Assets and Performance
 

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Individual portfolio management returns

These are the returns for the combined sum of all individual portfolios managed by us.
  > see returns for the Freedom Capital Fund

Year
Consolidated returns* S&P 500 adjusted for dividends
1998 (6 mo.) +25.30% +9.23%
1999 +49.24% +21.04%
2000 -7.40% -9.11%
2001 -6.80% -11.88%
2002 -26.44% -22.10%
2003 +37.15% +28.69%
2004 +4.41% +10.88%
2005 +3.39% +4.91%
2006 +13.90% +15.79%
2007 -4.17% +5.49%
Total +7.10% +4.96%

 

FMC results
S&P 500 index

*1. Past returns do not guarantee future results
2. Results net of management fees and trading commissions
3. Actual results may vary depending on date of purchase and sale of shares
4, Total compounded yearly



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