What Is the Performance Record of Fisher Investments?

It is difficult to quantify the overall performance record of Fisher Investments, because each investor’s portfolio is unique. However, it is possible to get an idea of the fund’s performance by analyzing its CEO’s stock picks over a 17-year period, notes Investor Junkie.

Ken Fisher’s stock picks from 1998 to 2014 have a fairly impressive record when compared to the S&P 500 Index. However, his picks fell below the S&P in the last four years of that time period, per CXO Advisory. His stock picks performed best in 2009, beating the S&P 500 Index by 24 percent.

His stock picks fell 6 percent below the S&P 500 in 2011, states CXO Advisory. They performed better in 2012, but fell 2 percent and 4 percent behind in 2013 and 2014 respectively. Overall, the picks outperform the S&P benchmark in 11 out of 17 years, with an average advantage of 4.7 percent per year.

Fisher Investments offers annuities, financial planning tools and portfolio management to potential investors. Investors can choose from fixed, variable or equity-indexed annuities, according to Fisher Investments. Both fixed and equity-indexed annuities offer greater investment security. Equity-indexed annuities do not decline through poor investments, and the interest rate correlates to a specific market index.