Green Investing Returns
These green investing returns are net of all fees and expenses
| Year | Moderate Growth | Long Term Growth | S&P 500 |
|---|---|---|---|
| 2011 (as of 3/31) | 11.9% | 15.13% | 5.9% |
| 2010 | 19.99% | 27.54% | 15.1%" |
| 2009 | 24.6% | 43.8% | 26.5% |
| 2008 | -47.1% | -57.8% | -47.7% |
| 2007 | + 7.11 | + 19.46 | + 5.5% |
| 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, midterm 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 clean green stocks 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.
