SPX Relationship/Effect in % to “Top Performing Funds”

I rebalanced all my portfolio in August 29th 2014 and at that time the market was still at positive momentum.  Later I found out that I lost somewhere around 6% across all my holdings in mid October.  6% is not much when the amount is small but when your portfolio is already big, 6% is not a good number.

I was curious of the actual effect of S&P 500 towards the top performing funds, the results are in Table 1.

Disclaimer:
The information mentioned here is for educational purposes only.  Do not be influenced to invest on any funds mentioned below without doing your own comprehensive research.

SPXAnalysis-3Months-2014August-October.xlsm [33.5MB]
http://blindcaveman.wordpress.com/tag/finance/ 

Table 1: Date range: August 29th and October 17th: [45L]

SPX Comparison 3Month-2014August-October

 

SPX-Healthcare-3Month-2014August-October

SPX-Fidelity Freedom Funds 3Month-2014August-October

TRowe Price 3Month-2014August-October

S&P 500

Step by Step:
1. Get portfolio chart comparison-3 months
2. Get portfolio raw data-10 years
3. Identify funds which has a lower margin of safety
4. Get balance of portfolio at specific date August 29 2014
5. Get balance of portfolio at specific date October 17, 2014
6. Answer the following questions:
   A. % relationship of SPX to Portfolio when S&P 500 drops 116 points/ –6.18%
   B. Which fund posted the lowest margin of safety?
7. Repeat Step 1-7 every 3 months