ERS’s Income Algorithmics I™ (IA I™) produced the results below in 4 historic studies:
Income Algorithmics I™ – 3-Year Study
Average 1-year return: 22.2%
Average Dividend: 3.9%
| Hold Period |
# of Co’s |
IA I™ Return |
S&P 500 Return |
| 3 Months | 41 | 6.0% | 4.7% |
| 6 Months | 40 | 9.9% | 6.2% |
| 9 Months | 21 | 12.3% | 9.1% |
| 1 Years | 19 | 22.2% | 12.2% |
| 1.5 Years | 10 | 16.3% | 6.2% |
Income Algorithmics I™ – 5-Year Study
Average 1-year return: 99.8%
Average Dividend: 4.9%
| Hold Period |
# of Co’s |
IA I™ Return |
S&P 500 Return |
| 3 Months | 78 | 24.9% | 13.4% |
| 6 Months | 77 | 35.8% | 19.4% |
| 9 Months | 61 | 54.8% | 30.8% |
| 1 Years | 59 | 99.8% | 39.7% |
| 2 Years | 49 | 137.5% | 67.5% |
Income Algorithmics I™ – 10-Year Study
Average 1-year return: 87.6%
Average Dividend: 4.7%
| Hold Period |
# of Co’s |
IA I™ Return |
S&P 500 Return |
| 3 Months | 86 | 26.2% | 11.3% |
| 6 Months | 86 | 38.6% | 16.9% |
| 9 Months | 70 | 53.1% | 25.9% |
| 1 Years | 69 | 87.6% | 32.8% |
| 2 Years | 60 | 113.6% | 55.6% |
Income Algorithmics I™ – 25-Year Study
Average 1-year return: 48.1%
Average Dividend: 4.8%
| Hold Period |
# of Co’s |
IA I™ Return |
S&P 500 Return |
| 3 Months | 185 | 10.7% | 3.4% |
| 6 Months | 185 | 20.1% | 6.2% |
| 9 Months | 172 | 30.5% | 10.9% |
| 1 Years | 171 | 48.1% | 17.0% |
| 2 Years | 165 | 77.3% | 26.3% |