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% |
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Continue to our Income
Portfolio Performance
Click here to read our
performance presentation and disclosures.
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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."
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• Asset Allocation: An Unconventional View
• Appearances by Stephen Leeb
• Stephen Leeb in Business Week
Related Topics
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