Published research on the performance and predictive accuracy of ERS's proprietary stock risk ratings — grounded in 25 years of data, 433,500+ validated data points, and zero conflicts of interest.
The best stocks fell less. The worst stocks never recovered. A study of 2,619 companies rated on December 31, 2021 — tracked through the bear market and recovery.
Read the Report →The best stocks fell less. The worst stocks never recovered. 2,619 companies rated on 12/31/2021, tracked through one year of losses and two years of recovery. A+ stocks outperformed F-rated stocks by 47 percentage points.
Every rating grade performed exactly as predicted across 25 years and 433,500 individual data points. A+ rated stocks earned an average excess return of +20.1% over the S&P 500. The rating gradient held without exception.
The definitive backtest of ERS's flagship Fiduciary Stock Navigator rating. 1,500 companies rated monthly over 25 years. A+ rated stocks earned 33.3% average annual returns vs. 18.3% for the S&P 500 in the same holding periods.
Seven portfolios launched on seven different dates, each built on the 4D Rating. All seven outperformed the S&P 500. Average excess return: 14.7%. Three launched when the S&P 500 subsequently declined — all three still positive.
Every one of ERS's seven Alpha Algorithmics stock selection models significantly outperformed the S&P 500 over a 10-year study period. Average excess return across all seven models: 42.8%.
ERS's Fiduciary Stock Navigator identified the top 40 stocks from 1,500 companies. Nine months later: 30.0% total return, 78% positive, 2.2× the S&P 500. No rebalancing, no human override.
Our most rigorous and comprehensive studies on rating accuracy, predictive power, and portfolio performance.
The most comprehensive backtest of ERS's flagship rating, independently verified with zero survivorship bias.
How the 4D rating predicted which stocks would fall least and recover fastest across 2,619 companies.
Seven quantitative stock selection models. Ten years of data. All seven significantly beat the S&P 500.
