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Beat the Market by Using FundReveal's
401k Fund Selector

This graph shows the cumulative total returns from 2006 through 2010 for an actual 401k portfolio that was rebalanced each year, using FundReveal 401k Fund Selector. It beats the market in a big way at lower risk of loss.

The FundReveal 401k Fund Selector shows two simple predictive performance measures for each fund: Worst Case Return (WCR) and Average Daily Return (ADR).

In this example, beginning in 2006, funds were selected for investment based on the previous year's FundReveal performance measures. The criteria used for selection were:

1. Worst Case Return (WCR) higher than S&P 500. This indicates that the fund's daily return under difficult market conditions can be higher than S&P 500, suggesting good investment decision-making capability. Positive WCR is better than negative, suggesting that the fund might not lose principal even under unfavorable market conditions. Negative values of WCR are OK if ADR is much higher than S&P 500.
2. Average Daily Return (ADR) also higher than S&P 500. Funds with higher ADR are generally better investments that deliver higher total return.

This good performance was achieved without headaches because risk of loss is minimized by generally selecting only those funds that had WCR and ADR higher than S&P 500.

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