The chart below represents the most recently updated investment returns of our mutual fund and exchange traded fund systems.



Below is the performance of the Fundztrader Systems as of 07/07/08 CDD YTD% 1y%ch 2y%ch 3y%ch 4y%ch Max DD% -------- -------- -------- -------- -------- -------- -------- FID4L Fid -21.05 -15.36 -7.04 17.93 31.86 60.24 -21.05 FIDO2 Ad -16.73 -10.06 -5.58 16.84 37.10 62.47 -21.28 FID4S Fid -21.05 -15.36 -18.89 -0.14 9.94 25.42 -21.05 FNDZ4 Fid -18.12 -11.39 -13.58 5.12 19.24 41.44 -18.12 FNDZ6 Fid -5.34 -1.26 -1.12 10.42 21.51 38.99 -6.77 ETF4L ETF -8.88 0.73 -2.18 28.68 43.31 84.54 -14.57 RUT-I IND -23.08 -14.07 -22.39 -4.33 4.42 13.46 -24.75 SP-CP IND -19.99 -14.71 -17.87 0.51 5.10 9.46 -19.99 NDX-X IND -18.40 -12.37 -7.04 18.77 21.78 22.32 -25.28 The table above compares the performance of the Fundztrader Fidelity Equity Fund system and Select Fund system. The Fidelity Select system has been live since February 2002. The Fidelity Equity System has been live since July 2005. The ETF system has been live since August 2006. The Fidelity Diversified and Fundztrader Hedged Portfolios have been live since March 2007 The percent change of the systems is compared to various market indexes for the current drawdown CDD, Year to date, and the trailing 1,2 & 3 years and is current as of 07/07/08. FIDO2 = Select Fund System; FID4L = Fidelity Equity Fund System FID4S = Fidelity Seasonal System; ETF4L= ETF System SP-CP = The S&P 500; NDX-X = The Nasdaq 100; RUT-I = The Russell 2000 FNDZ4 = Fidelity Diversified Portfolio; FNDZ6 = Fundztrader Hedged Portfolio CDD is the percent the current value of the portfolio is below its highest value over the last 5 years Max DD is the worst drawdown seen over the last 5 years
Past performance not necessarily indicative of future performance. The stock market is inherently risky, and investors following these strategies or other timing strategies can lose money in the stock market. The information provided is gathered from sources believed to be reliable, but no representation is made as to the accuracy of any data presented.

Neither Fundztrader.com nor the author is recommending the purchase or sale of any security or mutual fund. Consult with your investment advisor before making any decision to invest money in the stock market. Fundztrader.com and the author assume no liability for any losses incurred.

Data provided by www.FastTrack.net


Here is more information on the Fidelity Diversified and Fundztrader Hedged Portfolios

Here is the historical BACKTESTED results for the systems

We get a lot of requests for historical results extending back before the real time trading record so we've published those results here. Remember these are for reference only, and don't represent future performance. See the table above to determine the real time starting dates for each of the systems.

S&P 500 Fidelity Select Fidelity Equity Fidelity Seasonal ETF System Diversified Fidelity Hedged Portfolio
1995 34.1 35.6 32.8 28.2 - 31.2 -
1996 20.3 30.8 24.7 18.1 - 26.8 -
1997 31 18.7 14.5 8.9 - 17.5 -
1998 26.7 28.8 8.7 38.9 - 28.2 -
1999 19.5 30.7 55.4 64.3 - 28.9 -
2000 -10.1 61.1 26.1 21.8 -3.9 34
2001 -13 -10.7 -1.6 13.1 2.1 -0.9 6.7
2002 -23.4 6.5 6.1 21.6 -3.9 8.2 15.5
2003 26.4 22.3 50.2 37.9 59.9 30.7 18
2004 9 18.9 22.7 15.2 27.1 20.7 12.9
2005 3 17.7 19.1 17.3 11.5 16.4 11.4
2006 13.6 18.3 11.1 7.9 20.7 14.5 9.3
MDD -49.1 -21.8 -31.8 -15.5 -36.2 -13.5 -6.3

The MDD is for the entire backtested time shown above.

The S&P 500 returns are without dividends, just the index returns.

Go here now and create a user account to see our model portfolios. Start following one or both and make your money start working for you!

Click here to create a FREE user account now!


When you sign up, you get web access to:

  1. ETF System Trades
  2. ETF Fund Rankings (Pick your own trades)
  3. Fidelity Equity Fund System Trades
  4. Fidelity Select Fund System Trades
  5. Fidelity Seasonal System Trades
  6. Fidelity Select Fund rankings (You can time your own trades)
  7. Fidelity Equity Fund rankings (You can use these to trade the funds available in your account)

Important note: As trading systems become popular, they start to lose their edge as more people trade them. So to guard against that, we are going to limit these free systems to the first 1000 users that sign up. These are the systems we trade ourselves, so we want them to continue working. Too many people trading them will break them, so we really are going to limit the number of users. Sign up today before we close them down!

Signing up is simple. Just HERE, fill out the form with your name and email information, pick a user name and password, and you're done. We will email you more information on using the system, and it really is free.


By the way, we hate spam as much as you do. We promise we won't rent, sell, or trade your email address when you sign up. And if you change your mind you can easily remove your email address from our database.