Home » Performance

Performance

 

Stock Account Performance

 

Period
through
12/31/16
Byrne Stock
Account Average
Cumulative
Vanguard
500 Index Fund
Cumulative
Morningstar
Large-cap
Blend Fund
Average
Byrne
Annualized
Vanguard
Annualized
Morningstar
Annualized
1-Year 5.33% 11.78%  12.13%  5.33% 11.78% 12.13%
3-Year 11.69 28.45 23.66 3.75 8.70  7.34
5-Year 75.64 96.65  86.69 11.92 14.48  13.30
7-Year 105.14 130.42  110.10 10.81 12.67  11.19
10-Year 84.53 93.45  77.15  6.32 6.82  5.89
Since
Inception
(1/1/01)
202.58 128.38  N/A  7.16 5.30  N/A

 

Bond Account Performance

 

Period
through
12/31/16
Byrne Bond
Account Average
Cumulative
Vanguard
Short-Term Bond INDEX Fund
Cumulative
Morningstar
Short-Term Bond Fund
Average Cumulative
Byrne
Annualized
Vanguard
Annualized
Morningstar
Annualized
1-Year 4.87% 1.41% 2.14% 4.87% 1.41% 2.14%
3-Year 8.20 3.47 3.79 2.66 1.14 1.25
5-Year 10.72 5.56 8.05 2.06 1.09 1.56
7-Year 20.25 12.97 14.23 2.67 1.76 1.92
Since
Inception
(1/1/09)
33.00  17.79 24.52 3.63 2.90 2.22

 


* 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. 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.