CM
Value I Composite
Year by Year Total Account (Stocks, Bonds and Cash)
Year |
Average
CM
Total Account
Gross of Fees |
Average
CM
Total Account
Net of Fees |
S&P
500
ADJ Index** |
| 09-16-74
to 12/31/1974 |
4.69% |
4.23% |
5.15% |
| 1975 |
5.91% |
3.25% |
37.30% |
| 1976 |
42.62% |
40.24% |
23.96% |
| 1977 |
22.17% |
20.22% |
-7.43% |
| 1978 |
16.99% |
14.65% |
6.47% |
| 1979 |
30.89% |
28.81% |
18.47% |
| 1980 |
26.02% |
24.12% |
32.40% |
| 1981 |
16.18% |
14.63% |
-5.01% |
| 1982 |
20.85% |
19.33% |
21.57% |
| 1983 |
29.45% |
27.71% |
22.59% |
| 1984 |
8.17% |
6.60% |
6.39% |
| 1985 |
25.20% |
23.52% |
31.95% |
| 1986 |
30.34% |
28.65% |
19.08% |
| 1987 |
9.08% |
7.75% |
5.22% |
| 1988 |
18.44% |
17.06% |
16.57% |
| 1989 |
14.43% |
13.06% |
31.65% |
| 1990 |
-8.03% |
-9.17% |
-3.14% |
| 1991 |
15.27% |
13.94% |
30.45% |
| 1992 |
8.41% |
7.11% |
7.62% |
| 1993 |
11.82% |
10.48% |
10.09% |
| 1994 |
3.89% |
2.82% |
1.27% |
| 1995 |
15.38% |
14.16% |
37.53% |
| 1996 |
24.18% |
22.86% |
22.99% |
| 1997 |
19.28% |
17.97% |
33.34% |
| 1998 |
3.31% |
2.17% |
28.57% |
| 1999 |
33.47% |
32.14% |
21.03% |
| 2000 |
45.05% |
43.62% |
-9.15% |
| 2001 |
11.07% |
10.00% |
-11.92% |
| 2002 |
0.49% |
-0.43% |
-22.14% |
| 2003 |
26.49% |
25.29% |
28.62% |
| 2004 |
10.15% |
9.07% |
10.92% |
| 2005 |
11.54% |
10.46% |
4.88% |
| 2006 |
15.52% |
14.31% |
15.80% |
| 2007 |
-4.40% |
-5.41% |
5.48% |
| 2008 |
-32.86% |
-33.49% |
-37.03% |
| 2009 |
25.28% |
24.17% |
26.50% |
| 2010 |
12.92% |
11.91% |
14.79% |
36.25 Years
- Annualized
From Inception |
14.74% |
13.33% |
11.87% |
IMPORTANT
PERFORMANCE DISCLOSURES
PLEASE READ
CENTURY MANAGEMENT CLAIMS COMPLIANCE WITH GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS®). USD IS THE CURRENCY USED TO EXPRESS RETURNS. THE YEAR-BY-YEAR PERFORMANCE RETURNS FROM SEPTEMBER 16, 1974, THROUGH DECEMBER 31, 2010, WERE PREPARED BY CENTURY MANAGEMENT AND PRESENTED TO AND EXAMINED BY ASHLAND PARTNERS. ASHLAND PARTNERS CONTINUES TO VERIFY THE COMPLIANCE OF CENTURY MANAGEMENT WITH THE REQUIREMENTS OF GIPS® ON A FIRM-WIDE BASIS ON A QUARTERLY BASIS. THIS QUARTERLY VERIFICATION IS GENERALLY ONE TO TWO QUARTERS IN ARREARS OF THE MOST RECENT PERFORMANCE INFORMATION PRESENTED. TO SEE THE LATEST VERIFICATION PLEASE CLICK ON OUR MOST RECENT VERIFICATION.
PAST PERFORMANCE OF MARKETS, COMPOSITES, OR ANY INDIVIDUAL SECURITIES MAY NOT BE INDICATIVE OF FUTURE RESULTS
**Source
of index returns: FT Interactive Data Corp.
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