RW: 0 years

• 30%-50% comp. ann. growth MorningStar + Zacks
•  RW6275
• 06/01/15 6:22 AM

Created a screen according to MorningStar Key Stat and Zack rank tested on 1-yr rebalancing on different start dates. Result between 30%-50% annually.

Can someone validate my finding?

Thank you

RW: 1 years

• RE: 30%-50% comp. ann. growth MorningStar + Zacks
•  nerdmedic
  
• 07/27/15 11:23 PM

I ran the screen using 52 week holding and the CAGR for the 3-year period from Jul 2012 through Jun 2015 ranged from 26.2% to about 47% with an overall average of 34%.   So yes, your backtest results are similar to mine.

Regards,

paul