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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.

 

 


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