Growth – Stocks v Bonds v Balanced

Allocation Returns$1,000,000 invested on January 1, 2009, earning rates of return equal to the average of 100% equity accounts at Byrne Asset Management would by June 30, 2018 have grown to $3,230,959. The indicated compounded annual rate of return for this period was 13.14%.*

$1,000,000 earning rates of return equal to the average of pure bond accounts at Byrne Asset Management over the same period would have grown to $1,355,948. The indicated compounded annual rate of return was 3.26%.*

$1,000,000 earning rates of return equal to the average of balanced accounts with a 50% equity/50% bond target allocation at Byrne Asset Management would have grown to $2,137,274 over the same period. The indicated compounded annual rate of return was 8.32%.*


* Past performance is not necessarily indicative of future performance. Results for individual clients may vary. Results are not audited. Byrne Asset numbers include all actively managed equity accounts and reflect the reinvestment of dividends and deduction of all fees.