|
Actual Return |
Annualized Return Ending 20081 Conservative & Useful |
| |
Dec 08 |
YTD |
1 Year |
3 Years |
5 Years |
10 Years |
30 Years |
39 Years |
| Return |
7.9% |
-45.1% |
-45.1% |
-7.5% |
4.5% |
9.5% |
15.0% |
16.4% |
| Standard Deviation |
N/A |
N/A |
31.0 |
22.8 |
19.7 |
18.7 |
15.9 |
16.3 |
| Total Growth |
7.9% |
-45.1% |
-45.1% |
-20.9% |
24.5% |
149% |
6,568% |
37,145% |
|
|
|
|
|
From Year | To Year
|
|
2008 |
| 2008 |
-45.1 |
2007 |
| 2007 |
-21.5 |
12.3 |
2006 |
| 2006 |
-7.5 |
20 |
28.3 |
2005 |
| 2005 |
-1.3 |
19.9 |
23.9 |
19.7 |
2004 |
| 2004 |
4.5 |
22.7 |
26.4 |
25.4 |
31.4 |
2003 |
| 2003 |
12.6 |
30 |
34.8 |
37 |
46.6 |
63.6 |
2002 |
| 2002 |
10.2 |
23.7 |
26.1 |
25.6 |
27.6 |
25.8 |
-3.3 |
2001 |
| 2001 |
9.4 |
20.8 |
22.2 |
21 |
21.4 |
18.2 |
0.5 |
4.4 |
2000 |
| 2000 |
6.9 |
16.2 |
16.7 |
14.9 |
14 |
10 |
-3.7 |
-3.8 |
-11.4 |
1999 |
| 1999 |
9.5 |
18.3 |
19 |
17.8 |
17.4 |
14.8 |
5.1 |
8.1 |
9.9 |
36.5 |
1998 |
| 1998 |
8.3 |
16 |
16.4 |
15 |
14.3 |
11.7 |
3.5 |
5.2 |
5.5 |
15.2 |
-2.8 |
1997 |
| 1997 |
8 |
14.9 |
15.1 |
13.8 |
13 |
10.6 |
3.6 |
5.1 |
5.3 |
11.5 |
0.8 |
4.5 |
1996 |
| 1996 |
8.2 |
14.4 |
14.6 |
13.4 |
12.7 |
10.5 |
4.5 |
5.9 |
6.2 |
11.1 |
3.7 |
7.2 |
9.9 |
1995 |
| 1995 |
8.3 |
14.1 |
14.3 |
13.1 |
12.4 |
10.5 |
5.2 |
6.5 |
6.8 |
10.9 |
5.3 |
8.1 |
10 |
10.1 |
1994 |
| 1994 |
7.7 |
13.1 |
13.1 |
11.9 |
11.3 |
9.4 |
4.6 |
5.7 |
5.9 |
9 |
4.3 |
6.1 |
6.7 |
5.1 |
0.3 |
1993 |
| 1993 |
9.7 |
14.8 |
15 |
14.1 |
13.6 |
12.1 |
7.9 |
9.3 |
9.9 |
13.3 |
9.9 |
12.6 |
14.8 |
16.4 |
19.7 |
42.9 |
1992 |
| 1992 |
9.3 |
14.1 |
14.2 |
13.2 |
12.8 |
11.3 |
7.5 |
8.6 |
9.1 |
12 |
8.9 |
11 |
12.3 |
12.9 |
13.9 |
21.4 |
3.1 |
1991 |
| 1991 |
10.8 |
15.5 |
15.7 |
14.9 |
14.6 |
13.4 |
10 |
11.3 |
12 |
14.9 |
12.5 |
14.9 |
16.7 |
18.1 |
20.2 |
27.6 |
20.6 |
41.1 |
1990 |
| 1990 |
9.8 |
14.1 |
14.2 |
13.4 |
13 |
11.8 |
8.6 |
9.6 |
10.1 |
12.5 |
10.1 |
11.9 |
13 |
13.5 |
14.2 |
18 |
10.6 |
14.6 |
-6.9 |
1989 |
| 1989 |
11.1 |
15.3 |
15.5 |
14.8 |
14.5 |
13.4 |
10.5 |
11.6 |
12.3 |
14.7 |
12.7 |
14.6 |
15.9 |
16.8 |
18 |
21.9 |
17.1 |
22.2 |
13.7 |
38.9 |
1988 |
| 1988 |
12.2 |
16.3 |
16.5 |
15.9 |
15.7 |
14.8 |
12.1 |
13.3 |
14 |
16.4 |
14.7 |
16.6 |
18.1 |
19.1 |
20.5 |
24.2 |
20.8 |
25.7 |
20.9 |
37.8 |
36.8 |
1987 |
| 1987 |
12.9 |
16.8 |
17 |
16.5 |
16.3 |
15.5 |
13 |
14.2 |
14.9 |
17.2 |
15.7 |
17.6 |
19 |
20.1 |
21.4 |
24.7 |
21.9 |
26.1 |
22.6 |
34.3 |
32.1 |
27.6 |
1986 |
| 1986 |
13.7 |
17.6 |
17.8 |
17.3 |
17.2 |
16.5 |
14.2 |
15.4 |
16.1 |
18.4 |
17.1 |
18.9 |
20.3 |
21.4 |
22.8 |
25.9 |
23.7 |
27.5 |
24.9 |
34.4 |
33 |
31.1 |
34.7 |
1985 |
| 1985 |
15 |
18.8 |
19.1 |
18.6 |
18.6 |
17.9 |
15.8 |
17 |
17.9 |
20.2 |
19.1 |
20.9 |
22.4 |
23.6 |
25.1 |
28.2 |
26.5 |
30.2 |
28.5 |
37 |
36.5 |
36.4 |
41.1 |
47.8 |
1984 |
| 1984 |
14.7 |
18.3 |
18.5 |
18.1 |
18 |
17.4 |
15.4 |
16.5 |
17.2 |
19.3 |
18.3 |
19.9 |
21.2 |
22.2 |
23.4 |
25.9 |
24.2 |
27.1 |
25.2 |
31.6 |
30.2 |
28.5 |
28.9 |
26.1 |
7.5 |
1983 |
| 1983 |
15.4 |
18.9 |
19.2 |
18.8 |
18.8 |
18.2 |
16.3 |
17.4 |
18.2 |
20.2 |
19.3 |
20.9 |
22.2 |
23.2 |
24.3 |
26.8 |
25.3 |
28 |
26.5 |
32.1 |
31.1 |
29.9 |
30.5 |
29.2 |
20.8 |
35.7 |
1982 |
| 1982 |
15.3 |
18.6 |
18.9 |
18.5 |
18.4 |
17.9 |
16 |
17.1 |
17.8 |
19.7 |
18.8 |
20.3 |
21.4 |
22.3 |
23.3 |
25.4 |
23.9 |
26.2 |
24.7 |
29.3 |
28 |
26.6 |
26.4 |
24.4 |
17.4 |
22.8 |
11.1 |
1981 |
| 1981 |
14.8 |
17.9 |
18.2 |
17.8 |
17.7 |
17.1 |
15.4 |
16.3 |
17 |
18.7 |
17.8 |
19.1 |
20.1 |
20.8 |
21.6 |
23.4 |
21.9 |
23.8 |
22.2 |
25.9 |
24.4 |
22.7 |
21.9 |
19.5 |
13.3 |
15.4 |
6.4 |
1.9 |
1980 |
| 1980 |
15.2 |
18.3 |
18.5 |
18.2 |
18.1 |
17.6 |
15.9 |
16.9 |
17.5 |
19.2 |
18.3 |
19.7 |
20.6 |
21.3 |
22.1 |
23.8 |
22.5 |
24.2 |
22.8 |
26.3 |
24.9 |
23.5 |
22.9 |
21.1 |
16.3 |
18.7 |
13.5 |
14.7 |
29.2 |
1979 |
| 1979 |
15 |
18 |
18.2 |
17.8 |
17.8 |
17.3 |
15.6 |
16.6 |
17.1 |
18.7 |
17.9 |
19.1 |
20 |
20.6 |
21.3 |
22.8 |
21.5 |
23 |
21.6 |
24.6 |
23.3 |
21.8 |
21.1 |
19.3 |
15.1 |
16.7 |
12.4 |
12.9 |
18.9 |
9.3 |
1978 |
| 1978 |
15.9 |
18.9 |
19.1 |
18.8 |
18.8 |
18.3 |
16.8 |
17.7 |
18.3 |
19.9 |
19.1 |
20.4 |
21.3 |
21.9 |
22.6 |
24.2 |
23 |
24.6 |
23.4 |
26.4 |
25.3 |
24.2 |
23.8 |
22.5 |
19.3 |
21.3 |
18.7 |
20.6 |
27.6 |
26.9 |
47.2 |
1977 |
| 1977 |
16.9 |
19.8 |
20.1 |
19.8 |
19.8 |
19.4 |
17.9 |
18.9 |
19.5 |
21.1 |
20.4 |
21.7 |
22.6 |
23.3 |
24.1 |
25.7 |
24.7 |
26.2 |
25.2 |
28.1 |
27.3 |
26.5 |
26.3 |
25.4 |
22.9 |
25.3 |
23.6 |
26.3 |
33.3 |
34.6 |
49.4 |
51.6 |
1976 |
| 1976 |
17.2 |
20 |
20.2 |
20 |
20 |
19.6 |
18.2 |
19.1 |
19.8 |
21.3 |
20.7 |
21.9 |
22.8 |
23.4 |
24.2 |
25.7 |
24.7 |
26.2 |
25.3 |
28 |
27.2 |
26.4 |
26.3 |
25.5 |
23.2 |
25.3 |
23.9 |
26.2 |
31.7 |
32.4 |
41.1 |
38.1 |
25.8 |
1975 |
| 1975 |
18.1 |
20.9 |
21.1 |
20.9 |
21 |
20.6 |
19.3 |
20.2 |
20.9 |
22.4 |
21.9 |
23.1 |
24 |
24.7 |
25.5 |
27 |
26.1 |
27.6 |
26.8 |
29.5 |
28.8 |
28.2 |
28.3 |
27.7 |
25.9 |
28.1 |
27.2 |
29.7 |
35 |
36.2 |
43.9 |
42.8 |
38.5 |
52.5 |
1974 |
| 1974 |
16.5 |
19.1 |
19.3 |
19.1 |
19.1 |
18.7 |
17.4 |
18.2 |
18.7 |
20.1 |
19.4 |
20.5 |
21.2 |
21.8 |
22.4 |
23.6 |
22.6 |
23.8 |
22.9 |
25 |
24.2 |
23.3 |
23 |
22 |
19.9 |
21.3 |
19.8 |
20.9 |
23.9 |
23 |
25.9 |
21.1 |
12.4 |
6.2 |
-26 |
1973 |
| 1973 |
15.4 |
17.9 |
18 |
17.7 |
17.7 |
17.3 |
16 |
16.7 |
17.2 |
18.4 |
17.7 |
18.6 |
19.3 |
19.7 |
20.1 |
21.2 |
20.2 |
21.2 |
20.1 |
22 |
21 |
20 |
19.5 |
18.4 |
16.2 |
17 |
15.3 |
15.8 |
17.6 |
16.1 |
17.2 |
12 |
3.9 |
-2.6 |
-22.1 |
-18 |
1972 |
| 1972 |
16.1 |
18.5 |
18.7 |
18.4 |
18.4 |
18 |
16.8 |
17.5 |
18 |
19.2 |
18.6 |
19.5 |
20.2 |
20.6 |
21.1 |
22.1 |
21.2 |
22.2 |
21.3 |
23.1 |
22.2 |
21.3 |
20.9 |
20 |
18.1 |
19 |
17.6 |
18.3 |
20.3 |
19.2 |
20.7 |
16.8 |
10.8 |
7.4 |
-4.5 |
8.5 |
43.7 |
1971 |
| 1971 |
16.8 |
19.3 |
19.5 |
19.2 |
19.2 |
18.8 |
17.7 |
18.4 |
18.9 |
20.1 |
19.6 |
20.5 |
21.2 |
21.6 |
22.1 |
23.2 |
22.4 |
23.4 |
22.5 |
24.3 |
23.6 |
22.8 |
22.5 |
21.8 |
20.1 |
21.1 |
20 |
20.8 |
22.9 |
22.2 |
23.9 |
20.9 |
16.4 |
14.6 |
6.7 |
20.6 |
46.3 |
49 |
1970 |
| 1970 |
16.4 |
18.7 |
18.9 |
18.6 |
18.6 |
18.3 |
17.1 |
17.8 |
18.3 |
19.4 |
18.9 |
19.7 |
20.3 |
20.7 |
21.2 |
22.1 |
21.3 |
22.2 |
21.4 |
23 |
22.2 |
21.5 |
21.1 |
20.3 |
18.7 |
19.5 |
18.3 |
19 |
20.7 |
19.8 |
21.1 |
18.1 |
14 |
12.1 |
5.5 |
15.2 |
29.1 |
22.3 |
0.5 |
|
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
1978 |
1977 |
1976 |
1975 |
1974 |
1973 |
1972 |
1971 |
1970 |
How to read this table?
The returns from year 'x' to year 'y' are in the cross between row 'x' and column 'y'.
For example, to find the annual return from 1980 to 2003, find the row headed by 1980, and go along it
to the right, up to the number located under the column headed by 2003. You will find the average annual
return of 17.6%. Note that the one year return in each of the years is located right under the column heading, forming a diagonal.
1 Annualized Return (also called Compounded Annual Growth Rate) is the rate that, when compounded annually, would result in the actual total return.
This measure is conservative because it is usually lower than the measure average of the annual returns.
This measure is useful because it removes the effect of compounding, letting you compare it to other investments with different holding periods.
Past performance may not be indicative of future results. No current of prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Quality Asset Management), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indirect performance levels. Simulated data was used for periods prior to the inception of mutual funds - for more information see Performance Data Disclosure.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. Note that services are limited to investment advice and do not include financial planning, legal advice or tax planning and/or other non-investment related consultation services. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor or any other investment professional. If you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with the professional advisor of your choosing. A copy of our current written disclosure statement discussing our advisory services and fees is available for review upon request.
Historic performance results for investment indexes and/or categories generally do not reflect the deduction of transactions and/or custodial charges or the deduction of any investment management fee, the incurrence which would have the effect of decreasing historical performance results.
The advisor makes no representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the website or incorporated therein. Such information is provided solely for convenience, and all users should be guided accordingly.
Copyright © 2004-2009 Quality Asset Management, LLC. Any usage of this web site by investment advisors or other investment professionals is prohibited, unless written notice was given directly from Quality Asset Management, LLC. Any portfolio or strategy presented on this web site does not represent a recommendation.
