Monday, June 22, 2009

Growth Portfolio Ends First Year with 10.5% Outperformance

After a wild year that saw the market drop nearly 30%, Stone Fox is pleased to report that our Growth Portfolio outperformed the market by over 10.5%. The figure below includes 2% fees while Stone Fox only charges 1% hence the difference. Considering the Growth Portfolio typically outperforms in up markets it is encouraging that it did relatively well this last year. In fact, over the last 3-6 month periods it is up 30% more then the market.

In real terms though, it was a disappointing year as nobody wants to lose 19% of their money no matter what the market does. We look forward to a much better 2nd year though it's started off just like last year considering the markets dropped 3% today. Lets just hope this isn't a repeat of last year.



RETURNS
Last Week -1.17%
Last Month 7.57%
Last 3 Months 52.41%
Last 6 Months 35.44%
Last 12 Months -19.98%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -19.98%
(Annualized) -19.93%
S&P500 RETURNS
Last Week -2.62%
Last Month 2.16%
Last 3 Months 20.60%
Last 6 Months 5.25%
Last 12 Months -29.53%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -29.53%
(Annualized) -29.46%
RETURNS VS S&P500
Last Week 1.46%
Last Month 5.41%
Last 3 Months 31.82%
Last 6 Months 30.19%
Last 12 Months 9.55%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 9.55%
(Annualized) 9.53%

No comments: