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 |
Compounded Total Return % |
403.78% |
184.53% |
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Standard Deviation |
9.31% |
18.01% |
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**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.
Please read our disclaimer.
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.