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Our Investment Performance

Growth Portfolio | Income Portfolio | Energy Portfolio

Large Cap Growth Composite

Performance since Inception (3/31/99 to 3/31/08)
Large Cap Growth (Gross of Fees) 107.6%
Large Cap Growth (Net of Fees) 81.5%
S&P 500 19.1%
Russell 1000 Growth Index -16.0%

Annualized Total Returns (as of 3/31/08)
  Gross   Net   S&P 500   Russell 1000
Growth
1-year 15.8% 14.1% -5.1% -.8%
3-year 13.2% 11.5% 5.8% 6.5%
5-year 17.0% 15.3% 11.3% 9.2%
Since Inception (3/31/99) 8.5% 6.9% 2.0% -2.2%

Total Returns by Year
  Gross   Net   S&P 500    Russell 1000
Growth
2008 -5.7% -6.1% -10.2% -9.5%
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 (3/31-12/31/99) 24.5% 23.2% 15.3% 25.2%

Continue to our Income Portfolio Performance


Click here to read our performance presentation and   disclosures.

Dr. Stephen Leeb "The traditional allocation is among stocks, bonds, and cash. We think this is a meaningless approach and investors should think strictly in terms of growth, income, and market insurance."


• Asset Allocation: An Unconventional View

• Appearances by Stephen Leeb

• Stephen Leeb in Business Week


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