Stock Growth

Stock Performance

$1,000,000 invested on January 1, 2001, earning rates of return equal to the average of pure equity accounts at Byrne Asset Management would by June 30, 2018 have grown to $3,502,744. The indicated compounded annual rate of return for this period was 7.43%.*

$1,000,000 invested in the Vanguard 500 Index Fund, one of the least-cost funds indexed to the S&P 500, over the same period would have grown to $2,850,448. The indicated compounded annual rate of return was 6.17%.*

Stock Performance

$1,000,000 invested on January 1, 2009, earning rates of return equal to the average of pure equity accounts at Byrne Asset Management would by June 30, 2018 have grown to $3,230,959. The indicated compounded annual rate of return for this period was 13.14%.*

$1,000,000 invested in the Vanguard 500 Index Fund for the same period would have grown to $3,638,047. The indicated compounded annual rate of return was 14.56%.*

$1,000,000 earning the average rate of return of all Morningstar rated large cap blend funds during the same period would have grown to $3,289,107. The indicated compounded annual rate of return was 13.35%.*


* 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.