Large Cap Growth Portfolio

 

Performance Since Inception (3/31/99 to 12/31/16)
Large Cap Growth (Gross of Fees)     206.5%
Large Cap Growth (Net of Fees)     135.1%
S&P 500     143.9%
Russell 1000 Growth Index     92.4%
           
Annualized Total Returns (as of 12/31/16)
    Gross   Net   S&P 500

Russell
1000
Growth

1-year   11.9% 10.2% 12.0% 7.1%
3-years   5.5% 3.9% 8.9% 8.5%
5-years   10.5% 8.9% 14.7% 14.5%
10-years   5.5% 4.0% 6.9% 8.3%
Since Inception (3/31/99) 6.4% 4.9% 5.1% 3.7%
           
Total Returns by Year       
    Gross   Net   S&P 500 Russell
1000
Growth
2016 11.9% 10.2% 12.0% 7.1%
2015 -3.2% -4.6% 1.4% 5.7%
2014 8.4% 6.8% 13.7% 13.0%
2013 27.0% 25.2% 32.4% 33.5%
2012 10.7% 9.1% 16.0% 15.3%
2011 -10.3% -11.7% 2.1% 2.6%
2010 18.2% 16.5% 15.1% 16.7%
2009   20.8% 19.1% 26.5% 37.2%
2008   -34.1% -35.2% -37.0% -38.4%
2007   23.3% 21.5% 5.5% 11.8%
2006   8.0% 6.4% 15.8% 9.1%
2005   13.5% 11.8% 4.9% 5.3%
2004   12.9% 11.3% 10.9% 6.3%
2003   34.4% 32.6% 28.7% 29.7%
2002   -27.3% -28.4% -22.1% -27.9%
2001   -8.2% -9.6% -11.9% -20.4%
2000   15.6% 14.0% -9.1% -22.4%
1999 (3/31/99 – 12/31/99) 24.5% 23.2% 15.3% 25.2%