Modeler's Edge

Model results

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Results

  3Q2025 4Q2025 1q2026 2q2026 3q2026 4q2026 1q2027 2q2027 3Q2025 4Q2025 1q2026 2q2026 AVERAGE
R^2 Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model Actual Model    
^GSPC
(S&P 500)
0.997385  $    5,049.12  $    5,115.23  $    5,297.94  $    5,268.28  $    5,526.53  $    5,423.79  $    5,780.23  $    5,587.10  $                -    $    5,758.71  $          -    $    5,937.15  $          -    $    6,118.62  $                -    $    6,309.35 101.31% 103.57% 99.44% 96.66% 100.25%
^IXIC
(nasdaq)
0.993722  $  15,820.89  $  16,120.55  $  16,855.05  $  16,526.04  $  17,780.61  $  16,918.77  $  18,824.54  $  17,310.90  $                -    $  17,701.15  $          -    $  18,084.05  $          -    $  18,450.36  $                -    $  18,811.23 101.89% 104.56% 98.05% 91.96% 99.11%
^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) 
0.996303  $  50,504.93  $  51,182.88  $  52,992.14  $  52,482.25  $  55,136.80  $  53,772.22  $  57,662.25  $  55,094.39  $                -    $  56,448.17  $          -    $  57,817.82  $          -    $  59,171.72  $                -    $  60,553.35 101.34% 103.53% 99.04% 95.55% 99.87%
AAPL 0.994652  $       771.64  $       796.52  $       813.62  $       821.11  $       850.97  $       843.87  $       888.55  $       865.36  $                -    $       885.33  $          -    $       903.30  $          -    $       918.72  $                -    $       931.89 103.22% 102.15% 100.92% 97.39% 100.92%
ABBV 0.994601  $       169.49  $       171.63  $       175.96  $       176.62  $       181.49  $       181.28  $       186.90  $       185.69  $                -    $       189.80  $          -    $       193.46  $          -    $       196.55  $                -    $       199.09 101.26% 102.52% 100.37% 99.36% 100.88%
ABT 0.98638  $       235.25  $       237.63  $       239.61  $       233.32  $       240.69  $       227.69  $       238.26  $       220.48  $                -    $       211.52  $          -    $       200.75  $          -    $       188.35  $                -    $       173.80 101.01% 100.83% 97.37% 92.54% 97.94%
ACLAX 0.964524  $         15.81  $         16.10  $         15.84  $         16.12  $         15.81  $         16.15  $         15.84  $         16.20  $                -    $         16.27  $          -    $         16.36  $          -    $         16.48  $                -    $         16.63 101.88% 98.35% 101.76% 102.23% 101.06%
ACN 0.996001  $       312.28  $       316.63  $       310.45  $       314.56  $       307.38  $       310.97  $       298.04  $       305.63  $                -    $       298.35  $          -    $       289.03  $          -    $       277.79  $                -    $       264.13 101.39% 98.05% 101.32% 102.55% 100.83%
AEPGX 0.959275  $         55.48  $         56.30  $         56.94  $         55.89  $         57.78  $         55.44  $         58.61  $         54.92  $                -    $         54.33  $          -    $         53.68  $          -    $         52.99  $                -    $         52.22 101.48% 101.13% 98.17% 93.70% 98.62%
AKAM 0.972413  $         92.96  $         96.15  $         92.58  $         93.57  $         94.07  $         90.53  $         97.35  $         86.88  $                -    $         82.58  $          -    $         77.60  $          -    $         72.04  $                -    $         65.69 103.43% 96.29% 101.07% 89.25% 97.51%
AMX 0.959915  $         36.18  $         37.56  $         36.80  $         37.52  $         37.20  $         37.33  $         37.96  $         36.98  $                -    $         36.44  $          -    $         35.70  $          -    $         34.74  $                -    $         33.52 103.82% 97.97% 101.96% 97.43% 100.29%
AMZN 0.981984  $    3,262.67  $    3,286.47  $    3,478.06  $    3,288.01  $    3,679.45  $    3,277.10  $    3,908.41  $    3,252.61  $                -    $    3,213.12  $          -    $    3,157.77  $          -    $    3,087.22  $                -    $    2,998.33 100.73% 105.83% 94.54% 83.22% 96.08%
AUIAX 0.966087  $         30.89  $         31.26  $         31.77  $         31.82  $         32.54  $         32.44  $         33.46  $         33.13  $                -    $         33.90  $          -    $         34.76  $          -    $         35.68  $                -    $         36.70 101.19% 101.62% 100.17% 99.00% 100.50%
AVAV 0.976748  $       147.26  $       148.94  $       166.62  $       157.56  $       180.84  $       166.57  $       187.31  $       176.31  $                -    $       186.81  $          -    $       198.03  $          -    $       209.73  $                -    $       222.33 101.14% 111.87% 94.56% 94.12% 100.42%
BDX 0.995676  $       232.63  $       231.62  $       228.93  $       226.03  $       222.84  $       219.95  $       214.43  $       213.19  $                -    $       205.73  $          -    $       197.61  $          -    $       189.04  $                -    $       179.74 99.57% 98.84% 98.73% 99.42% 99.14%
BERCX ISR  $         17.20  ISR   $         17.32  ISR   $         17.35  ISR   $         17.47  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BGEIX ISR  $         12.78  ISR   $         14.39  ISR   $         16.41  ISR   $         18.08  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BLK 0.990909  $       826.88  $       836.88  $       864.02  $       852.74  $       891.52  $       868.13  $       921.74  $       883.57  $                -    $       899.02  $          -    $       914.28  $          -    $       929.03  $                -    $       943.73 101.21% 103.24% 98.69% 95.86% 99.75%
BMA ISR  $         47.27  ISR   $         52.46  ISR   $         57.74  ISR   $         62.90  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BMY ISR  $         56.70  ISR   $         54.41  ISR   $         53.38  ISR   $         52.57  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BP ISR  $         34.45  ISR   $         34.66  ISR   $         34.81  ISR   $         35.36  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BRK-B 0.999151  $  20,030.22  $  19,968.82  $  20,893.61  $  20,901.54  $  21,629.85  $  21,879.57  $  22,276.50  $  22,938.58  $                -    $  24,085.30  $          -    $  25,313.14  $          -    $  26,597.39  $                -    $  27,984.23 99.69% 104.63% 100.04% 102.97% 101.83%
BULLX ISR  $         16.52  ISR   $         16.87  ISR   $         17.19  ISR   $         17.55  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
BX 0.982604  $       125.13  $       127.41  $       130.62  $       131.79  $       134.07  $       136.02  $       136.90  $       140.21  $                -    $       144.33  $          -    $       148.33  $          -    $       152.09  $                -    $       155.71 101.83% 102.52% 100.89% 102.42% 101.92%
CAG ISR  $         37.98  ISR   $         36.03  ISR   $         34.01  ISR   $         31.65  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CAPAX ISR  $           8.24  ISR   $            8.39  ISR   $            8.52  ISR   $            8.67  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CAT 0.98638  $       235.25  $       237.63  $       239.61  $       233.32  $       235.25  $       237.63  $       238.26  $       220.48  $                -    $       211.52  $          -    $       200.75  $          -    $       188.35  $                -    $       173.80 101.01% 100.83% 97.37% 92.54% 97.94%
CDDYX 0.996657  $         32.39  $         32.76  $         33.12  $         33.15  $         33.86  $         33.50  $         34.70  $         33.82  $                -    $         34.36  $          -    $         34.55  $          -    $         34.70  $                -    $         34.79 101.13% 101.09% 100.10% 97.47% 99.95%
CHCZX 0.952554  $         11.52  $         11.45  $         11.87  $         11.64  $         12.11  $         11.96  $         12.46  $         12.44  $                -    $         13.13  $          -    $         14.04  $          -    $         15.17  $                -    $         16.60 99.34% 103.66% 98.06% 99.90% 100.24%
CI 0.997939  $       308.40  $       305.17  $       305.78  $       314.97  $       303.99  $       325.25  $       305.98  $       336.42  $                -    $       348.57  $          -    $       361.63  $          -    $       375.38  $                -    $       390.31 98.95% 100.20% 103.00% 109.95% 103.03%
COAVX 0.962354  $         10.86  $         10.95  $         11.33  $         11.27  $         11.73  $         11.64  $         12.14  $         12.08  $                -    $         12.57  $          -    $         13.14  $          -    $         13.77  $                -    $         14.48 100.80% 103.49% 99.52% 99.49% 100.83%
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  $       108.58  ISR   $       106.07  ISR   $       106.03  ISR   $       107.35  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
CSCO 0.984029  $         53.45  $         53.94  $         55.93  $         54.26  $         58.33  $         54.57  $         62.84  $         54.88  $                -    $         55.20  $          -    $         55.54  $          -    $         55.88  $                -    $         56.25 100.91% 103.69% 97.01% 87.33% 97.24%
CWGIX 0.982523  $         61.45  $         62.27  $         63.62  $         63.40  $         65.25  $         64.61  $         67.18  $         65.94  $                -    $         67.42  $          -    $         69.03  $          -    $         70.74  $                -    $         72.63 101.34% 102.16% 99.65% 98.16% 100.33%
DDD ISR  $           7.80  ISR   $            6.99  ISR   $            6.06  ISR   $            5.26  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
DGCAX ISR  $           5.05  ISR   $            5.06  ISR   $            5.07  ISR   $            5.07  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
DIS 0.96724  $       101.59  $       104.11  $       102.75  $         99.01  $       103.23  $         93.59  $       103.77  $         87.66  $                -    $         81.18  $          -    $         74.21  $          -    $         66.90  $                -    $         59.01 102.47% 98.70% 96.37% 84.47% 95.50%
DJIA 0.998149  $  38,245.79  $  38,532.74  $  39,528.21  $  39,266.78  $  40,750.13  $  39,994.83  $  42,093.80  $  40,741.44  $                -    $  41,507.42  $          -    $  42,285.13  $          -    $  43,057.80  $                -    $  43,851.52 100.75% 102.58% 99.34% 96.79% 99.86%
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 0.975387  $       247.02  $       242.84  $       243.63  $       248.16  $       236.54  $       253.94  $       229.77  $       260.43  $                -    $       267.69  $          -    $       275.72  $          -    $       284.38  $                -    $       294.00 98.31% 100.32% 101.86% 113.35% 103.46%
EMR 0.989086  $       104.93  $       105.93  $       108.73  $       108.55  $       113.20  $       111.15  $       117.88  $       113.82  $                -    $       116.55  $          -    $       119.32  $          -    $       122.04  $                -    $       124.82 100.96% 102.64% 99.83% 96.56% 100.00%
ETR 0.972143  $         92.37  $         94.97  $         91.18  $         91.69  $         90.67  $         87.99  $         91.35  $         83.72  $                -    $         78.84  $          -    $         73.35  $          -    $         67.36  $                -    $         60.65 102.82% 96.01% 100.56% 91.65% 97.76%
FAGIX 0.999738  $           9.74  $            9.84  $            9.89  $            9.77  $         10.03  $            9.68  $         10.21  $            9.59  $                -    $            9.48  $          -    $            9.35  $          -    $            9.21  $                -    $            9.05 101.01% 100.52% 98.75% 93.93% 98.55%
FBGRX 0.960811  $       158.97  $       160.65  $       171.17  $       162.37  $       182.24  $       163.86  $       194.97  $       165.16  $                -    $       167.05  $          -    $       167.60  $          -    $       167.86  $                -    $       167.82 101.06% 106.54% 94.86% 84.71% 96.79%
FBIOX 0.963965  $       180.21  $       182.76  $       187.49  $       186.30  $       194.95  $       191.01  $       202.30  $       197.16  $                -    $       204.92  $          -    $       214.39  $          -    $       225.45  $                -    $       238.58 101.42% 102.59% 99.37% 97.46% 100.21%
FBSOX 0.969084  $         58.25  $         58.27  $         58.18  $         54.00  $         57.17  $         49.26  $         55.76  $         43.87  $                -    $         30.99  $          -    $         23.65  $          -    $         15.48  $                -    $            6.42 100.03% 99.85% 92.82% 78.68% 92.84%
FCNTX 0.983919  $       179.62  $       181.19  $       189.24  $       184.02  $       198.53  $       186.87  $       208.17  $       189.83  $                -    $       192.92  $          -    $       196.11  $          -    $       199.34  $                -    $       202.72 100.88% 104.44% 97.24% 91.19% 98.44%
FDSCX 0.973407  $         33.71  $         34.47  $         34.88  $         35.36  $         36.12  $         36.31  $         37.73  $         37.35  $                -    $         39.73  $          -    $         41.03  $          -    $         42.46  $                -    $         44.01 102.26% 101.19% 101.38% 98.99% 100.95%
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 0.957074  $         43.82  $         45.64  $         43.74  $         45.48  $         43.53  $         45.37  $         43.23  $         45.31  $                -    $         45.30  $          -    $         45.37  $          -    $         45.51  $                -    $         45.72 104.18% 95.83% 103.98% 104.82% 102.20%
FLVCX ISR  $         37.03  ISR   $         38.08  ISR   $         39.05  ISR   $         40.47  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCHX ISR  $       145.89  ISR   $       143.23  ISR   $       141.96  ISR   $       141.32  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCRX ISR  $         24.87  ISR   $         25.04  ISR   $         24.99  ISR   $         25.15  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
FSCSX 0.984849  $         62.23  $         63.08  $         62.46  $         60.93  $         61.91  $         58.42  $         60.26  $         55.45  $                -    $         51.96  $          -    $         47.96  $          -    $         43.52  $                -    $         38.47 101.37% 99.02% 97.55% 92.01% 97.49%
FSMEX 0.984752  $         62.23  $         63.17  $         62.46  $         61.05  $         61.91  $         58.57  $         60.26  $         55.63  $                -    $         52.18  $          -    $         48.22  $          -    $         43.83  $                -    $         38.82 101.52% 98.87% 97.74% 92.31% 97.61%
FSRPX 0.988226  $         19.68  $         20.35  $         19.11  $         18.41  $         19.23  $         17.77  $         19.27  $         17.01  $                -    $         16.12  $          -    $         15.10  $          -    $         13.97  $                -    $         12.68 103.37% 93.93% 96.35% 88.29% 95.48%
GE ISR  $         18.76  ISR   $         21.13  ISR   $         23.46  ISR   $         25.63  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GILD ISR  $       342.19  ISR   $       357.23  ISR   $       375.49  ISR   $       392.45  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GIS ISR  $         68.22  ISR   $         65.41  ISR   $         62.48  ISR   $         58.27  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
GMCUX 0.952555  $         15.43  $         15.69  $         15.64  $         15.69  $         15.89  $         15.69  $         16.32  $         15.69  $                -    $         15.69  $          -    $         15.69  $          -    $         15.70  $                -    $         15.74 101.70% 99.67% 100.37% 96.11% 99.46%
GOOG 0.992603  $    5,966.94  $    6,362.41  $    6,610.13  $    6,634.86  $    7,316.21  $    6,910.73  $    8,112.00  $    7,199.30  $                -    $    7,501.15  $          -    $    7,813.44  $          -    $    8,129.29  $                -    $    8,459.34 106.63% 103.89% 100.37% 88.75% 99.91%
GOOGL 0.992572  $    5,909.55  $    6,306.08  $    6,550.39  $    6,579.97  $    7,257.18  $    6,858.22  $    8,061.68  $    7,150.27  $                -    $    7,456.85  $          -    $    7,775.17  $          -    $    8,098.32  $                -    $    8,437.25 106.71% 103.87% 100.45% 88.69% 99.93%
GRMN 0.970016  $       150.45  $       150.51  $       161.47  $       154.83  $       171.67  $       159.10  $       183.28  $       163.44  $                -    $       167.85  $          -    $       172.27  $          -    $       176.62  $                -    $       181.01 100.04% 107.29% 95.89% 89.17% 98.10%
GSSIX 0.961499  $         43.53  $         44.77  $         43.03  $         43.99  $         42.76  $         43.24  $         42.95  $         42.49  $                -    $         41.76  $          -    $         41.06  $          -    $         40.41  $                -    $         39.79 102.85% 96.09% 102.24% 98.93% 100.03%
GWW 0.995481  $       865.83  $       856.80  $       900.67  $       913.29  $       938.05  $       972.07  $       983.31  $    1,035.19  $                -    $    1,102.91  $          -    $    1,174.72  $          -    $    1,249.07  $                -    $    1,328.52 98.96% 105.12% 101.40% 105.28% 102.69%
IARAX ISR  $         16.87  ISR   $         16.78  ISR   $         16.74  ISR   $         16.84  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IBM ISR  $       185.39  ISR   $       199.20  ISR   $       210.15  ISR   $       220.20  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IHIYX ISR  $           7.90  ISR   $            7.94  ISR   $            7.96  ISR   $            7.99  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IMAX 0.951825  $         20.00  $         20.69  $         21.72  $         22.28  $         23.35  $         24.11  $         24.93  $         26.24  $                -    $         28.71  $          -    $         31.52  $          -    $         34.60  $                -    $         38.09 103.42% 104.97% 102.60% 105.25% 104.06%
INTC ISR  $         29.51  ISR   $         30.36  ISR   $         31.81  ISR   $         37.49  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
IPWR ISR  $           8.43  ISR   $            7.85  ISR   $            7.19  ISR   $            6.77  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
JAMCX 0.974295  $         35.41  $         35.89  $         35.34  $         35.96  $         35.14  $         36.09  $         35.12  $         36.28  $                -    $         36.90  $          -    $         37.32  $          -    $         37.85  $                -    $         38.48 101.36% 98.48% 101.74% 103.30% 101.22%
JGRTX 0.989491  $       128.73  $       129.46  $       129.89  $       125.70  $       130.59  $       121.43  $       131.76  $       116.48  $                -    $       110.79  $          -    $       104.38  $          -    $         97.37  $                -    $         89.48 100.57% 100.33% 96.77% 88.40% 96.52%
JHNBX ISR  $         13.40  ISR   $         13.44  ISR   $         13.45  ISR  #N/A  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
JKS ISR  $         31.42  ISR   $         29.40  ISR   $         27.36  ISR   $         25.41  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
JNJ 0.995227  $       159.80  $       164.85  $       162.00  $       164.90  $       167.55  $       164.84  $       173.23  $       164.67  $                -    $       164.39  $          -    $       164.00  $          -    $       163.53  $                -    $       162.95 103.16% 98.27% 101.79% 95.06% 99.57%
KHC 0.982191  $         34.04  $         35.70  $         33.00  $         33.46  $         31.68  $         30.31  $         30.40  $         26.00  $                -    $         13.08  $          -    $            4.33  $          -    $          (6.41)  $                -    $        (19.44) 104.88% 92.42% 101.41% 85.53% 96.06%
KO 0.99498  $       126.96  $       128.13  $       128.63  $       129.90  $       131.02  $       131.63  $       133.51  $       133.37  $                -    $       135.12  $          -    $       136.84  $          -    $       138.50  $                -    $       140.14 100.92% 100.39% 100.99% 99.90% 100.55%
LDOS 0.986027  $         51.17  $         51.07  $         54.21  $         52.44  $         56.87  $         53.84  $         58.45  $         55.29  $                -    $         56.82  $          -    $         58.40  $          -    $         60.01  $                -    $         61.70 99.80% 106.15% 96.75% 94.61% 99.33%
LW 0.965105  $         82.28  $         83.58  $         80.15  $         80.33  $         75.87  $         75.41  $         70.37  $         68.34  $                -    $         58.66  $          -    $         46.02  $          -    $         30.37  $                -    $         10.76 101.57% 95.90% 100.22% 97.11% 98.70%
MDLZ 0.98907  $       101.72  $       102.22  $       101.12  $       103.19  $       100.15  $       104.08  $         98.53  $       104.92  $                -    $       105.71  $          -    $       106.43  $          -    $       107.05  $                -    $       107.61 100.49% 98.93% 102.04% 106.49% 101.99%
MEIAX 0.988594  $         49.42  $         50.18  $         49.73  $         50.50  $         50.05  $         50.82  $         50.49  $         51.13  $                -    $         51.76  $          -    $         52.06  $          -    $         52.37  $                -    $         52.68 101.52% 99.11% 101.55% 101.27% 100.86%
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 0.987731  $         55.42  $         56.18  $         56.55  $         56.71  $         57.19  $         57.23  $         57.90  $         57.76  $                -    $         58.84  $          -    $         59.38  $          -    $         59.93  $                -    $         60.49 101.38% 100.65% 100.29% 99.74% 100.51%
MGGPX ISR  $         29.54  ISR   $         30.61  ISR   $         31.40  ISR   $         32.12  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
MGIAX 0.977836  $         39.61  $         40.37  $         40.24  $         39.33  $         40.84  $         38.21  $         41.37  $         36.98  $                -    $         34.15  $          -    $         32.59  $          -    $         30.90  $                -    $         29.07 101.90% 99.68% 97.74% 89.39% 97.18%
MKC 0.989407  $       152.42  $       153.46  $       150.17  $       146.05  $       148.09  $       137.55  $       141.88  $       127.60  $                -    $       116.07  $          -    $       102.96  $          -    $         88.52  $                -    $         72.20 100.68% 97.86% 97.26% 89.93% 96.43%
MO ISR  $       156.71  ISR   $       160.93  ISR   $       165.60  ISR   $       172.02  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
MRK 0.987967  $       105.21  $       105.63  $       104.70  $       107.91  $       105.26  $       110.23  $       105.72  $       112.68  $                -    $       115.27  $          -    $       117.99  $          -    $       120.76  $                -    $       123.70 100.40% 99.12% 103.06% 106.59% 102.29%
MSFRX 0.974692  $         19.28  $         19.50  $         19.39  $         19.43  $         19.47  $         19.37  $         19.55  $         19.30  $                -    $         19.16  $          -    $         19.09  $          -    $         19.01  $                -    $         18.94 101.13% 99.46% 100.22% 98.72% 99.88%
MSFT 0.99762  $       376.30  $       379.70  $       398.39  $       392.05  $       411.92  $       403.76  $       419.83  $       415.17  $                -    $       426.20  $          -    $       436.65  $          -    $       446.22  $                -    $       455.18 100.90% 104.92% 98.41% 98.89% 100.78%
NEWFX 0.95519  $         76.90  $         78.18  $         79.54  $         77.38  $         81.77  $         76.36  $         84.42  $         75.07  $                -    $         73.48  $          -    $         71.59  $          -    $         69.41  $                -    $         66.86 101.67% 101.75% 97.28% 88.93% 97.41%
NFLX 0.975175  $       560.19  $       507.64  $       546.03  $       507.51  $       526.79  $       505.86  $       504.61  $       502.56  $                -    $       497.48  $          -    $       490.52  $          -    $       481.82  $                -    $       471.00 90.62% 107.56% 92.94% 99.59% 97.68%
NVDA 0.961571  $       205.83  $       209.39  $       209.37  $       177.79  $       207.70  $       142.25  $       198.53  $       101.38  $                -    $         54.68  $          -    $            2.25  $          -    $        (54.92)  $                -    $     (118.97) 101.73% 99.99% 84.92% 51.06% 84.42%
NWL ISR  $           8.87  ISR   $            8.05  ISR   $            7.24  ISR   $            6.74  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OBE 0.983025  $           0.94  $            0.89  $            0.92  $            0.41  $            0.93  $          (0.18)  $            0.99  $          (0.93)  $                -    $          (1.85)  $          -    $          (2.95)  $          -    $          (4.21)  $                -    $          (5.70) 94.45% 103.52% 44.85% -93.99% 37.21%
OIBAX 0.972516  $           4.36  $            4.34  $            4.41  $            4.26  $            4.44  $            4.18  $            4.47  $            4.09  $                -    $            4.00  $          -    $            3.90  $          -    $            3.80  $                -    $            3.69 99.73% 101.57% 96.61% 91.53% 97.36%
OKE ISR  $       175.27  ISR   $       177.34  ISR   $       180.19  ISR   $       185.07  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OPGIX 0.974168  $         47.33  $         47.77  $         48.00  $         45.09  $         48.44  $         42.25  $         49.10  $         39.17  $                -    $         35.81  $          -    $         32.23  $          -    $         28.48  $                -    $         24.46 100.92% 100.48% 93.94% 79.76% 93.78%
OPGSX ISR  $         26.65  ISR   $         29.57  ISR   $         33.18  ISR   $         36.23  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
OSMAX 0.99289  $         40.96  $         41.04  $         41.25  $         39.74  $         40.80  $         38.39  $         40.25  $         36.94  $                -    $         35.39  $          -    $         33.76  $          -    $         32.09  $                -    $         30.33 100.20% 100.49% 96.36% 91.77% 97.21%
PANW 0.999593  $       870.56  $       869.55  $       931.65  $       925.65  $       973.14  $       982.12  $    1,034.72  $    1,040.67  $                -    $    1,101.18  $          -    $    1,162.82  $          -    $    1,224.03  $                -    $    1,286.62 99.88% 107.14% 99.36% 100.58% 101.74%
PARWX 0.98821  $         50.93  $         52.06  $         52.14  $         52.30  $         52.96  $         52.46  $         54.22  $         52.53  $                -    $         52.52  $          -    $         52.40  $          -    $         52.18  $                -    $         51.84 102.21% 100.17% 100.30% 96.89% 99.89%
PBSMX 0.999904  $         10.43  $         10.44  $         10.50  $         10.37  $         10.54  $         10.28  $         10.58  $         10.18  $                -    $            9.94  $          -    $            9.80  $          -    $            9.65  $                -    $            9.48 100.13% 100.49% 98.75% 96.17% 98.89%
PDBAX ISR  $         11.91  ISR   $         11.95  ISR   $         11.96  ISR   $         11.97  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PFE 0.965254  $         31.89  $         33.49  $         30.03  $         31.81  $         28.61  $         29.96  $         27.54  $         27.89  $                -    $         25.58  $          -    $         23.03  $          -    $         20.29  $                -    $         17.26 105.01% 89.66% 105.93% 101.28% 100.47%
PG 0.986693  $       156.60  $       157.72  $       157.38  $       158.32  $       158.04  $       158.52  $       157.65  $       158.28  $                -    $       156.32  $          -    $       154.54  $          -    $       152.15  $                -    $       149.08 100.71% 99.78% 100.60% 100.40% 100.37%
PHO 0.993076  $         61.40  $         61.99  $         63.28  $         63.23  $         64.75  $         64.38  $         65.93  $         65.48  $                -    $         66.51  $          -    $         67.44  $          -    $         68.26  $                -    $         68.98 100.95% 102.08% 99.92% 99.31% 100.57%
PIMIX 0.966356  $         10.53  $         10.59  $         10.58  $         10.51  $         10.61  $         10.43  $         10.65  $         10.35  $                -    $         10.27  $          -    $         10.18  $          -    $         10.10  $                -    $         10.02 100.65% 99.83% 99.40% 97.21% 99.27%
PM 0.956236  $       115.69  $       115.22  $       120.90  $       120.57  $       126.80  $       126.42  $       133.19  $       133.00  $                -    $       140.37  $          -    $       148.50  $          -    $       157.25  $                -    $       166.92 99.59% 104.93% 99.73% 99.86% 101.03%
PREIX 0.983027  $       132.99  $       135.93  $       139.48  $       139.07  $       145.30  $       141.92  $       151.77  $       144.55  $                -    $       146.92  $          -    $       148.96  $          -    $       150.59  $                -    $       151.85 102.21% 102.62% 99.70% 95.24% 99.94%
PRGSX 0.984957  $         58.78  $         59.72  $         61.24  $         59.25  $         63.10  $         58.60  $         65.49  $         57.73  $                -    $         56.62  $          -    $         55.26  $          -    $         53.69  $                -    $         51.83 101.61% 102.55% 96.75% 88.15% 97.26%
PRHSX 0.959195  $         88.06  $         90.86  $         87.97  $         88.06  $         87.43  $         84.59  $         86.71  $         80.26  $                -    $         74.98  $          -    $         68.73  $          -    $         61.61  $                -    $         53.31 103.17% 96.82% 100.11% 92.56% 98.17%
PRMTX 0.960233  $       134.37  $       135.71  $       138.77  $       129.58  $       140.97  $       122.46  $       142.93  $       114.06  $                -    $       104.26  $          -    $         93.05  $          -    $         80.64  $                -    $         66.54 101.00% 102.25% 93.38% 79.80% 94.11%
PRSVX ISR  $         51.62  ISR   $         51.98  ISR   $         52.29  ISR   $         53.22  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PRU 0.956435  $       104.78  $       105.57  $       105.39  $       108.98  $       105.89  $       112.87  $       107.42  $       117.40  $                -    $       122.66  $          -    $       128.65  $          -    $       135.28  $                -    $       142.80 100.75% 99.83% 103.41% 109.29% 103.32%
PSGQX ISR  $         24.42  ISR   $         26.06  ISR   $         27.33  ISR   $         28.61  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PSTQX ISR  $         10.46  ISR   $         10.53  ISR   $         10.58  ISR   $         10.62  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PSX ISR  $       120.60  ISR   $       123.54  ISR   $       127.92  ISR   $       134.01  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PTEN ISR  $         10.74  ISR   $            9.89  ISR   $            9.36  ISR   $            9.35  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
PTRQX 0.99975  $         11.89  $         11.96  $         11.92  $         11.77  $         11.94  $         11.59  $         11.95  $         11.42  $                -    $         11.09  $          -    $         10.94  $          -    $         10.80  $                -    $         10.68 100.61% 99.68% 98.76% 95.56% 98.65%
SEDG 0.972976  $       115.25  $       125.92  $         96.17  $         95.59  $         74.66  $         63.30  $         55.05  $         28.34  $                -    $          (8.97)  $          -    $        (47.83)  $          -    $        (86.86)  $                -    $     (126.81) 109.26% 76.37% 99.39% 51.48% 84.13%
SMCWX 0.963528  $         64.58  $         65.98  $         66.26  $         64.86  $         67.57  $         63.52  $         69.29  $         61.92  $                -    $         57.82  $          -    $         55.35  $          -    $         52.53  $                -    $         49.31 102.17% 100.42% 97.89% 89.36% 97.46%
SPFIX 0.996793  $         70.86  $         71.87  $         72.92  $         72.69  $         74.75  $         73.49  $         76.82  $         74.32  $                -    $         75.16  $          -    $         76.02  $          -    $         76.87  $                -    $         77.75 101.43% 101.46% 99.68% 96.74% 99.83%
SVSPX 0.993069  $         40.65  $         41.23  $         41.73  $         41.49  $         42.66  $         41.80  $         43.73  $         42.17  $                -    $         42.60  $          -    $         43.10  $          -    $         43.66  $                -    $         44.31 101.42% 101.22% 99.44% 96.43% 99.63%
T 0.972181  $         20.16  $         19.46  $         20.81  $         19.65  $         21.42  $         20.02  $         22.04  $         20.62  $                -    $         21.47  $          -    $         22.58  $          -    $         23.94  $                -    $         25.63 96.53% 106.93% 94.42% 93.57% 97.86%
TECK ISR  $         41.18  ISR   $         41.98  ISR   $         43.07  ISR   $         44.58  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TEPLX 0.962187  $         25.63  $         25.73  $         26.49  $         26.64  $         26.96  $         27.68  $         27.38  $         28.89  $                -    $         30.30  $          -    $         31.90  $          -    $         33.66  $                -    $         35.67 100.38% 102.97% 100.56% 105.50% 102.35%
TEVA ISR  $         13.35  ISR   $         14.70  ISR   $         16.49  ISR   $         18.54  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TGADX 0.962834  $         25.78  $         25.89  $         26.66  $         26.83  $         27.14  $         27.89  $         27.58  $         29.13  $                -    $         30.56  $          -    $         32.19  $          -    $         34.00  $                -    $         36.04 100.43% 102.96% 100.61% 105.60% 102.40%
TNC 0.98656  $         83.39  $         83.48  $         84.72  $         85.87  $         85.14  $         88.51  $         85.91  $         91.49  $                -    $         94.86  $          -    $         98.62  $          -    $       102.68  $                -    $       107.22 100.11% 101.48% 101.36% 106.50% 102.36%
TPINX 0.9854  $           7.30  $            7.25  $            7.27  $            7.05  $            7.22  $            6.84  $            7.17  $            6.63  $                -    $            6.41  $          -    $            6.19  $          -    $            5.97  $                -    $            5.74 99.35% 100.28% 96.87% 92.51% 97.25%
TPZ 0.984422  $         16.18  $         16.02  $         16.83  $         16.88  $         17.50  $         17.84  $         18.26  $         18.94  $                -    $         20.18  $          -    $         21.57  $          -    $         23.08  $                -    $         24.75 99.02% 105.07% 100.29% 103.71% 102.02%
TSLA ISR  $       246.85  ISR   $       267.07  ISR   $       286.84  ISR   $       303.51  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWBIX ISR  $         18.21  ISR   $         18.68  ISR   $         19.08  ISR   $         19.49  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWCGX 0.976745  $         50.60  $         51.20  $         52.99  $         51.83  $         54.33  $         52.40  $         55.62  $         52.93  $                -    $         53.40  $          -    $         53.81  $          -    $         54.13  $                -    $         54.38 101.18% 103.49% 97.81% 95.16% 99.41%
TWCUX 0.986925  $         79.59  $         81.08  $         83.15  $         81.69  $         85.72  $         82.13  $         88.27  $         82.40  $                -    $         82.48  $          -    $         82.35  $          -    $         82.00  $                -    $         81.42 101.87% 102.56% 98.24% 93.34% 99.00%
TWEIX ISR  $           8.82  ISR   $            8.80  ISR   $            8.80  ISR   $            8.81  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWHIX ISR  $         22.53  ISR   $         23.11  ISR   $         23.21  ISR   $         23.32  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
TWMIX ISR  $         10.68  ISR   $         11.13  ISR   $         11.62  ISR   $         12.35  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
UA ISR  $         57.96  ISR   $         55.94  ISR   $         54.03  ISR   $         52.88  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
UGI 0.978925  $         29.23  $         29.25  $         29.20  $         28.59  $         29.15  $         28.07  $         29.50  $         27.71  $                -    $         27.52  $          -    $         27.56  $          -    $         27.82  $                -    $         28.34 100.08% 99.81% 97.91% 93.92% 97.93%
VBINX 0.993293  $         45.53  $         46.07  $         46.63  $         46.22  $         47.51  $         46.33  $         48.46  $         46.39  $                -    $         46.39  $          -    $         46.35  $          -    $         46.24  $                -    $         46.08 101.19% 101.22% 99.12% 95.73% 99.31%
 VDIGX  0.993026  $         36.86  $         37.21  $         37.04  $         37.34  $         36.85  $         37.43  $         36.47  $         37.46  $                -    $         37.45  $          -    $         37.38  $          -    $         37.25  $                -    $         37.06 100.95% 99.54% 100.82% 102.73% 101.01%
 VEIPX  0.996501  $         42.16  $         42.67  $         42.62  $         43.08  $         43.06  $         43.52  $         43.70  $         44.02  $                -    $         44.56  $          -    $         45.17  $          -    $         45.83  $                -    $         46.57 101.22% 99.88% 101.08% 100.73% 100.73%
 VFIAX  0.997391  $       466.73  $       472.98  $       489.70  $       487.16  $       510.83  $       501.58  $       534.29  $       516.72  $                -    $       532.63  $          -    $       549.19  $          -    $       566.04  $                -    $       583.75 101.34% 103.54% 99.48% 96.71% 100.27%
VIMAX 0.995048  $       296.78  $       301.31  $       306.05  $       305.76  $       314.47  $       310.07  $       324.76  $       314.35  $                -    $       318.60  $          -    $       322.77  $          -    $       326.76  $                -    $       330.69 101.52% 101.57% 99.91% 96.79% 99.95%
 VLO  0.976511  $       147.87  $       149.39  $       152.11  $       159.08  $       158.51  $       169.68  $       169.91  $       181.63  $                -    $       195.06  $          -    $       209.95  $          -    $       226.04  $                -    $       243.93 101.03% 101.82% 104.58% 106.90% 103.58%
VSEQX 0.970853  $         35.21  $         36.05  $         35.80  $         36.41  $         36.33  $         36.82  $         37.23  $         37.31  $                -    $         37.89  $          -    $         38.57  $          -    $         39.32  $                -    $         40.19 102.39% 99.28% 101.71% 100.22% 100.90%
VSTCX 0.985187  $         37.03  $         35.55  $         38.03  $         38.57  $         38.88  $         39.35  $         40.22  $         40.27  $                -    $         41.33  $          -    $         42.53  $          -    $         43.87  $                -    $         45.38 96.00% 106.96% 101.41% 100.13% 101.13%
 VVIAX  0.997736  $         61.10  $         61.77  $         62.81  $         63.33  $         64.68  $         64.97  $         66.93  $         66.73  $                -    $         68.63  $          -    $         70.65  $          -    $         72.77  $                -    $         75.04 101.09% 101.69% 100.84% 99.70% 100.83%
 VWEHX  ISR  $           5.33  ISR   $            5.37  ISR   $            5.39  ISR   $            5.42  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
 VWELX  0.975886  $         42.53  $         43.06  $         43.20  $         42.95  $         43.63  $         42.83  $         44.14  $         42.70  $                -    $         42.55  $          -    $         42.40  $          -    $         42.23  $                -    $         42.05 101.24% 100.32% 99.43% 96.73% 99.43%
 WEC  0.992135  $         92.55  $         93.36  $         94.10  $         92.07  $         95.69  $         90.49  $         97.43  $         88.56  $                -    $         86.25  $          -    $         83.54  $          -    $         80.50  $                -    $         77.00 100.87% 100.80% 97.83% 90.90% 97.60%
WMGYX ISR  $         27.91  ISR   $         27.93  ISR   $         27.76  ISR   $         27.54  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
YACKX ISR  $         23.32  ISR   $         23.58  ISR   $         23.77  ISR   $         24.09  ISR   $                -    ISR   $          -    ISR   $          -    ISR   $                -    ISR  0.00% 0.00% 0.00% 0.00% 0.00%
100.93% 101.29% 98.50% 93.63% 98.58%

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 98.58%. There were 158 equities/indices analyzed, 111 were usable (70.25%).

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.

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