Value Architects Asset Management Performance Summary
VAAM vs. Balanced Index
|
2005
|
VAAM
8.8% |
Balanced Index
3.2% | |
2006
|
VAAM
10.3% |
Balanced Index
9.1% | |
2007
|
VAAM
4.7% |
Balanced Index
4.2% | |
YTD 9/30/08
|
VAAM
(8.4)% |
Balanced Index
(10.7)% | |
Note: Balanced Index consists of 60% Russell 3000 Index and 40% iShares Lehman 1-3 Year Treasury Index. Performance is composite of institutional and individually managed accounts and may not be AIMR compliant. VAAM performance is net of trading costs and management fees.
VAAM vs. Russell 3000
Calendar Year 2000 - 2008
| |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
YTD 9/30/08 |
| VAAM |
11.4% |
6.9% |
(16,9%) |
24.9% |
15.9% |
14.6% |
20.1% |
1.5% |
(11.1%) |
| Russell 3000 |
(7.5%) |
(11.5%) |
(21.5%) |
31.0% |
11.9% |
6.1% |
15.7% |
5.1% |
(18.8%) |
Note: Periods ending December 31st unless otherwise noted. Performance is composite of institutional and individually managed accounts and may not be AIMR compliant. VAAM performance is net of trading costs and management fees.
VAAM vs. S&P 500
Calendar Year 2000 - 2008
| |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
YTD 9/30/08 |
| VAAM |
11.4% |
6.9% |
(16,9%) |
24.9% |
15.9% |
14.6% |
20.1% |
1.5% |
(11.1%) |
| S&P 500 |
(9.1%) |
(11.9%) |
(22.1%) |
28.7% |
10.9% |
4.9% |
15.8% |
5.5% |
(19.3%) |
Note: Periods ending December 31st unless otherwise noted. Performance is composite of institutional and individually managed accounts and may not be AIMR compliant. VAAM performance is net of trading costs and management fees.
VAAM All Cap Equity Performance
Calendar Year 2000 - 2008
| |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
YTD 9/30/08 |
| VAAM |
11.4% |
6.9% |
(16,9%) |
24.9% |
15.9% |
14.6% |
20.1% |
1.5% |
(11.1%) |
| Russell 3000 |
(7.5%) |
(11.5%) |
(21.5%) |
31.0% |
11.9% |
6.1% |
15.7% |
5.1% |
(18.8%) |
| DJIA |
(6.2%) |
(7.1%) |
(16.8%) |
25.3% |
3.1% |
(0.6%) |
16.3% |
6.4% |
(18.2%) |
| S&P 500 |
(9.1%) |
(11.9%) |
(22.1%) |
28.7% |
10.9% |
4.9% |
15.8% |
5.5% |
(19.3%) |
Note: Periods ending December 31st unless otherwise noted. Performance is composite of institutional and individually managed accounts and may not be AIMR compliant. VAAM performance is net of trading costs and management fees.
|
