Actual Client Performance
1/1/02 Through 12/31/09
(VAM returns net of fees and taxes)
Client “A” Portfolio
| 1 year |
3 year avg. |
5 year avg. |
7 year avg. |
8 year avg. |
| 27.37% |
2.78% |
6.31% |
11.26% |
8.20% |
| vs |
vs |
vs |
vs |
| S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
| 23.55% |
-3.56% |
1.29% |
5.95% |
2.59% |
Actual Returns
| 2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
2008 |
2009 |
| -13.22% |
26.72% |
20.51% |
5.12% |
18.12% |
14.21% |
-37.11% |
31.23% |
| vs |
vs |
vs |
vs |
vs |
vs |
| S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
S&P 500 |
| -23.40% |
26.10% |
9.13% |
3.51% |
13.62% |
4.20% |
-38.43% |
23.55% |
This is the actual performance of a
Vision Asset Management client.
This is not an indication of future performance.
As of January 1st, 2010.
Reports furnished upon request.