Henry Wirth Investing Performance
HenryWirth.com >>> Beating the Market since June 2001

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WEIMERandWIRTH versus the US Indices

A Table of Values is shown below the Chart

During the period shown below, WEIMERandWIRTH out-performed QQQQ by 312%
June 30, 2001 thru March 31, 2009
Total Return 279.0% YES -33.0% 14.6% -25.2% -7.0%   Twelve Month Returns
Annual Ret 18.8% YES -5.0% 1.8% -3.7% -0.9%  
Historical Returns for Quarter Ending W&W excl most Dvdnds and Dist Did W&W out perform QQQQ? QQQQ excl most Dvdnds and Dist Micro Cap Stocks excl Dvdnds and Dist S&P 500 incl Dvdnds and Dist Small Cap Stocks incl Dvdnds and Dist Quarter W&W excl most Dvdnds and Dist QQQQ excl most Dvdnds and Dist Micro Cap Stocks excl Dvdnds and Dist S&P 500 incl Dvdnds and Dist Small Cap Stocks incl Dvdnds and Dist
Number
 
 
 
9-30-01 2.1% YES -36.6% -11.6% -14.7% -20.7% Q1 NA NA NA NA NA
12-31-01 3.7% NO 34.3% 17.6% 10.7% 20.9% Q2 NA NA NA NA NA
3-31-02 7.8% YES -7.3% 7.8% 0.2% 4.0% Q3 NA NA NA NA NA
6-30-02 8.0% YES -27.6% 5.5% -13.4% -7.8% Q4 23.1% -42.9% 18.3% -18.1% -8.1%
9-30-02 -10.4% YES -20.6% -20.0% -17.2% -21.4% Q5 8.1% -28.5% 7.0% -20.5% -8.9%
12-31-02 4.4% NO 17.6% 7.0% 8.4% 6.1% Q6 8.8% -37.4% -2.7% -22.1% -20.0%
3-31-03 11.9% YES 3.6% -5.2% -3.2% -4.5% Q7 13.0% -30.0% -14.5% -24.8% -26.6%
6-30-03 34.1% YES 18.6% 26.4% 15.4% 22.2% Q8 40.3% 14.8% 2.5% 0.2% -2.7%
9-30-03 16.1% YES 8.2% 13.1% 2.6% 8.7% Q9 81.9% 56.5% 44.9% 24.2% 34.5%
12-31-03 16.9% YES 12.5% 15.1% 12.1% 14.9% Q10 103.8% 49.6% 55.9% 28.5% 45.6%
3-31-04 5.9% YES -1.7% 6.5% 1.7% 6.6% Q11 92.7% 41.9% 75.3% 34.9% 62.6%
6-30-04 5.8% YES 5.3% 0.4% 1.7% 1.0% Q12 52.0% 26.0% 39.2% 18.9% 34.4%
9-30-04 -5.6% YES -6.9% -3.6% -1.9% -2.3% Q13 23.6% 8.4% 18.7% 13.7% 20.9%
12-31-04 22.7% YES 14.7% 14.4% 9.2% 14.0% Q14 29.6% 10.5% 18.0% 10.7% 19.9%
3-31-05 -5.2% YES -8.4% -4.1% -2.2% -3.8% Q15 16.1% 3.0% 6.2% 6.6% 8.2%
6-30-05 8.7% YES 0.6% 3.9% 1.3% 4.8% Q16 19.4% -1.6% 10.0% 6.2% 12.3%
9-30-05 15.8% YES 7.3% 5.0% 3.6% 5.2% Q17 46.5% 13.4% 19.8% 12.1% 20.9%
12-31-05 14.5% YES 2.4% 2.7% 2.1% 1.2% Q18 36.7% 1.2% 7.5% 4.8% 7.4%
3-31-06 22.2% YES 3.8% 10.9% 4.2% 12.2% Q19 76.2% 14.7% 24.3% 11.6% 25.2%
6-30-06 -1.0% YES -7.5% -4.7% -1.5% -4.7% Q20 60.5% 5.4%