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Equity Performance
- Quarterly Numbers |
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Periods Byrne equity performance
outpaced Vanguard 500 Index Fund are highlighted in green |
Annual
Total Return |
Byrne |
Vanguard 500 Index Fund |
Byrne
Cumulative |
Vanguard 500
Cumulative |
|
2012 thru 1/31 |
6.28 |
4.47 |
82.98 |
21.46 |
|
2011 |
-0.16 |
2.08 |
72.17 |
16.26 |
|
2010 |
16.85 |
14.91 |
72.44 |
13.89 |
|
2009 |
36.02 |
26.50 |
47.58 |
-0.89 |
|
2008 |
-39.19 |
-37.02 |
8.50 |
-21.65 |
|
2007 |
8.82 |
5.39 |
78.43 |
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 |
| Quarterly
Returns |
Byrne |
Vanguard 500 Index Fund |
|
2012 thru 1/31 |
6.28 |
4.48 |
| Quarterly
Returns |
Byrne |
Vanguard 500 Index Fund |
|
2011 Q IV |
8.43 |
11.81 |
|
2011 Q III |
-12.84 |
-13.90 |
|
2011 Q II |
-1.58 |
0.07 |
|
2011 Q I |
7.34 |
5.88 |
| Quarterly
Returns |
Byrne |
Vanguard 500 Index Fund |
|
2010 Q IV |
9.00 |
10.71 |
|
2010 Q III |
9.76 |
11.26 |
|
2010 Q II |
-7.81 |
-11.42 |
|
2010 Q I |
5.94 |
5.35 |
|
2009 Q IV |
4.76 |
6.04 |
|
2009 Q III |
17.10 |
15.59 |
|
2009 Q II |
19.28 |
15.93 |
|
2009 Q I |
-7.04 |
-11.00 |
|
2008 Q IV |
-21.73 |
-21.94 |
|
2008 Q III |
-13.17 |
-8.36 |
|
2008 Q II |
-0.36 |
-2.75 |
|
2008 Q I |
-10.20 |
-9.45 |
|
2007 Q IV |
-2.85 |
-3.36 |
|
2007 Q III |
2.92 |
2.03 |
|
2007 Q II |
7.32 |
6.24 |
|
2007 Q I |
1.41 |
0.60 |
|
2006 Q IV |
6.85 |
6.67 |
|
2006 Q III |
1.03 |
5.62 |
|
2006 Q II |
-4.86 |
-1.48 |
|
2006 Q I |
6.90 |
4.18 |
|
2005 Q IV |
0.62 |
2.05 |
|
2005 Q III |
5.97 |
3.58 |
|
2005 Q II |
3.62 |
1.32 |
|
2005 Q I |
-1.60 |
-2.16 |
|
2004 Q IV |
9.30 |
9.21 |
|
2004 Q III |
-1.48 |
-1.91 |
|
2004 Q II |
-0.82 |
1.68 |
|
2004 Q I |
3.78 |
1.66 |
|
2003 Q IV |
13.47 |
12.12 |
|
2003 Q III |
8.50 |
2.60 |
|
2003 Q II |
24.21 |
15.39 |
|
2003 Q I |
-1.58 |
-3.19 |
|
2002 Q IV |
7.03 |
8.39 |
|
2002 Q III |
-15.35 |
-17.22 |
|
2002 Q II |
-10.05 |
-13.43 |
|
2002 Q I |
4.40 |
0.24 |
|
2001 Q IV |
17.85 |
10.60 |
|
2001 Q III |
-18.62 |
-14.70 |
|
2001 Q II |
11.83 |
5.80 |
|
2001 Q I |
-8.51 |
-11.90 |
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. 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.
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