Year | First Quarter |
Second Quarter |
Third Quarter |
Fourth Quarter |
Year-End Return |
Year-End | |||
60% Russell 2000 Value/ 40% Barclays US Govt Credit |
S&P 500 |
Russell 2000 Value |
|||||||
2019 | 11.54% | -0.90% | 1.97% | 6.44% | 19.97% | 17.78% | 31.49% | 22.41% | |
2018 | -3.05% | 3.20% | 2.27% | -9.13% | -7.04% | -7.70% | -4.39% | -12.87% | |
2017 | 6.47% | 3.66% | 0.75% | 1.33% | 12.67% | 6.42% | 21.84% | 7.84% | |
2016 | -1.13% | 5.09% | 7.49% | 2.97% | 15.00% | 19.99% | 11.97% | 31.74% | |
2015 | -1.94% | 0.12% | -10.71% | -3.34% | -15.27% | -4.26% | 1.38% | -7.46% | |
2014 | -1.04% | 1.67% | -5.39% | -6.23% | -10.74% | 5.18% | 13.70% | 4.22% | |
2013 | 11.11% | 1.58% | -0.22% | 0.19% | 12.83% | 18.60% | 32.38% | 34.51% | |
2012 | 4.57% | 2.56% | 0.84% | 5.34% | 13.92% | 12.82% | 16.00% | 18.05% | |
2011 | 1.98% | 0.83% | -11.06% | -1.04% | -9.51% | 0.58% | 2.11% | -5.49% | |
2010 | 4.58% | -3.71% | 7.10% | 6.36% | 14.71% | 17.98% | 15.06% | 24.49% | |
2009 | -9.07% | 24.99% | 16.73% | 7.18% | 42.19% | 15.12% | 26.47% | 20.57% | |
2008 | -5.29% | -7.68% | 1.03% | -17.76% | -27.35% | -15.78% | -36.99% | -28.93% | |
2007 | 1.11% | 3.91% | -5.76% | -6.75% | -7.67% | -3.04% | 5.49% | -9.78% | |
2006 | 8.10% | -2.49% | 2.70% | 7.97% | 16.89% | 15.40% | 15.79% | 23.48% | |
2005 | 2.41% | 3.20% | 2.29% | 3.96% | 12.38% | 4.00% | 4.91% | 4.71% | |
2004 | 5.10% | 0.66% | 2.93% | 10.36% | 20.18% | 14.92% | 10.88% | 22.25% | |
2003 | -3.49% | 14.86% | 8.92% | 9.43% | 32.13% | 28.37% | 28.69% | 46.03% | |
2002 | 9.73% | -10.61% | -19.02% | 13.12% | -10.15% | -2.32% | -22.10% | -11.43% | |
2001 | 16.57% | 13.13% | -13.93% | 16.97% | 32.76% | 12.26% | -11.89% | 14.02% | |
2000 | 22.00% | 2.46% | 0.13% | -13.74% | 7.97% | 18.50% | -9.10% | 22.83% | |
1999 | -3.21% | 17.19% | -3.88% | 15.58% | 26.02% | -1.53% | 21.04% | -1.49% |
Composite Annual Disclosure Presentations