Balanced Accounts

Balanced Chart

$1,000,000 invested on January 1, 2009, earning rates of return equal to the average of balanced accounts with a 50% equity/50% bond target allocation at Byrne Asset Management, would by December 31, 2017 have grown to $2,141,290. The indicated compounded annual rate of return for this period was 8.83%.

$1,000,000 invested in a 50%/50% blend of the Vanguard 500 Index Fund and the Vanguard Short-Term Bond Index Fund for the same period would have grown to $2,107,333. The indicated compounded annual rate of return for this period was 8.64%.

$1,000,000 invested in a way that 50% of assets earned the average return of all Morningstar rated large-cap blend funds and the other 50% earned the average return of all Morningstar rated short-term bond funds during the same period would have grown to $2,075,211. The indicated compounded annual rate of return for this period was 8.45%.


* 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.