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Performance

 

Stock Account Performance

 

Period
through
3/31/17
Byrne Stock
Account Average
Cumulative
Vanguard
500 Index Fund
Cumulative
Morningstar
Large-cap
Blend Fund
Average
Byrne
Annualized
Vanguard
Annualized
Morningstar
Annualized
1-Year 13.38% 16.98%  18.00%  13.38% 16.98% 18.00%
3-Year 16.68 33.83 28.36 5.28 10.20  8.68
5-Year 65.68 85.27  75.19 10.62 13.13  11.87
7-Year 105.04 131.91  111.06 10.80 12.77  11.26
10-Year 92.69 103.89  85.00  6.78 7.38  6.35
Since
Inception
(1/1/01)
220.41 142.15  N/A  7.43 5.59  N/A

 

Bond Account Performance

 

Period
through
3/31/17
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 3.26% 0.30% 1.77% 3.26% 0.30% 1.77%
3-Year 7.92 3.57 3.83 2.57 1.18 1.26
5-Year 10.72 5.61 7.29 2.06 1.10 1.42
7-Year 19.78 12.23 13.33 2.61 1.66 1.80
Since
Inception
(1/1/09)
34.47  18.34 25.90 3.66 2.79 2.83

 


* 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.