Performance charts

Performance

The accounts we manage often have goals additional to total return. Such goals include capital preservation, tax avoidance, and targeted cash flows. Nonetheless, with transparency and proper expectations in mind, we openly report complete historical statistics for the average returns of our 100% stock and bond portfolios as well as balanced portfolios with a 50/50 asset allocation. Actual client asset allocations and returns vary.

Stock Account Performance

Period
through
3/31/18
Byrne Stock
Account Average
Cumulative
Vanguard
500 Index Fund
Cumulative
Morningstar
Large-cap
Blend Fund
Average
Byrne
Annualized
Vanguard
Annualized
Morningstar
Annualized
1-Year 10.27% 13.84%  12.95%  10.27% 13.84% 12.95%
3-Year 16.24 35.36 31.67 5.14 10.62 9.60
5-Year 62.01 85.35  75.45 10.13 13.13  11.90
7-Year 87.32 128.61  107.80 9.38 12.54  11.01
10-Year 116.64 144.77  120.64  8.04 9.36  8.24
Since 1/1/09 219.97 251.84 220.45 13.40 14.57 13.94
Since
Inception
(1/1/01)
246.88 175.67  N/A  7.48 6.05  N/A

 

Bond Account Performance

Period
through
3/31/18
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 0.61% 0.10% 0.67% 0.61% 0.10% 0.67%
3-Year 5.42 1.85 3.25 1.77 0.61 1.07
5-Year 9.18 3.95 5.22 2.15 0.78 1.02
7-Year 16.03 9.21 10.53 2.15 1.27 1.44
Since
Inception
(1/1/09)
35.30  18.45 26.74 3.32 1.85 2.60

 


* 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 Vanguard index mutual funds and averages of appropriate Morningstar mutual fund categories.