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PERFORMANCE
Yearly %
2003 - 2009 Yearly Average Return
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S&P500 |
MCM Growth |
MCM Aggressive Growth |
| 2003 |
28.7% |
49% |
68% |
| 2004 |
10.9% |
2.2% |
2.5% |
| 2005 |
4.9% |
15.4% |
15.4% |
| 2006 |
15.8% |
0% |
0% (sabbatical)
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| 2007 |
5.5% |
38% |
58% |
| 2008 |
-37% |
-36% |
-36% |
| 2009 |
23.5% |
42% |
42% |
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S&P500 |
MCM Growth |
MCM Aggressive Growth |
6-7yr
ave |
7.7% |
18.4% |
24.9% |
3yr
ave |
-2.6% |
14.6% |
21.3% |
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Summation:
Notes:
- Past performance is no guarantee of future performance. Investments may lose all or part of their value.
- Returns are net of all fees and commissions.
- Summation chart is indicative of a tax deferred account.
- McGehee Capital took a sabbatical in 2006.
- Rounding of numbers has been used.
- In years 2009, 2008 the Growth and the Aggressive Growth portfolios were invested the same.
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