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Equity Performance
- Quarterly Numbers |
Annual
Total Return |
Byrne |
S&P 500 |
Byrne
Cumulative |
S&P 500
Cumulative |
|
2010 thru 6/30 |
-2.18 |
-6.65 |
45.56 |
-7.54 |
|
2009 |
35.25 |
26.50 |
48.82 |
-0.89 |
|
2008 |
-39.19 |
-37.02 |
10.04 |
-21.65 |
|
2007 |
8.82 |
5.39 |
80.96 |
24.41 |
|
2006 |
9.79 |
15.64 |
66.29 |
18.05 |
|
2005 |
8.72 |
4.79 |
51.46 |
2.09 |
|
2004 |
10.85 |
10.73 |
39.31 |
-2.57 |
|
2003 |
50.51 |
28.50 |
25.67 |
-12.02 |
|
2002 |
-14.91 |
-22.14 |
-16.51 |
-31.53 |
|
2001 |
-1.87 |
-12.06 |
-1.87 |
-12.06 |
|
Quarters Byrne equity performance
outpaced S&P 500 are highlighted in green |
| Quarterly
Returns |
Byrne |
S&P 500 |
|
2010 Q II |
-7.37 |
-11.42 |
|
2010 Q I |
5.59 |
5.35 |
|
2009 Q IV |
4.45 |
6.04 |
|
2009 Q III |
16.78 |
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. S&P numbers are based on the total return of
Vanguard’s S&P 500 Index Fund.
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