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 |
2018 |
-2.9% |
$48,916.77 |
-6.23% | $26,680.20 |
Compounded Total Return % |
403.78% |
184.53% |
||
Standard Deviation |
9.31% |
18.01% |
**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.