Quarterly Results vs. S&P 500
My
Portfolio
S&P
500
Relative
Results
2007 Q15.27%0.19%5.08%
2007 Q216.21%5.81%10.4%
2007 Q333.47%1.56%31.91%
2007 Q4-7.24%-3.82%-3.42%
2008 Q1-18.33%-9.92%-8.41%
2008 Q21.41%-3.23%4.64%
2008 Q3-26.09%-8.88%-17.21%
2008 Q4-8.26%-22.56%14.3%
2009 Q1-7.05%-11.67%4.62%
2009 Q231.93%15.22%16.71%
2009 Q319.93%14.98%4.95%
2009 Q4-0.64%5.49%-6.13%
2010 Q18.22%4.87%3.35%
2010 Q2-12.52%-11.86%-0.66%
2010 Q34.59%10.73%-6.14%
2010 Q47.4%10.21%-2.81%
2011 Q1-4.13%5.43%-9.56%
2011 Q2-6.63%-0.4%-6.23%
2011 Q3-19.97%-14.33%-5.64%
2011 Q414.57%11.14%3.43%
2012 Q123.38%12.01%11.37%
2012 Q2-5.96%-3.29%-2.67%
2012 Q34.87%5.76%-0.89%
2012 Q43.1%-1.01%4.11%
2013 Q12.29%10.03%-7.74%
2013 Q21.65%2.37%-0.72%
2013 Q39.03%4.69%4.34%
2013 Q46.67%9.92%-3.25%
2014 Q110.34%1.29%9.05%
2014 Q28.4%4.7%3.7%
2014 Q33.94%0.62%3.32%
2014 Q42.85%4.39%-1.54%
2015 Q11.29%0.44%0.85%
2015 Q21.74%-0.23%1.97%
2015 Q3-7.1%-6.94%-0.16%
2015 Q45.16%6.46%-1.3%
2016 Q1-0.6%0.78%-1.38%
2016 Q20.17%1.9%-1.73%
2016 Q35.13%3.31%1.82%
2016 Q48.04%3.26%4.78%
2017 Q19.39%5.53%3.86%
2017 Q20.8%2.57%-1.77%
2017 Q33.85%4.79%-0.94%
2017 Q48.75%6.12%2.63%
Composite198.36%90.09%108.26%
200751.46%3.55%47.91%
2008-43.84%-38.49%-5.35%
200946.13%23.44%22.68%
20106.34%12.8%-6.46%
2011-17.92%-0.02%-17.91%
201225.45%13.41%12.04%
201320.93%29.62%-8.69%
201427.86%11.39%16.47%
20150.68%-0.72%1.4%
201613.09%9.55%3.54%
201724.53%20.37%4.16%
20180%0%0%