Modeler's Edge

Model results

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Results

  1Q2025 2Q2025 3q2025 4q2025 1q2026 2q2026 3q2026 4q2026 1Q2025 2Q2025 3q2025 4q2025 AVERAGE
R^2 Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model    
^GSPC
(S&P 500)
0.99715  $    4,717.12  $    4,785.14  $    4,843.83  $    4,915.52  $    5,049.12  $    5,051.68  $    5,297.94  $    5,192.40  $                -    $    5,334.69  $          -    $    5,483.41  $          -    $    5,638.95  $                -    $    5,799.93 101.44% 101.23% 101.48% 98.01% 100.54%
^IXIC
(nasdaq)
0.99506  $  14,544.78  $  14,939.92  $  15,018.25  $  15,239.29  $  15,820.89  $  15,525.39  $  16,855.05  $  15,792.80  $                -    $  16,034.28  $          -    $  16,256.09  $          -    $  16,455.24  $                -    $  16,626.78 102.72% 100.52% 101.47% 93.70% 99.60%
^RUT
(Russell
2000)
0.992977  $    1,950.33  $    1,983.25  $    1,952.34  $    2,000.33  $    1,961.98  $    2,016.20  $    1,972.81  $    2,031.40  $                -    $    2,045.87  $          -    $    2,059.45  $          -    $    2,071.85  $                -    $    2,083.50 101.69% 98.44% 102.46% 102.97% 101.39%
 ^W5000
(Wilshire
5000) 
0.997765  $  47,185.30  $  47,055.81  $  48,442.80  $  47,721.03  $  50,504.93  $  48,318.56  $  52,992.14  $  48,831.13  $                -    $  49,240.71  $          -    $  49,552.37  $          -    $  49,751.90  $                -    $  49,823.85 99.73% 102.95% 98.51% 92.15% 98.33%
AAPL 0.993005  $       732.72  $       741.87  $       748.04  $       768.65  $       771.64  $       794.96  $       813.62  $       820.33  $                -    $       844.07  $          -    $       866.81  $          -    $       888.32  $                -    $       908.15 101.25% 100.83% 102.76% 100.82% 101.42%
ABBV 0.991847  $       161.88  $       163.20  $       164.51  $       169.30  $       169.49  $       175.53  $       175.96  $       181.81  $                -    $       187.96  $          -    $       194.15  $          -    $       200.34  $                -    $       206.40 100.82% 100.80% 102.91% 103.32% 101.96%
ABT 0.986616  $       228.13  $       237.13  $       231.06  $       234.13  $       235.25  $       229.72  $       239.61  $       223.82  $                -    $       216.49  $          -    $       207.39  $          -    $       196.34  $                -    $       183.29 103.95% 97.44% 101.33% 93.41% 99.03%
ACLAX 0.962795  $         15.89  $         16.31  $         15.77  $         16.38  $         15.81  $         16.49  $         15.84  $         16.63  $                -    $         16.80  $          -    $         17.01  $          -    $         17.27  $                -    $         17.58 102.66% 96.70% 103.89% 105.00% 102.06%
ACN 0.995155  $       314.91  $       318.48  $       314.85  $       320.38  $       312.28  $       321.18  $       310.45  $       320.74  $                -    $       319.00  $          -    $       315.81  $          -    $       311.02  $                -    $       304.52 101.13% 98.86% 101.76% 103.31% 101.27%
AEPGX 0.958895  $         54.00  $         55.98  $         54.37  $         55.47  $         55.48  $         54.88  $         56.94  $         54.21  $                -    $         53.48  $          -    $         52.66  $          -    $         51.75  $                -    $         50.74 103.68% 97.13% 102.02% 95.22% 99.51%
AKAM 0.972261  $         96.62  $         98.28  $         94.23  $         96.41  $         92.96  $         94.04  $         92.58  $         91.13  $                -    $         87.75  $          -    $         83.73  $          -    $         79.03  $                -    $         73.64 101.72% 95.88% 102.32% 98.44% 99.59%
AMX ISR  $         36.76  ISR   $         36.11  ISR   $         36.18  ISR   $         36.80  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
AMZN 0.98863  $    2,983.01  $    3,070.25  $    3,092.85  $    3,036.81  $    3,262.67  $    2,983.65  $    3,478.06  $    2,909.45  $                -    $    2,814.94  $          -    $    2,695.68  $          -    $    2,549.16  $                -    $    2,374.74 102.92% 100.74% 98.19% 83.65% 96.38%
AUIAX 0.954368  $         29.95  $         30.31  $         30.21  $         30.80  $         30.89  $         31.37  $         31.77  $         32.01  $                -    $         32.73  $          -    $         33.54  $          -    $         34.46  $                -    $         35.49 101.19% 99.69% 101.94% 100.77% 100.90%
AVAV 0.981752  $       126.51  $       117.69  $       132.92  $       120.54  $       147.26  $       123.30  $       166.62  $       125.91  $                -    $       128.30  $          -    $       130.54  $          -    $       132.60  $                -    $       134.44 93.03% 112.94% 90.69% 75.56% 93.05%
BDX 0.995093  $       243.99  $       239.68  $       238.12  $       234.58  $       232.63  $       228.68  $       228.93  $       222.00  $                -    $       214.68  $          -    $       206.48  $          -    $       197.35  $                -    $       187.34 98.23% 99.35% 98.51% 96.97% 98.27%
BERCX ISR  $         17.26  ISR   $         17.13  ISR   $         17.20  ISR   $         17.32  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BGEIX ISR  $         11.28  ISR   $         11.74  ISR   $         12.78  ISR   $         14.39  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BLK 0.990783  $       765.26  $       794.66  $       788.18  $       807.41  $       826.88  $       819.77  $       864.02  $       831.56  $                -    $       842.49  $          -    $       852.88  $          -    $       862.66  $                -    $       871.64 103.84% 99.18% 102.44% 96.24% 100.43%
BMA ISR  $         37.68  ISR   $         43.20  ISR   $         47.27  ISR   $         52.46  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BMY ISR  $         61.11  ISR   $         58.94  ISR   $         56.70  ISR   $         54.41  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BP ISR  $         34.26  ISR   $         34.14  ISR   $         34.45  ISR   $         34.66  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BRK-B 0.999187  $  18,427.85  $  18,416.12  $  19,188.58  $  19,249.58  $  20,030.22  $  20,155.67  $  20,893.61  $  21,129.86  $                -    $  22,153.09  $          -    $  23,262.73  $          -    $  24,466.01  $                -    $  25,756.11 99.94% 104.19% 100.32% 101.13% 101.39%
BULLX ISR  $         16.24  ISR   $         16.33  ISR   $         16.52  ISR   $         16.87  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BX 0.976258  $       116.77  $       122.48  $       118.90  $       127.96  $       125.13  $       133.63  $       130.62  $       139.42  $                -    $       145.19  $          -    $       151.12  $          -    $       157.20  $                -    $       163.38 104.88% 97.08% 107.62% 106.73% 104.08%
CAG 0.960297  $         40.73  $         40.52  $         39.63  $         40.44  $         37.98  $         40.44  $         36.03  $         40.52  $                -    $         40.69  $          -    $         40.98  $          -    $         41.39  $                -    $         41.95 99.49% 97.80% 102.05% 112.46% 102.95%
CAPAX ISR  $           8.11  ISR   $            8.14  ISR   $            8.24  ISR   $            8.39  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CAT 0.986616  $       228.13  $       237.13  $       231.06  $       234.13  $       228.13  $       237.13  $       239.61  $       223.82  $                -    $       216.49  $          -    $       207.39  $          -    $       196.34  $                -    $       183.29 103.95% 97.44% 101.33% 93.41% 99.03%
CDDYX 0.997809  $         31.45  $         31.44  $         31.76  $         31.59  $         32.39  $         31.65  $         33.12  $         31.60  $                -    $         31.13  $          -    $         30.69  $          -    $         30.09  $                -    $         29.32 99.99% 101.02% 99.46% 95.40% 98.97%
CHCZX 0.971671  $         11.12  $         10.93  $         11.24  $         10.59  $         11.52  $         10.25  $         11.87  $            9.92  $                -    $            9.63  $          -    $            9.37  $          -    $            9.15  $                -    $            9.00 98.30% 102.83% 94.20% 83.61% 94.74%
CI 0.998681  $       301.56  $       296.51  $       307.03  $       307.75  $       308.40  $       320.14  $       305.78  $       333.63  $                -    $       348.01  $          -    $       363.81  $          -    $       381.18  $                -    $       400.06 98.33% 103.55% 100.24% 109.11% 102.80%
COAVX ISR  $         10.21  ISR   $         10.43  ISR   $         10.86  ISR   $         11.33  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CODI ISR  $         21.25  ISR   $         20.28  ISR  #N/A  ISR  #N/A  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
COP ISR  $       110.09  ISR   $       108.93  ISR   $       108.58  ISR   $       106.07  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CSCO 0.988484  $         50.45  $         51.54  $         51.46  $         51.24  $         53.45  $         50.82  $         55.93  $         50.29  $                -    $         49.65  $          -    $         48.89  $          -    $         47.99  $                -    $         46.95 102.15% 99.85% 99.56% 89.92% 97.87%
CWGIX 0.97839  $         58.71  $         60.07  $         59.60  $         61.00  $         61.45  $         62.03  $         63.62  $         63.18  $                -    $         64.42  $          -    $         65.80  $          -    $         67.34  $                -    $         69.02 102.31% 99.22% 102.35% 99.31% 100.80%
DDD ISR  $         10.16  ISR   $            8.86  ISR   $            7.80  ISR   $            6.99  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
DGCAX ISR  $           5.08  ISR   $            5.06  ISR   $            5.05  ISR   $            5.06  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
DIS 0.973015  $       101.62  $       108.83  $       100.65  $       103.44  $       101.59  $         97.40  $       102.75  $         90.74  $                -    $         83.60  $          -    $         75.73  $          -    $         67.07  $                -    $         57.69 107.09% 92.49% 102.77% 88.31% 97.67%
DJIA 0.998226  $  36,453.41  $  36,775.72  $  37,138.96  $  37,400.08  $  38,245.79  $  38,031.10  $  39,528.21  $  38,661.73  $                -    $  39,278.08  $          -    $  39,900.54  $          -    $  40,528.91  $                -    $  41,156.20 100.88% 100.99% 100.70% 97.81% 100.10%
DOCS 0.979993  $                -    $         44.88  $         39.13  $         39.68  $         35.90  $         36.00  $         34.38  $         34.02  $                -    $         34.87  $          -    $         37.78  $          -    $         42.40  $                -    $         48.58 0.00% 87.21% 101.41% 98.94% 95.85%
DODGX 0.982385  $       240.58  $       241.59  $       242.53  $       248.71  $       247.02  $       256.87  $       243.63  $       266.10  $                -    $       276.24  $          -    $       287.70  $          -    $       300.64  $                -    $       315.02 100.42% 100.39% 102.55% 109.22% 103.14%
EMR 0.985874  $       196.95  $       200.14  $       200.98  $       204.86  $       209.86  $       209.73  $       217.46  $       214.69  $                -    $       219.62  $          -    $       224.69  $          -    $       229.88  $                -    $       235.13 101.62% 100.42% 101.93% 98.73% 100.67%
ETR 0.974466  $         97.57  $         98.88  $         94.67  $         96.24  $         92.37  $         93.07  $         91.18  $         89.38  $                -    $         85.23  $          -    $         80.46  $          -    $         75.02  $                -    $         68.92 101.35% 95.74% 101.66% 98.03% 99.19%
FAGIX 0.999726  $           9.63  $            9.81  $            9.63  $            9.73  $            9.74  $            9.63  $            9.89  $            9.52  $                -    $            9.39  $          -    $            9.25  $          -    $            9.09  $                -    $            8.92 101.82% 98.18% 100.99% 96.22% 99.30%
FBGRX 0.968727  $       142.91  $       148.79  $       148.78  $       148.45  $       158.97  $       147.61  $       171.17  $       146.23  $                -    $       141.78  $          -    $       138.54  $          -    $       134.58  $                -    $       129.97 104.11% 99.99% 99.78% 85.43% 97.33%
FBIOX 0.967169  $       173.96  $       177.52  $       176.56  $       178.44  $       180.21  $       180.36  $       187.49  $       183.38  $                -    $       187.52  $          -    $       193.03  $          -    $       200.08  $                -    $       208.77 102.04% 99.46% 101.07% 97.81% 100.09%
FBSOX 0.978836  $         58.74  $         61.74  $         58.42  $         57.52  $         58.25  $         52.60  $         58.18  $         46.97  $                -    $         33.66  $          -    $         25.66  $          -    $         16.77  $                -    $            7.16 105.10% 94.63% 98.46% 80.74% 94.73%
FCNTX 0.987395  $       166.21  $       170.85  $       171.19  $       172.10  $       179.62  $       173.24  $       189.24  $       174.25  $                -    $       175.10  $          -    $       175.82  $          -    $       176.40  $                -    $       176.81 102.80% 100.20% 100.53% 92.08% 98.90%
FDSCX 0.9624  $         32.34  $         33.01  $         32.79  $         33.88  $         33.71  $         34.85  $         34.88  $         35.92  $                -    $         38.38  $          -    $         39.82  $          -    $         41.40  $                -    $         43.09 102.08% 99.33% 103.30% 103.00% 101.93%
FIVFX 0.98413  $         26.90  $         25.85  $         27.67  $         25.91  $         28.45  $         25.95  $         29.16  $         25.97  $                -    $         25.93  $          -    $         25.88  $          -    $         25.79  $                -    $         25.68 96.09% 107.05% 93.64% 89.06% 96.46%
FLPSX 0.951969  $         44.96  $         46.69  $         44.22  $         46.77  $         43.82  $         46.94  $         43.74  $         47.22  $                -    $         47.61  $          -    $         48.12  $          -    $         48.79  $                -    $         49.61 103.86% 94.70% 105.78% 107.95% 103.07%
FLVCX ISR  $         36.77  ISR   $         36.47  ISR   $         37.03  ISR   $         38.08  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCHX ISR  $       151.42  ISR   $       147.83  ISR   $       145.89  ISR   $       143.23  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCRX ISR  $         25.12  ISR   $         24.78  ISR   $         24.87  ISR   $         25.04  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCSX 0.986101  $         62.74  $         64.86  $         62.37  $         63.15  $         62.23  $         61.02  $         62.46  $         58.46  $                -    $         55.51  $          -    $         52.05  $          -    $         48.02  $                -    $         43.44 103.37% 96.17% 101.24% 93.59% 98.59%
FSMEX 0.986038  $         62.74  $         64.94  $         62.37  $         63.25  $         62.23  $         61.14  $         62.46  $         58.61  $                -    $         55.69  $          -    $         52.27  $          -    $         48.28  $                -    $         43.74 103.50% 96.05% 101.40% 93.84% 98.70%
FSRPX 0.991457  $         19.68  $         20.24  $         18.53  $         18.62  $         18.81  $         17.97  $         19.11  $         17.20  $                -    $         16.31  $          -    $         15.27  $          -    $         14.07  $                -    $         12.71 102.82% 91.55% 100.48% 89.98% 96.21%
GE ISR  $         15.21  ISR   $         16.62  ISR   $         18.76  ISR   $         21.13  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GILD ISR  $       310.41  ISR   $       325.04  ISR   $       342.19  ISR   $       357.23  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GIS ISR  $         71.54  ISR   $         70.37  ISR   $         68.22  ISR   $         65.41  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GMCUX 0.961251  $         15.33  $         15.62  $         15.28  $         15.50  $         15.43  $         15.30  $         15.64  $         15.02  $                -    $         14.65  $          -    $         14.18  $          -    $         13.59  $                -    $         12.88 101.86% 97.87% 101.39% 96.04% 99.29%
GOOG 0.995796  $    5,494.40  $    5,654.46  $    5,639.61  $    5,844.08  $    5,966.94  $    6,036.05  $    6,610.13  $    6,227.86  $                -    $    6,414.90  $          -    $    6,602.95  $          -    $    6,791.49  $                -    $    6,977.94 102.91% 99.74% 103.63% 94.22% 100.12%
GOOGL 0.995815  $    5,441.71  $    5,599.74  $    5,582.78  $    5,789.30  $    5,909.55  $    5,982.01  $    6,550.39  $    6,175.46  $                -    $    6,365.06  $          -    $    6,556.76  $          -    $    6,750.17  $                -    $    6,942.77 102.90% 99.70% 103.70% 94.28% 100.14%
GRMN 0.968622  $       131.66  $       136.69  $       139.09  $       139.46  $       150.45  $       142.12  $       161.47  $       144.64  $                -    $       146.94  $          -    $       149.08  $          -    $       151.04  $                -    $       152.78 103.82% 101.76% 100.27% 89.58% 98.85%
GSSIX 0.953619  $         45.45  $         46.59  $         44.21  $         46.03  $         43.53  $         45.52  $         43.03  $         45.07  $                -    $         44.70  $          -    $         44.40  $          -    $         44.20  $                -    $         44.10 102.50% 94.89% 104.11% 104.74% 101.56%
GWW 0.995353  $       780.35  $       769.35  $       825.13  $       824.24  $       865.83  $       884.02  $       900.67  $       948.36  $                -    $    1,015.91  $          -    $    1,089.09  $          -    $    1,168.29  $                -    $    1,252.99 98.59% 107.25% 99.89% 105.29% 102.76%
IARAX ISR  $         17.54  ISR   $         17.17  ISR   $         16.87  ISR   $         16.78  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IBM ISR  $       164.44  ISR   $       174.52  ISR   $       185.39  ISR   $       199.20  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IHIYX ISR  $           7.91  ISR   $            7.88  ISR   $            7.90  ISR   $            7.94  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IMAX 0.959905  $         18.22  $         18.64  $         18.98  $         19.87  $         20.00  $         21.38  $         21.72  $         23.17  $                -    $         25.21  $          -    $         27.59  $          -    $         30.35  $                -    $         33.47 102.33% 101.83% 104.68% 106.67% 103.88%
INTC 0.973003  $         32.39  $         33.54  $         30.44  $         29.98  $         29.51  $         25.95  $         30.36  $         21.46  $                -    $         16.60  $          -    $         11.18  $          -    $            5.18  $                -    $          (1.39) 103.55% 90.74% 98.50% 70.69% 90.87%
IPWR 0.959123  $           9.44  $         10.25  $            9.04  $            9.21  $            8.43  $            7.78  $            7.85  $            5.93  $                -    $            3.67  $          -    $            0.87  $          -    $          (2.52)  $                -    $          (6.53) 108.55% 88.19% 101.89% 75.59% 93.56%
JAMCX 0.972412  $         35.80  $         36.33  $         35.45  $         36.53  $         35.41  $         36.82  $         35.34  $         37.20  $                -    $         38.30  $          -    $         39.05  $          -    $         39.94  $                -    $         40.96 101.47% 97.59% 103.03% 105.26% 101.84%
JGRTX 0.989491  $       128.01  $       131.33  $       127.81  $       127.56  $       128.73  $       123.05  $       129.89  $       117.80  $                -    $       111.90  $          -    $       105.12  $          -    $         97.38  $                -    $         88.69 102.59% 97.32% 99.80% 90.70% 97.60%
JHNBX ISR  $         13.51  ISR   $         13.43  ISR   $         13.40  ISR   $         13.44  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
JKS ISR  $         37.68  ISR   $         34.69  ISR   $         31.42  ISR   $         29.40  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
JNJ 0.995655  $       161.75  $       163.38  $       159.75  $       163.31  $       159.80  $       163.08  $       162.32  $       162.69  $                -    $       162.14  $          -    $       161.43  $          -    $       160.53  $                -    $       159.47 101.01% 97.78% 102.23% 100.23% 100.31%
KHC 0.987021  $         35.93  $         37.65  $         34.92  $         35.94  $         34.04  $         33.13  $         33.00  $         29.01  $                -    $         16.16  $          -    $            6.68  $          -    $          (5.15)  $                -    $        (19.31) 104.78% 92.76% 102.90% 87.93% 97.09%
KO 0.992608  $       124.62  $       124.99  $       125.92  $       127.05  $       126.96  $       129.19  $       128.60  $       131.41  $                -    $       133.66  $          -    $       135.99  $          -    $       138.44  $                -    $       140.96 100.29% 100.74% 100.90% 102.19% 101.03%
LDOS 0.986323  $         47.18  $         47.20  $         48.61  $         48.01  $         51.17  $         48.79  $         54.21  $         49.53  $                -    $         50.21  $          -    $         50.85  $          -    $         51.45  $                -    $         51.99 100.05% 102.97% 98.78% 91.37% 98.29%
LW 0.970627  $         85.12  $         86.14  $         84.22  $         85.04  $         82.28  $         82.46  $         80.15  $         78.04  $                -    $         71.55  $          -    $         62.39  $          -    $         49.99  $                -    $         33.94 101.19% 97.77% 100.98% 97.37% 99.33%
MDLZ 0.99003  $       101.04  $       101.92  $       101.47  $       103.68  $       101.72  $       105.53  $       101.12  $       107.44  $                -    $       109.39  $          -    $       111.44  $          -    $       113.61  $                -    $       115.87 100.88% 99.56% 102.18% 106.25% 102.22%
MEIAX 0.987019  $         49.22  $         49.87  $         49.15  $         50.39  $         49.42  $         50.95  $         49.73  $         51.54  $                -    $         52.82  $          -    $         53.54  $          -    $         54.31  $                -    $         55.12 101.32% 98.55% 102.53% 103.64% 101.51%
META 0.984199  $       441.14  $       355.42  $       487.47  $       383.28  $       543.82  $       416.05  $       587.66  $       453.97  $                -    $       496.58  $          -    $       545.76  $          -    $       602.32  $                -    $       666.40 80.57% 137.15% 78.63% 77.25% 93.40%
MFRFX 0.985767  $         54.19  $         55.19  $         54.47  $         55.80  $         55.42  $         56.45  $         56.55  $         57.13  $                -    $         58.56  $          -    $         59.34  $          -    $         60.16  $                -    $         61.01 101.83% 98.70% 102.45% 101.03% 101.00%
MGGPX 0.962642  $         28.00  $         29.97  $         28.57  $         28.48  $         29.54  $         26.67  $         30.61  $         24.55  $                -    $         22.15  $          -    $         19.37  $          -    $         16.17  $                -    $         12.57 107.04% 95.34% 99.66% 80.21% 95.56%
MGIAX 0.982217  $         39.51  $         41.04  $         39.31  $         39.92  $         39.61  $         38.66  $         40.24  $         37.26  $                -    $         34.08  $          -    $         32.24  $          -    $         30.23  $                -    $         28.11 103.88% 95.78% 101.57% 92.61% 98.46%
MKC 0.991276  $       158.35  $       160.55  $       154.93  $       154.45  $       152.42  $       147.02  $       150.17  $       138.23  $                -    $       128.23  $          -    $       116.61  $          -    $       103.21  $                -    $         88.06 101.39% 96.50% 99.69% 92.05% 97.41%
MO 0.951824  $       216.57  $       214.94  $       218.82  $       223.76  $       226.45  $       235.20  $       232.55  $       249.44  $                -    $       266.34  $          -    $       286.68  $          -    $       310.85  $                -    $       338.95 99.25% 101.80% 102.26% 107.26% 102.64%
MRK 0.989674  $       106.50  $       103.60  $       105.84  $       106.50  $       105.21  $       109.65  $       104.80  $       113.03  $                -    $       116.59  $          -    $       120.46  $          -    $       124.66  $                -    $       129.17 97.28% 102.16% 100.62% 107.86% 101.98%
MSFRX 0.969699  $         19.26  $         19.58  $         19.21  $         19.55  $         19.28  $         19.53  $         19.39  $         19.50  $                -    $         19.48  $          -    $         19.48  $          -    $         19.49  $                -    $         19.51 101.70% 98.08% 101.81% 100.59% 100.54%
MSFT 0.997244  $       342.76  $       351.26  $       355.65  $       363.33  $       376.30  $       375.22  $       398.39  $       386.74  $                -    $       397.57  $          -    $       408.01  $          -    $       417.98  $                -    $       427.27 102.48% 101.25% 102.16% 97.08% 100.74%
NEWFX 0.961317  $         73.96  $         76.82  $         74.86  $         75.88  $         76.90  $         74.65  $         79.54  $         73.11  $                -    $         71.29  $          -    $         69.12  $          -    $         66.54  $                -    $         63.55 103.88% 97.44% 101.36% 91.91% 98.65%
NFLX 0.974396  $       490.96  $       494.18  $       563.59  $       493.26  $       560.19  $       490.36  $       546.03  $       485.32  $                -    $       478.18  $          -    $       468.59  $          -    $       456.33  $                -    $       441.32 100.66% 114.05% 87.52% 88.88% 97.78%
NVDA 0.978868  $       210.92  $       231.34  $       204.77  $       199.72  $       205.83  $       162.28  $       209.37  $       118.96  $                -    $         70.49  $          -    $         14.97  $          -    $        (48.27)  $                -    $     (119.09) 109.68% 88.51% 97.53% 56.82% 88.14%
NWL ISR  $         11.34  ISR   $         10.01  ISR   $            8.87  ISR   $            8.05  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OBE 0.983247  $           1.01  $            1.02  $            0.97  $            0.69  $            0.94  $            0.25  $            0.92  $          (0.32)  $                -    $          (1.01)  $          -    $          (1.86)  $          -    $          (2.88)  $                -    $          (4.08) 100.38% 95.10% 71.23% -34.87% 57.96%
OIBAX 0.980111  $           4.31  $            4.38  $            4.32  $            4.27  $            4.36  $            4.15  $            4.41  $            4.03  $                -    $            3.89  $          -    $            3.74  $          -    $            3.59  $                -    $            3.41 101.56% 98.50% 99.00% 91.25% 97.58%
OKE ISR  $       168.83  ISR   $       172.01  ISR   $       175.27  ISR   $       177.34  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OPGIX 0.986248  $         47.54  $         49.78  $         47.06  $         46.69  $         47.33  $         43.22  $         48.00  $         39.41  $                -    $         35.32  $          -    $         30.80  $          -    $         25.84  $                -    $         20.46 104.71% 94.55% 99.20% 82.10% 95.14%
OPGSX ISR  $         23.96  ISR   $         24.71  ISR   $         26.65  ISR   $         29.57  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OSMAX 0.99568  $         40.88  $         42.34  $         40.67  $         40.92  $         40.96  $         39.34  $         41.25  $         37.64  $                -    $         35.84  $          -    $         33.88  $          -    $         31.76  $                -    $         29.50 103.57% 96.04% 100.61% 91.25% 97.87%
PANW 0.999642  $       770.87  $       766.17  $       817.32  $       820.25  $       870.56  $       877.39  $       931.65  $       936.95  $                -    $       997.49  $          -    $    1,060.91  $          -    $    1,127.21  $                -    $    1,195.59 99.39% 106.68% 100.36% 100.57% 101.75%
PARWX 0.987372  $         49.71  $         51.10  $         49.98  $         51.45  $         50.93  $         51.73  $         52.14  $         51.95  $                -    $         52.08  $          -    $         52.13  $          -    $         52.09  $                -    $         51.96 102.81% 97.80% 102.95% 99.62% 100.79%
PBSMX 0.999937  $         10.37  $         10.46  $         10.39  $         10.37  $         10.43  $         10.26  $         10.50  $         10.13  $                -    $            9.84  $          -    $            9.67  $          -    $            9.47  $                -    $            9.26 100.85% 99.32% 99.77% 96.55% 99.12%
PDBAX ISR  $         12.02  ISR   $         11.94  ISR   $         11.91  ISR   $         11.95  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PFE 0.962298  $         36.24  $         36.92  $         33.97  $         35.94  $         31.89  $         34.83  $         30.03  $         33.60  $                -    $         32.27  $          -    $         30.79  $          -    $         29.15  $                -    $         27.37 101.88% 91.99% 105.82% 111.89% 102.90%
PG 0.984018  $       154.52  $       155.91  $       155.49  $       157.59  $       156.60  $       159.03  $       157.38  $       160.20  $                -    $       161.57  $          -    $       161.73  $          -    $       161.49  $                -    $       160.84 100.90% 99.73% 101.35% 101.79% 100.94%
PHO 0.990821  $         58.18  $         59.25  $         59.56  $         60.63  $         61.40  $         62.00  $         63.28  $         63.33  $                -    $         64.59  $          -    $         65.82  $          -    $         67.01  $                -    $         68.14 101.83% 100.53% 101.79% 100.08% 101.06%
PIMIX 0.968084  $         10.55  $         10.67  $         10.52  $         10.57  $         10.53  $         10.46  $         10.58  $         10.34  $                -    $         10.23  $          -    $         10.11  $          -    $            9.98  $                -    $            9.85 101.13% 98.59% 100.44% 97.81% 99.49%
PM ISR  $       103.90  ISR   $       109.66  ISR   $       115.69  ISR   $       120.90  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PREIX 0.977098  $       124.24  $       127.78  $       127.59  $       131.14  $       132.99  $       134.40  $       139.48  $       137.49  $                -    $       140.31  $          -    $       142.96  $          -    $       145.37  $                -    $       147.50 102.85% 99.85% 102.79% 98.57% 101.01%
PRGSX 0.988466  $         55.88  $         58.16  $         56.87  $         57.50  $         58.78  $         56.58  $         61.24  $         55.39  $                -    $         53.95  $          -    $         52.19  $          -    $         50.08  $                -    $         47.63 104.10% 97.77% 101.11% 90.44% 98.36%
PRHSX 0.950537  $         90.02  $         93.31  $         89.01  $         91.91  $         88.06  $         89.90  $         87.97  $         87.23  $                -    $         83.93  $          -    $         79.84  $          -    $         74.88  $                -    $         69.03 103.65% 95.39% 103.26% 99.16% 100.37%
PRMTX 0.971122  $       128.75  $       136.97  $       130.56  $       130.71  $       134.37  $       123.10  $       138.77  $       114.09  $                -    $       103.84  $          -    $         91.92  $          -    $         78.17  $                -    $         62.60 106.38% 95.32% 100.12% 82.22% 96.01%
PRSVX ISR  $         51.91  ISR   $         51.52  ISR   $         51.62  ISR   $         51.98  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PRU 0.963792  $       104.46  $       103.24  $       104.08  $       106.66  $       104.78  $       110.75  $       105.39  $       115.54  $                -    $       120.95  $          -    $       127.23  $          -    $       134.46  $                -    $       142.66 98.84% 100.81% 102.48% 109.63% 102.94%
PSGQX ISR  $         22.14  ISR   $         23.03  ISR   $         24.42  ISR   $         26.06  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PSTQX ISR  $         10.41  ISR   $         10.42  ISR   $         10.46  ISR   $         10.53  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PSX ISR  $       115.42  ISR   $       117.03  ISR   $       120.60  ISR   $       123.54  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PTEN ISR  $         12.37  ISR   $         11.49  ISR   $         10.74  ISR   $            9.89  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PTRQX 0.999818  $         12.00  $         12.18  $         11.92  $         11.91  $         11.89  $         11.61  $         11.92  $         11.30  $                -    $         10.64  $          -    $         10.27  $          -    $            9.89  $                -    $            9.49 101.49% 97.88% 99.89% 94.82% 98.52%
SEDG 0.979802  $       159.35  $       174.94  $       137.84  $       144.29  $       115.25  $       107.50  $         96.17  $         64.67  $                -    $         16.73  $          -    $        (38.00)  $          -    $        (99.89)  $                -    $     (168.52) 109.78% 78.79% 104.68% 67.25% 90.12%
SMCWX 0.963177  $         62.75  $         65.86  $         63.17  $         64.82  $         64.58  $         63.52  $         66.26  $         61.96  $                -    $         58.05  $          -    $         55.60  $          -    $         52.80  $                -    $         49.72 104.96% 95.91% 102.61% 93.52% 99.25%
SPFIX 0.996526  $         68.84  $         69.73  $         69.35  $         70.42  $         70.86  $         71.12  $         72.92  $         71.81  $                -    $         72.48  $          -    $         73.16  $          -    $         73.85  $                -    $         74.54 101.29% 99.46% 101.55% 98.48% 100.19%
SVSPX 0.992999  $         39.74  $         40.45  $         39.90  $         40.57  $         40.65  $         40.71  $         41.73  $         40.89  $                -    $         41.11  $          -    $         41.37  $          -    $         41.69  $                -    $         42.07 101.81% 98.64% 101.67% 98.00% 100.03%
T 0.97232  $         18.69  $         19.05  $         19.34  $         18.74  $         20.16  $         18.58  $         20.81  $         18.59  $                -    $         18.76  $          -    $         19.14  $          -    $         19.74  $                -    $         20.57 101.91% 101.52% 96.94% 89.33% 97.43%
TECK ISR  $         41.07  ISR   $         40.73  ISR   $         41.18  ISR   $         41.98  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TEPLX 0.957453  $         24.44  $         24.66  $         24.84  $         25.45  $         25.63  $         26.40  $         26.49  $         27.52  $                -    $         28.80  $          -    $         30.29  $          -    $         32.01  $                -    $         33.96 100.89% 100.70% 102.47% 103.89% 101.99%
TEVA ISR  $         12.01  ISR   $         12.61  ISR   $         13.35  ISR   $         14.70  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TGADX 0.95807  $         24.57  $         24.80  $         24.97  $         25.60  $         25.78  $         26.57  $         26.66  $         27.71  $                -    $         29.01  $          -    $         30.53  $          -    $         32.28  $                -    $         34.27 100.94% 100.70% 102.52% 103.94% 102.02%
TNC 0.98784  $         81.19  $         80.97  $         81.77  $         83.38  $         83.39  $         86.18  $         84.72  $         89.36  $                -    $         92.88  $          -    $         96.88  $          -    $       101.41  $                -    $       106.46 99.73% 100.98% 101.98% 105.48% 102.04%
TPINX 0.985979  $           7.49  $            7.49  $            7.36  $            7.24  $            7.30  $            6.98  $            7.27  $            6.70  $                -    $            6.41  $          -    $            6.11  $          -    $            5.79  $                -    $            5.46 100.07% 98.25% 98.35% 92.07% 97.18%
TPZ 0.984936  $         15.09  $         14.82  $         15.55  $         15.52  $         16.18  $         16.35  $         16.83  $         17.31  $                -    $         18.39  $          -    $         19.62  $          -    $         21.02  $                -    $         22.58 98.22% 104.91% 99.81% 102.86% 101.45%
TSLA ISR  $       290.70  ISR   $       245.18  ISR   $       246.85  ISR   $       267.07  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWBIX ISR  $         17.65  ISR   $         17.85  ISR   $         18.21  ISR   $         18.68  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWCGX 0.972563  $         47.64  $         49.04  $         48.66  $         49.59  $         50.60  $         50.10  $         52.99  $         50.56  $                -    $         50.95  $          -    $         51.29  $          -    $         51.56  $                -    $         51.75 102.95% 99.22% 101.91% 95.42% 99.88%
TWCUX 0.985849  $         75.36  $         77.94  $         76.82  $         78.50  $         79.59  $         78.90  $         83.15  $         79.11  $                -    $         79.12  $          -    $         78.93  $          -    $         78.50  $                -    $         77.83 103.43% 98.56% 102.19% 95.14% 99.83%
TWEIX ISR  $           8.93  ISR   $            8.84  ISR   $            8.82  ISR   $            8.80  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWHIX ISR  $         21.54  ISR   $         21.90  ISR   $         22.53  ISR   $         23.11  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWMIX 0.95135  $         10.36  $         10.85  $         10.41  $         10.47  $         10.68  $         10.04  $         11.13  $            9.54  $                -    $            8.99  $          -    $            8.37  $          -    $            7.66  $                -    $            6.88 104.67% 96.00% 100.58% 85.75% 96.75%
UA ISR  $         63.62  ISR   $         59.56  ISR   $         57.96  ISR   $         55.94  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
UGI 0.977003  $         29.99  $         30.38  $         29.66  $         29.22  $         29.23  $         28.08  $         29.20  $         27.00  $                -    $         26.01  $          -    $         25.11  $          -    $         24.30  $                -    $         23.62 101.31% 97.61% 98.51% 92.47% 97.48%
VBINX 0.993237  $         44.37  $         45.15  $         44.73  $         45.27  $         45.53  $         45.35  $         46.63  $         45.36  $                -    $         45.32  $          -    $         45.22  $          -    $         45.05  $                -    $         44.81 101.76% 99.05% 101.23% 97.27% 99.83%
 VDIGX  0.99215  $         36.79  $         37.11  $         36.72  $         37.46  $         36.86  $         37.80  $         37.04  $         38.14  $                -    $         38.44  $          -    $         38.74  $          -    $         39.03  $                -    $         39.29 100.85% 98.97% 102.01% 102.97% 101.20%
 VEIPX  0.996482  $         41.87  $         42.16  $         41.79  $         42.59  $         42.16  $         43.07  $         42.62  $         43.60  $                -    $         44.18  $          -    $         44.83  $          -    $         45.56  $                -    $         46.37 100.71% 99.13% 101.90% 102.29% 101.01%
 VFIAX  0.997176  $       436.00  $       442.40  $       447.76  $       454.46  $       466.73  $       467.05  $       489.70  $       480.06  $                -    $       493.23  $          -    $       506.99  $          -    $       521.38  $                -    $       536.28 101.47% 101.21% 101.50% 98.03% 100.55%
VIMAX 0.994321  $       284.36  $       290.42  $       288.68  $       294.65  $       296.78  $       298.88  $       306.05  $       303.05  $                -    $       307.07  $          -    $       311.06  $          -    $       315.03  $                -    $       318.91 102.13% 99.40% 102.07% 99.02% 100.66%
 VLO  0.978149  $       143.67  $       137.80  $       144.32  $       146.75  $       147.87  $       157.00  $       152.11  $       168.53  $                -    $       181.18  $          -    $       195.44  $          -    $       211.49  $                -    $       229.28 95.92% 104.73% 101.68% 110.80% 103.28%
VSEQX 0.967735  $         34.84  $         35.75  $         34.78  $         36.14  $         35.21  $         36.62  $         35.80  $         37.20  $                -    $         37.87  $          -    $         38.67  $          -    $         39.60  $                -    $         40.67 102.60% 97.27% 103.93% 103.93% 101.93%
VSTCX 0.98423  $         37.03  $         35.46  $         36.46  $         37.57  $         37.12  $         38.29  $         38.03  $         39.14  $                -    $         40.11  $          -    $         41.23  $          -    $         42.53  $                -    $         44.01 95.76% 102.80% 103.05% 102.92% 101.13%
 VVIAX  0.997141  $         58.77  $         59.06  $         59.61  $         60.52  $         61.10  $         62.10  $         62.81  $         63.80  $                -    $         65.58  $          -    $         67.51  $          -    $         69.61  $                -    $         71.86 100.50% 100.93% 101.53% 101.58% 101.13%
 VWEHX  ISR  $           5.31  ISR   $            5.31  ISR   $            5.33  ISR   $            5.37  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
 VWELX  0.972542  $         42.14  $         42.92  $         42.13  $         42.81  $         42.53  $         42.69  $         43.20  $         42.55  $                -    $         42.42  $          -    $         42.27  $          -    $         42.12  $                -    $         41.96 101.87% 98.15% 101.62% 98.51% 100.04%
 WEC  0.994393  $         91.65  $         92.86  $         92.06  $         91.54  $         92.55  $         89.83  $         94.10  $         87.73  $                -    $         85.26  $          -    $         82.33  $          -    $         78.90  $                -    $         74.96 101.32% 99.14% 99.43% 93.22% 98.28%
WMGYX ISR  $         28.36  ISR   $         27.96  ISR   $         27.91  ISR   $         27.93  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
YACKX 0.952415  $         23.12  $         23.38  $         23.10  $         23.92  $         23.32  $         24.56  $         23.58  $         25.31  $                -    $         26.14  $          -    $         27.09  $          -    $         28.18  $                -    $         29.41 101.12% 98.79% 103.57% 107.32% 102.70%
101.69% 99.05% 100.66% 94.97% 99.08%

ISR = Insufficient R2 to use as a model (R2 < 0.95)
ISD = Insufficient data to model

R2 notes

An insufficient R2 does not indicate an equity/index is good, bad or otherwise. Merely that there was not a model available that could yield a sufficient R2. A larger "library" of models may, in future, better reflect these ISR equities/indices.

Sufficient R2 does not insure or assure that the forecasts produced are accurate, reflective or correct (see the disclaimer above).

Just because a model has sufficient R2 it does not indicate that the equity/index is favorable for further consideration. It is reasonable to expect that a third of the (sufficient R2) results may show poor or negative expected behavior. Another third of the (sufficient R2) results could show neutral results. Finally still another third positive behavior. Even given a positive behavior there are other consideration, as outlined below.

Sufficient R2 does not insure or assure low volatility. A good example of this is SEDG.

Comments on models

These models are constructed with the specific objective of "long" investing. The underlying data has been specifically designed and processed to be insensitive to short term variations and impacts. They are focused on a trading "horizon" of three or more years.

The model results are not sufficient to understand the equity/index. A necessary step to better understand the results (in addition to the disclaimer above) is a review and understanding of the 10 K and/or prospectus for the equity/index.

Although it is not obvious, each row (i.e. each equity/index) is the summary of the output of a different model.

General notes and cautions

The average estimate accuracy is 99.08%. There were 158 equities/indices analyzed, 115 were usable (72.78%).

It is hard to know how to best describe the behavior of model results. They often are negative, positive and neutral all over some interval of time. They may also mask volatility that the processing to meet the model objectives hide.

The share prices presented here are not wrong. Rather they reflect the underlying data processing used to meet the model's objectives. Presentation of the actual share prices vs. the model results would be confusing and misleading. For these reasons comparisons are to the processed data rather than actual share price.

Copyright © 2026 Modeler's Edge. All Rights Reserved. Last updated January 14, 2026