Value Architects Asset Management Performance Summary


VAAM vs. Balanced Index
Calendar Year 2000 -2009

 

2005

2006

2007

 2008

09/30/09 YTD

  VAAM

8.8%

10.3%

4.7%

(19.0)%

18.0%

  Balanced Index

3.2%

9.1%

4.2%

(22.7)%

12.3%

  VAAM vs. Balanced Index 2009

Note: Periods ending December 31 unless otherwise noted. 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 All Cap Equity Performance
Calendar Year 2000 - 2009

 

2000

2001

2002

2003

2004

2005

2006

2007

2008

YTD
09/30/09

VAAM

11.4%

6.9%

(16,9%)

24.9%

15.9%

14.6%

20.1%

1.5%

(31.0%)

19.5%

Russell 3000

(7.5%)

(11.5%)

(21.5%)

31.0%

11.9%

6.1%

15.7%

5.1%

(37.3%)

21.2%

DJIA

(6.2%)

(7.1%)

(16.8%)

25.3%

3.1%

(0.6%)

16.3%

6.4%

(33.8%)

10.7%

S&P 500

(9.1%)

(11.9%)

(22.1%)

28.7%

10.9%

4.9%

15.8%

5.5%

(37.0%)

19.3%

 VAAM all cap equity performance 2000 - 2009

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.