HISTORICAL PERFORMANCE
Below are our firm’s annual consumer investment returns for the past several years. To put these numbers in perspective, we are also providing the returns of the S&P 500 and NASDAQ indices for the same periods as reported in the Wall Street Journal1. We did not include the Dow Jones index because it is not generally used in comparative analysis as it contains only 30 stocks and is therefore not an indication of the broader market. Whereas the S&P contains 500 stocks and the NASDAQ contains 2,781. The returns shown are all Time Weighted Returns (TWR). TWR eliminates the effect of contributions and withdrawals so that it can be more appropriately compared to a market index.
| Calendar Year | Nelson & Associates Returns 2 | S&P 500 Index Returns | NASDAQ Composite Index Returns | 1/1/11- 12/31/11 | -21.75 | -0.00 | -1.83 | 2010 | 12.00 | 12.80 | 16.90 |
|---|---|---|---|
| 2009 | 3.65 | 23.50 | 43.90 |
| 2008 | -17.73 | -38.50 | -40.50 |
| 2007 | 13.03 | 5.49 | 9.81 |
| 2006 | 13.58 | 15.79 | 9.52 |
| 2005 | 5.67 | 4.91 | 1.37 |
1 The indices are provided as indicators of market conditions only, and our firm’s style and strategies are not intended to match those of the reported indices.
2 The Nelson & Associates Returns are an average of all portfolios managed by the Company and reflect the deduction of advisory fees, brokerage and other commissions and include the reinvestment of dividends and capital gains on all accounts. A portfolio’s performance may differ depending on the style and makeup of the portfolio. This data represents past performance and should not be considered indicative of future results. Current performance may be lower or higher than that shown. Investment return and principal will fluctuate, so that a client's initial investment may increase or decrease.