Our Multi-Year Investment Performance
Affiliated Investment Advisors, Inc.
Performance History
Percent Return per Year - All Accounts
|
Year |
All Accounts |
Nasdaq |
S&P 500 |
Dow Jones |
|
1998 |
31.12 |
39.62 |
26.70 |
16.10 |
|
1999 |
121.96 |
85.58 |
19.52 |
25.21 |
|
2000 |
27.09 |
-39.29 |
-10.14 |
-6.17 |
|
2001 |
-27.96 |
-21.05 |
-13.04 |
-7.10 |
|
2002 |
-20.06 |
-31.53 |
-23.37 |
-16.76 |
|
2003 |
45.40 |
50.01 |
26.38 |
25.32 |
|
2004 |
6.99 |
8.59 |
8.99 |
3.15 |
|
2005 |
14.52 |
1.37 |
3.00 |
-0.61 |
|
2006 |
-1.83 |
9.52 |
13.62 |
16.29 |
|
2007 |
13.72 |
9.81 |
3.53 |
6.43 |
|
2008 |
13.64 |
-40.54 |
-38.49 |
-33.84 |
|
2009 |
24.08 |
43.89 |
23.45 |
18.82 |
|
2010 |
22.46 |
16.91 |
12.78 |
11.02 |
|
Total Multi-Year Return as % |
631.64 |
68.92 |
29.63 |
46.40 |
|
Total Multi-Year Return Annualized as % |
16.54 |
4.12 |
2.02 |
2.98 |
PAST PERFORMANCE RESULTS ARE NOT INDICATIVE OF FUTURE PERFORMANCE RETURNS. INVESTING IN STOCKS AND BONDS INHERENTLY CARRIES A RISK OF LOSS OF ORIGINAL INVESTMENT AND/OR PRINCIPAL BUT ALSO PROVIDES THE OPPORTUNITY FOR GAIN
AFFILIATED INVESTMENT ADVISORS, INC. IS A TRADITIONAL INVESTMENT ADVISOR WHICH DOES NOT ENGAGE IN LEVERAGING AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS. ALL INVESTMENTS ARE LIQUID ON A DAILY BASIS, CAN BE SOLD IMMEDIATELY AND ARE EXCHANGE TRADED STOCKS AND BONDS ON NATIONAL EXCHANGES THAT PROVIDE DAILY OR PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS. ALL CLIENT FUNDS ARE HELD IN INDIVIDUAL SEGREGATED ACCOUNTS BY THIRD PARTY CUSTODIANS WHO ALSO INDEPENDENTLY PROVIDE TO EACH CLIENT ACTIVITY REPORTS AND TRADE CONFIRMS.
AFFILIATED INVESTMENT ADVISORS, INC. IS NOT AN "ALTERNATIVE" INVESTMENT VEHICLE COMMONLY KNOWN AS A HEDGE FUND AND IS THEREFORE NOT EXPOSED TO ADDITIONAL SUBSTANTIAL RISKS THAT ARE COMMON TO HEDGE FUNDS.