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.*
| As of
6/30/10 |
Byrne* |
S&P 500* |
|
1 year total return. |
19.30% |
14.33% |
|
3 year total return |
-19.57% |
-26.72% |
|
5 year total return |
2.47% |
-4.27% |
|
7 year total return |
42.61% |
20.39% |
|
9 1/2 year total return |
+45.56% |
-7.54% |
|
Annualized since 1/1/01 |
+4.03% |
-0.82% |
Consistency
The average return of accounts at Byrne
Asset Management has exceeded that of the S&P 500 in 29 of the past
38
quarters.
Click here for a detailed
table with 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 June 30, 2010 have grown to $1,455,610.
If invested in the S&P 500, that same $1,000,000 would have fallen to $924,597.
Click here for a visual perspective.*
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 a graphical
representation.*
*
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.
S&P numbers are based on the total
return of Vanguard’s S&P 500 Index Fund.