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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"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

Our Investment Performance

Large Cap Growth Composite

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