|
Returns are net of all
fees and expenses
| Year |
Moderate
Growth |
Long
Term Growth |
S&P
500 |
| '07 as of
10/31 |
+14.75% |
+ 26.54% |
+ 10.67% |
| 2006 |
1.03 |
1.23 |
15.8 |
| 2005 |
2.36 |
2.28 |
4.91 |
| 2004 |
8.04 |
10.87 |
10.88 |
| 2003 |
19.81 |
22.34 |
28.63 |
| 2002 |
-8.59 |
-11.11 |
-23.37 |
| 2001 |
-6.52 |
-15.32 |
-11.89 |
| 2000 |
|
-28.51 |
-9.28 |
| 1999 |
|
38.31 |
21.03 |
| 1998 |
|
24.3 |
28.58 |
| 1997 |
|
33.24 |
33.36 |
| 1996 |
|
14.42 |
22.97 |
* The RMHI results have been prepared and presented in
compliance with the AIMR standards for the period January 1, 1996 to the
present. Results after January 1, 1996 are the Time Weighted rate
of return average of all fully-discretionary portfolios under management
by RMHI for the entire stated time period or one calendar year.
Discretionary accounts include accounts with no restrictions and also
accounts with minor restrictions that affect up to a maximum of 20% of
the account's value based on the cost of the restricted securities at
time of purchase by other similarly managed accounts. 1997 results
to the present reflect qualifying accounts with values greater than
$10,000.
Results are net of commissions and trading expenses, margin
interest, include reinvestment of capital gains, dividends and
interest. Actual results of an individual account may be
materially different from the performance shown herein because of
differences in inception date, mid term initial investments,
restrictions, diversification, investment class selection, fees and other factors.
Returns are net of all fees and expenses and represent the returns of approximately
90% of all RMHI accounts managed by RMHI during the entire stated time period.
Results exclude non-discretionary accounts. RMHI continually advises its clients that future performance may not equal past performance and may not be profitable at all since financial markets always contain a degree of risk.
RMHI advises its clients that future performance may not equal
past performance and may not be profitable at all since financial
markets always contain some degree of risk.
Rocky Mountain Humane Investing is owned by Rocky
Mountain Humane Investing Corporation, a Colorado corporation,
("RMHI").
Investment screening experience pre-dates the formation of Rocky Mountain Humane Investing. Screening and management was performed while at a national brokerage firm.
|