Analysts’ Best Picks® Record
To receive a copy of the 2023 Analysts’ Best Picks® List, please contact your Raymond James financial advisor or use the Office Locator to find an office convenient to you.
Year | Best Picks Lista | Russell 2000f | Excess Return |
---|---|---|---|
1996 | 37.2% | 18.4% | 18.9% |
1997 | 53.5 | 26.7 | 26.8 |
1998 | 38.9 | 0.4 | 38.6 |
1999 | 143.9 | 27.6 | 116.3 |
2000 | 46.9 | 4.5 | 42.5 |
2001 | 11.6 | 3.6 | 8.0 |
2002 | -0.6 | -19.2 | 18.6 |
2003 | 37.2 | 42.4 | -5.2 |
2004 | 27.7 | 20.4 | 7.3 |
2005 | 17.2 | 7.8 | 9.4 |
2006 | 5.9 | 15.8 | -9.9 |
2007 | 30.5 | -2.1 | 32.6 |
2008 | -35.0 | -35.5 | 0.4 |
2009 | 62.5 | 44.7 | 17.8 |
2010 | 31.2 | 34.9 | -3.7 |
2011 | 0.5 | 0.1 | 0.4 |
2012 | 9.5 | 19.5 | -10.1 |
2013 | 49.3 | 43.8 | 5.6 |
2014 | 13.1 | 8.9 | 4.2 |
2015 | 4.6 | -1.7 | 6.3 |
2016 | 12.8 | 17.9 | -5.1 |
2017 | 9.4 | 12.2 | -2.8 |
2018 | -5.5 | -10.1 | 4.6 |
2019 | 32.1 | 20.1 | 12.0 |
2020 | 8.7 | 22.8 | -14.1 |
2021 | 20.9 | 19.3 | 1.6 |
2022 | -10.7 | -21.3 | 10.6 |
2023b | 4.5 | 5.6 | -1.2 |
5 Yr. Avg.c | 11.1 | 9.3 | 1.8 |
10 Yr. Avg.d | 9.0 | 7.4 | 1.6 |
28 Yr. Avg.e | 23.5 | 11.7 | 11.8 |
a Total returns are shown as if an equal dollar allocation was made to each stock at the December pricing date and held until 12/31 of the following year.
b Analysts’ Best Picks® List 2023 and Russell 2000 performance reflect total return through the close of 12/7/23.
c Simple average of returns for 2019 through 2023.
d Simple average of returns for 2014 through 2023.
e Inception (1996) simple average of returns through the close of 12/7/23.
f Russell 2000 total return with dividends reinvested over the same time periods as ABP inception and liquidation periods. Source: Bloomberg LLC
Please keep in mind, past performance is not indicative of future results and an investor would incur commissions or fees (and interest charges if transacted in a margin account) related to investing in these recommendations.
*On a total return basis with performances averaged as if an equal dollar allocation was made to each stock at the December pricing date and held until December 31 of the following year. Individual results will vary and transaction costs related to investing in these stocks will affect overall performance. There is no assurance that the list will achieve the results expected, and investors may incur profits or losses. The results presented should not and cannot be viewed as an indicator of future performance.
Since 1996 a total of 350 stocks have been recommended through the Analysts' Best Picks® list. Of this total, 222 advanced (63%) and 128 declined (37%) within the recommended holding period. The holding period for each year's list is approximately 55 weeks from the inception date to December 31 of the following year.
Annual results are before commissions or fees. The results presented should not and cannot be viewed as an indicator of future performance. Individual results will vary and transaction costs related to investing in these stocks will affect overall performance. There is no assurance that the list will achieve the results expected and investors may incur profits or losses. The performance returns in 1999 were extraordinary and it is unlikely that these unrealistically high returns will be repeated. The Russell 2000 is an unmanaged index of small cap securities which generally involve greater risks. A complete list of all Analysts’ Best Picks® since 1996 is available upon request.