Welcome to our Navellier Graders

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Stock Grader
ETF Grader
Dividend Grader

Stock Grader

What do the grades mean?

Our Stock Grader utilizes key fundamental metrics and weights them in an average to determine a grade of A to F. “A” being our highest ranking persistence model which, as a group, tends to outperform the low persistence stocks, as well as the market in general. The final grade a stock receives (“Total Stock Grade”) is based on its Navellier Proprietary Quantitative Grade and its Overall Fundamental Grade. Only those stocks that received both a top Quantitative Grade and a top Overall Fundamental Grade receive an “A”.

Why Stocks?

Stocks can provide some of the safest earning potential in this volatile market.

How often is the data updated?

The stock data is updated weekly.

Navellier Stock Grader Growth of $100 Example

Net February 1, 1998 to September 30, 2019

Stock Earnings Image

(*Updated and corrected 3-31-17 through present.)

The chart above reflects the theoretical historical total return of stocks assigned a letter rank of A, B, C, D and F using a combination of the proprietary Navellier Stock Grader Fundamental grade and Navellier Stock Grader Quantitative grade. Performance results presented herein do not necessarily indicate future performance. The net performance results portrayed include the reinvestment of all dividends and other earnings. Net results also include our estimation of investment advisory fees, administrative fees, transaction expenses, or other expenses that a client would have paid or actually paid. A 3.00% annualized advisory fee is built into the net return calculations although that fee is higher than any actual advisory fee currently clients are paying to Navellier & Associates, Inc. for investment advisory services. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Graphs are for illustrative and discussion purposes only. (Note, these are model results, no actual money was invested. Please see important disclosures below.)

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ETF Grader

What do the grades mean?

The Navellier ETF grades are based on return/risk characteristics, of each individual ETF, ranked relative to its best fitting (highest R2) broad based Index. Each week we compile and calculate statistics, Alpha, Beta, Standard Deviation, R-Squared for a list of over 1500 ETFs. Using the respective 60 or 90 day cycle we calculate how an ETF has performed on a risk adjusted basis relative to its best fit broad market index.

The final grade for each ETF is based on its risk adjusted performance relative to the Russell 3000 index constituents. An “A” Grade is assigned to ETFs that exhibit positive return/risk characteristics over the given cycle and an “F” Grade represents ETFs that have exhibited lesser/negative return/risk characteristics. These rankings can/will change weekly depending on market conditions and volatility.

Why ETFs?

Exchange traded funds are generally structured to hold a basket of securities and usually offer investors the ability to not only buy and hold an ETF position but also trade in and out of a position intra-day.

How often is the data updated?

The ETF data is updated weekly.

Navellier ETF Grader Growth of $100 Example

Net January 1, 2007 September 30, 2019

60 Day ETF Chart Image

Net March 1, 2006 to September 30, 2019

90 Day ETF Chart Image

The chart above reflects the theoretical historical total return of stocks assigned a score of A, B, C, D, or F using key fundamental metrics. Performance results presented herein do not necessarily indicate future performance. Results presented include the reinvestment of all dividends and other earnings. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Graphs are for illustrative and discussion purposes only. This graph is not to be construed as an offer to buy or sell any financial instrument and should not be relied upon as the sole factor in an investment making decision. (Note, these are model results, no actual money was invested. Please see important disclosures below.)

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Dividend Grader

What do the grades mean?

Our NEW Dividend Grader utilizes key fundamental metrics and weights them in an average to determine a grade of A to F. A being our highest ranking dividend persistence model which, as a group, tends to outperform the low persistence stocks, as well as the market in general. This grading system replaces the previous system where stocks were graded on a scale of 1 to 3.

Why Dividends?

Dividends can provide some of the safest earning potential in this volatile market.

How often is the data updated?

The dividend data is updated weekly.

Navellier Dividend Grader Growth of $100 Example

Net January 1, 2003 to September 30, 2019

Dividend Chart Image

The chart above reflects the theoretical historical total return of stocks assigned a grade of A, B, C, D or F using key fundamental metrics. Performance results presented herein do not necessarily indicate future performance. The net performance results portrayed include the reinvestment of all dividends and other earnings. Net results also include our estimation of investment advisory fees, administrative fees, transaction expenses, or other expenses that a client would have paid or actually paid. A 3.00% annualized advisory fee is built into the net return calculations although that fee is higher than any actual advisory fee currently clients are paying to Navellier & Associates, Inc. for investment advisory services. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Graphs are for illustrative and discussion purposes only. This graph is not to be construed as an offer to buy or sell any financial instrument and should not be relied upon as the sole factor in an investment making decision. (Note, these are model results, no actual money was invested. Please see important disclosures below.)

Try out our new Dividend Grader (returning users also) – Click Here

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. As a matter of normal and important disclosures to you, as a potential investor, please consider the following: The performance presented is not based on any actual securities trading, portfolio, or accounts, and the reported performance of the A, B, C, D, and F portfolios (collectively the “model portfolios”) should be considered mere “paper” or pro forma performance results based on Navellier’s research.

Investors evaluating any of Navellier & Associates, Inc.’s, (or its affiliates’) Investment Products must not use any information presented here, including the performance figures of the model portfolios, in their evaluation of any Navellier Investment Products. Navellier Investment Products include the firm’s mutual funds and managed accounts. The model portfolios, charts and other information presented do not represent actual funded trades and are not actual funded portfolios. There are material differences between Navellier Investment Products’ portfolios and the model portfolios, research, and performance figures presented here. The model portfolios and the research results (1) may contain stocks or ETFs that are illiquid and difficult to trade; (2) may contain stock or ETF holdings materially different from actual funded Navellier Investment Product portfolios; (3) include the reinvestment of all dividends and other earnings, estimated trading costs, commissions, or management fees; and, (4) may not reflect prices obtained in an actual funded Navellier Investment Product portfolio. For these and other reasons, the reported performances of model portfolios do not reflect the performance results of Navellier’s actually funded and traded Investment Products. In most cases, Navellier’s Investment Products have materially lower performance results than the performances of the model portfolios presented.

As a matter of important disclosure regarding the model results presented for Stock Grader, ETF Grader, and Dividend Grader, the following factors must be considered when evaluating the long- and short-term performance figures presented:

(1) Historical or illustrated results presented herein do not necessarily indicate future performance; Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

(2) The results presented were generated during a period of mixed (improving and deteriorating) economic conditions in the U.S. and positive and negative market performance. There can be no assurance that these favorable market conditions will occur again in the future. Navellier has no data regarding actual performance in different economic or market cycles or conditions.

(3) The back-tested performance was derived from the application of a model with the benefit of hindsight.

(4) The results portrayed reflect the reinvestment of dividends and other income.

(5) The net performance results portrayed include the reinvestment of all dividends and other earnings. Net results also include our estimation of investment advisory fees, administrative fees, transaction expenses, or other expenses that a client would have paid or actually paid. A 3.00% annualized advisory fee is built into the net return calculations although that fee is higher than any actual advisory fee currently clients are paying to Navellier & Associates, Inc. for investment advisory services.

(6) LIMITATIONS INHERENT IN MODEL RESULTS: The performance results presented are from a model portfolio, not an actually funded portfolio, and may not reflect the impact that material economic and market factors might have had on the adviser’s decision making if the adviser were actually managing clients’ money, and thus present returns which are greater than what a potential investor would have experienced for the time period. The results are presented for informational purposes only. No real money has been invested in this model portfolio. The model performance results should be considered mere ‘paper’ or pro forma performance results. The model results do not represent actual funded trades and may not reflect actual prices paid or received for actual funded trades.

(7) The model results may or may not relate, or only partially relate, to the type of advisory services currently offered by Navellier & Associates, Inc.

(8) In most cases, the adviser’s clients had investment results materially lower than the results portrayed in the model.

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