How Have We Done?


Altruistic Balanced Income Index

The strategy's primary objective is current income. Capital appreciation is a secondary objective. In general, the strategy will allocate capital to assets that provide current yield. Total portfolio risk is equally allocated to dividend paying stocks, REITs, and high yield bonds. The strategy dynamically allocates across assets as correlations and volatilities change.

Year
Altruistic Balanced Income Index
Hypothetical $10K ABII
S&P 500 Index
Hypothetical $10K S&P 500
2001
10.28%
$11,028.04
-11.89%
$8,811.00
2002
-0.94%
$10,924.07
-22.10%
$6,863.77
2003
27.99%
$13,982.16
28.68%
$8,832.30
2004
15.33%
$16,125.64
10.88%
$9,793.25
2005
6.18%
$17,121.66
4.91%
$10,274.10
2006
17.14%
$20,056.24
15.79%
$11,896.38
2007
3.76%
$20,810.46
5.49%
$12,549.49
2008
-6.32%
$19,495.74
-36.79%
$7,932.53
2009
27.57%
$24,870.90
26.46%
$10,031.48
2010
16.93%
$29,080.36
15.06%
$11,542.22
2011
10.38%
$32,099.91
2.11%
$11,785.76
2012
12.02%
$35,957.44
15.99%
$13,670.31
2013
5.35%
$37,880.73
32.39%
$18,098.12
2014
9.29%
$41,399.51
13.69%
$20,575.75
2015
-2.39%
$40,408.01
1.38%
$20,859.70
2016
13.22%
$45,750.79
11.96%
$23,354.52
2017
10.11%
$50,377.72
21.83%
$28,452.81

**Standard Deviation is a measure of risk and volatility. When an index has a high standard deviation, the predicted range of performance is wide, implying greater volatility and risk. In other words, a higher number means more risk.

 

The S&P 500 Index is the leading stock market index in the U.S. It is based on the market capitalizations of 500 companies with common stock listed on either the NYSE or NASDAQ. The components and their weights are set by the S&P Dow Jones Indices. The S&P is known for the diversity of its constituency, and is considered one of, if not the, best representations of the stock market.