Though past performance is
neither a guarantor nor indicator of future results, it is heartening, and
not altogether surprising, that the research and strategies we have executed
on behalf of our clients has been markedly beneficial.*
| |
Byrne*
Cumulative |
Byrne*
Annualized |
Vanguard 500
Index Fund* Cumulative |
Vanguard 500
Index Fund* Annualized |
|
YTD through 1/31/12 |
6.28% |
- |
4.47% |
- |
|
1 year total return through 12/31/11 |
-0.16% |
-0.16% |
2.08% |
2.08% |
|
3 year total return through 12/31/11 |
58.88% |
16.64% |
48.38% |
14.06% |
|
5 year total return through 12/31/11 |
5.00% |
0.96% |
-1.52% |
-0.31% |
|
7 year total return through 12/31/11 |
25.34% |
3.28% |
19.33% |
2.56% |
|
11 year total return through 12/31/11 |
+72.17% |
5.06% |
16.26% |
1.38% |
Consistency
The average return of accounts at Byrne
Asset Management has exceeded that of the S&P 500 in 31 of the past
44
quarters.
Click here for quarterly, annual and cumulative figures.*
Growth
$1,000,000 invested with us on January 1, 2001,
assuming returns equal to the average of Byrne Asset Management pure equity accounts,
would by January 31, 2012 have grown to
$1,829,821.
If invested in the Vanguard 500 Index Fund instead, that same $1,000,000 would have grown to $1,214,576.
Click here for details.*
Risk Avoidance
Byrne Asset
Management has produced a record of returns higher
than normal given the risk accepted. Stated otherwise, for the returns achieved since
2001, Byrne Asset Management has managed to reduce risk.
Click here for details.*
*
Past performance is not necessarily indicative of future performance. Results for individual clients may vary. Results are not
audited. Byrne Asset numbers reflect the addition of certain dividends and deduction of all fees.
As one can not invest in an actual index, for comparative purposes we show
returns and other statistics of the Vanguard 500 Index Fund, a mutual fund
that very effectively tracks the performance of the Standard & Poor's 500
Index.