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Our Investment Performance

Growth Portfolio | Income Portfolio | Peak Resources & Energy Portfolio

Large Cap Growth Composite

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Performance since Inception (3/31/99 to 3/31/09)
Large Cap Growth (Gross of Fees) 32.1%
Large Cap Growth (Net of Fees) 13.7%
S&P 500 -26.3%
Russell 1000 Growth Index -44.8%

Annualized Total Returns (as of 3/31/09)
  Gross   Net   S&P 500   Russell 1000
Growth
1-year -36.4% -37.4% -38.1% -34.%
3-year -7.8% -9.2% -13.1% -11.3%
5-year -0.1% -1.6% -4.8% -4.3%
Since Inception (3/31/99) 2.8% 1.3% -3.0% -6.2%

Total Returns by Year
  Gross   Net   S&P 500    Russell 1000
Growth
2009 (as of 3/31/09) -8.9% -9.3% -11.0% -4.1%
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 (3/31-12/31/99) 24.5% 23.2% 15.3% 25.2%

Continue to our Income Portfolio Performance

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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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