.5%

    -7.0%

    +5.5

    7/1/01 - 12/31/01

    10.0%

    -6.0%

    +16.0

    1/1/02 - 6/30/02

    -2.6%

    -14.0%

    +11.4

    7/1/02 - 12/31/02

    -1.4%

    -11.0%

    +9.6

    1/1/03 - 6/30/03

    24.2%

    12.0%

    +12.2

    7/1/03 - 12/31/03

    21.4%

    14.0%

    +7.4

    1/1/04 - 6/30/04

    -1.8%

    2.0%

    -3.8

    7/1/04 - 12/31/04

    12.7%

    7.0%

    +5.7

    1/1/05 - 6/30/05

    2.8%

    -1.5%

    +4.3

    7/1/05 - 12/31/05

    11.2%

    4.8%

    +6.4

    12/30/05 - 06/30/06

    3.1%

    1.8%

    +1.3

    06/30/06 - 12/29/06

    14.4%

    11.5%

    +2.9

    12/29/06 - 06/30/07

    18.5%

    6.0%

    +12.5

    06/30/07 - 12/28/07

    2.7%

    -2.3%

    +5.0

    12/28/07 - 06/28/08

    -5.0%

    -12.0%

    +7.0

    06/28/08 - 01/02/09

    7.2%

    -27.0%

    +34.2

    01/02/09 - 06/30/09

    24.0%

    1.8%

    +22.2

    06/30/09 - 12/26/09

    31.0%

    21.3%

    +9.7

     

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