Option
Risk/Return Level | Product
Name | 1999 | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | Through Third Quarter 2008 | Cumulative
Return |
| LOW | Bernie Schaeffer's Wealthbuilder | 26% | 62% | 8% | -37% | 54% | 42% | -16% | 22% | 9% | 5% | 256.2% |
| LOW | Schaeffer's Equity Option Writer | 33% | -5% | -4% | -1% | 8% | 9% | 2% | 6% | 12% | 2% | 74.6% |
| LOW | Schaeffer's Equity Wealthbuilder Series | % | % | % | % | % | % | -2% | -16% | -11% | -11% | -34.8% |
| MODERATE | Schaeffer's Gold and Metals Prospector | % | % | % | % | % | % | % | -2% | 33% | -34% | -14% |
| MODERATE | Schaeffer's Hedge Hunter Series | % | % | % | % | % | % | % | 56% | 35% | 4% | 119% |
| MODERATE | Schaeffer's Leverage Series | 51% | 58% | -3% | 31% | -21% | 34% | -28% | -3% | 44% | -11% | 187.3% |
| MODERATE | Schaeffer's Low-Dollar Stock Alert | % | % | -1% | 13% | 11% | 25% | 13% | -14% | -10% | 2% | 38.5% |
| MODERATE | Schaeffer's PowerTrend Series | 77% | 12% | -7% | 39% | 21% | -21% | -41% | -3% | 3% | -7% | -4.2% |
| MODERATE | Schaeffer's Trend Maximizer Series | 99% | -2% | -36% | -13% | 2% | 29% | -2% | 8% | 31% | -3% | 92.2% |
| MODERATE | Stocks Under $30; Options Under $5 Series | % | % | % | % | % | % | % | -1% | -21% | -3% | -24.1% |
| MODERATE | Zacks/Schaeffer's Options Trader | % | % | % | % | % | % | % | -3% | 54% | -22% | 16.5% |
| AGGRESSIVE | Schaeffer's ETF Option Series | % | % | % | 14% | -11% | -8% | -26% | -16% | 32% | -22% | -40.3% |
| AGGRESSIVE | Schaeffer's Event Series | % | % | % | % | % | 49% | 1% | 1% | -34% | 4% | 4.3% |
| HIGHLY AGGRESSIVE | Schaeffer's Grand Slam Series | % | % | % | % | % | % | % | 0% | 0% | 1% | 1% |
| HIGHLY AGGRESSIVE | Schaeffer's Players Series | 33% | 34% | 40% | -11% | -15% | -13% | -8% | -2% | -17% | -1% | 21.7% |
| Nasdaq | 86% | -39% | -21% | -32% | 50% | 9% | 1% | 10% | 10% | -14% | 4.7% |
| S&P 500 | 20% | -10% | -13% | -23% | 26% | 9% | 3% | 14% | 4% | -10% | 9.2% |
