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Stock Performance

Year Byrne Asset
Stock Account
Average
Vanguard 500
Index Fund
Byrne
Cumulative
Vanguard 500
Index Fund
Cumulative
2017 through Q3 12.90% 14.13% 239.92% 160.64%
2016 5.33 11.78 202.58 128.38
2015 -2.89 1.24 187.30 104.32
2014 9.21 13.51 195.86 101.82
2013 37.59 32.17 170.80 77.79
2012 14.25 15.82 96.81 36.30
2011 -0.16 1.97 72.27 16.26
2010 16.85 14.91 72.55 13.89
2009 36.02 26.49 47.50 -0.89
2008 -39.19 -37.02 8.41 -21.65
2007 8.82 5.39 78.41 24.41
2006 9.79 15.64 63.97 18.05
2005 8.72 4.79 49.35 2.09
2004 10.74 10.73 37.36 -2.57
2003 50.51 28.50 24.21 -12.02
2002 -16.01 -22.14 -17.59 -31.53
2001 -1.87 -12.06 -1.87 -12.06

 

Quarter Byrne Asset
Stock Account
Average
Vanguard
S&P 500
Index Fund
Morningstar
Large-Cap
Blend Fund
Average
2017 Q3 4.11% 4.45% 4.19%
2017 Q2 2.51 3.05 2.92
2017 Q1 5.81 6.03 5.55
2016 Q4 2.81 3.80 5.86
2016 Q3 3.70 3.78 3.78
2016 Q2 0.39 2.42 1.76
2016 Q1 -1.60 1.31  0.30
2015 Q4 4.57 7.00  5.56
2015 Q3 -8.95 -6.48  -7.53
2015 Q2 -0.72 0.26  0.90
2015 Q1 2.73 0.91  1.13
2014 Q4 2.65 4.89  4.19
2014 Q3 -0.04 1.09  -0.08
2014 Q2 5.00 5.19  4.59
2014 Q1 1.35 1.76  1.69
2013 Q4 11.38 10.46  9.73
2013 Q3 8.86 5.20  5.74
2013 Q2 2.83 2.87  2.56
2013 Q1 10.84 10.57  10.40
2012 Q4 0.66 -0.42  0.49
2012 Q3 6.85 6.31  6.08
2012 Q2 -5.38 -2.78  -4.16
2012 Q1 12.25 12.54  12.48
2011 Q4 8.43 11.78  11.14
2011 Q3 -12.84 -13.90  -15.84
2011 Q2 -1.58 0.07  -0.19
2011 Q1 7.34 5.88  -5.61
2010 Q4 9.00 10.71  10.54
2010 Q3 9.76 11.26  11.13
2010 Q2 -7.81 -11.45  -11.57
2010 Q1 5.94 5.35  5.07
2009 Q4 4.76 6.03  5.49
2009 Q3 17.10 15.59  15.59
2009 Q2 19.28 15.97  16.59
2009 Q1 -7.04 -11.00  -10.01
2008 Q4 -21.73 -21.94  -22.07
2008 Q3 -13.17 -8.36  -10.21
2008 Q2 -0.36 -2.75  -1.60
2008 Q1 -10.20 -9.47  -9.73
2007 Q4 -2.85 -3.36  -2.82
2007 Q3 2.92 2.03  1.65
2007 Q2 7.32 6.24  6.21
2007 Q1 1.41 0.60  1.07
2006 Q4 6.85 6.67  6.74
2006 Q3 1.03 5.62  4.34
2006 Q2 -4.86 -1.48  -2.11
2006 Q1 6.90 4.18  4.56
2005 Q4 0.62 2.05  N/A
2005 Q3 5.97 3.58  N/A
2005 Q2 3.62 1.32  N/A
2005 Q1 -1.60 -2.16  N/A
2004 Q4 9.30 9.21  N/A
2004 Q3 -1.48 -1.91  N/A
2004 Q2 -0.82 1.68  N/A
2004 Q1 3.78 1.66  N/A
2003 Q4 13.47 12.12  N/A
2003 Q3 8.50 2.60  N/A
2003 Q2 24.21 15.39  N/A
2003 Q1 -1.58 -3.19  N/A
2002 Q4 7.03 8.39  N/A
2002 Q3 -15.35 -17.22  N/A
2002 Q2 -10.05 -13.43  N/A
2002 Q1 4.40 0.24  N/A
2001 Q4 17.85 10.60  N/A
2001 Q3 -18.62 -14.70  N/A
2001 Q2 11.83 5.80  N/A
2001 Q1 -8.51 -11.90  N/A

* Past performance is not necessarily indicative of future performance. Results for individual clients may vary. Results are not audited. Byrne Asset numbers reflect the addition of certain dividends and deduction of all fees. S&P numbers are based on the total return of Vanguard’s S&P 500 Index Fund.

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