| Year | Fund Value | Portfolio Ret | SP500 Return | Year | Fund Value | Portfolio Ret | SP500 Return |
|---|---|---|---|---|---|---|---|
| Beginning Deposit | $ 100,000.00 | 0.0% | 0.0% | Year End ’08 | $ 316,112.38 | -30.1% | -38.5% |
| Year End ’95 | $ 105,896.00 | 5.9% | 34.1% | Year End ’09 | $ 384,412.79 | 21.6% | 23.5% |
| Year End ’96 | $ 142,513.00 | 34.6% | 20.3% | Year End ’10 | $ 424,795.69 | 10.5% | 12.8% |
| Year End ’97 | $ 210,939.00 | 48.0% | 31.0% | Year End ’11 | $ 425,794.15 | 0.2% | 0.0% |
| Year End ’98 | $ 427,562.85 | 102.7% | 26.7% | Year End ’12 | $ 473,130.33 | 11.1% | 13.4% |
| Year End ’99 | $ 584,959.00 | 36.8% | 19.5% | Year End ’13 | $ 608,947.59 | 28.7% | 29.6% |
| Year End ’00 | $ 394,985.41 | -32.5% | -10.1% | Year End ’14 | $ 667,380.27 | 9.6% | 11.4% |
| Year End ’01 | $ 368,104.20 | -6.8% | -13.0% | Year End ’15 | $ 677,348.48 | 1.5% | -0.7% |
| Year End ’02 | $ 307,912.01 | -16.4% | -23.4% | Year End ’16 | $ 740,372.06 | 9.3% | 9.5% |
| Year End ’03 | $ 377,513.70 | 22.6% | 26.4% | Year End ’17 | $ 919,657.37 | 24.2% | 19.4% |
| Year End ’04 | $ 405,952.80 | 7.5% | 9.0% | Year End ’18 | $ 915,351.94 | -0.5% | -6.2% |
| Year End ’05 | $ 396,355.52 | -2.4% | 3.0% | Year End ’19 | $ 1,313,941.23 | 43.5% | 28.3% |
| Year End ’06 | $ 438,163.58 | 10.5% | 13.6% | Year End ’20 | $ 1,514,324.93 | 15.3% | 16.3% |
| Year End ’07 | $ 452,124.18 | 3.2% | 3.5% | Year End ’21 | $ 1,695,044.63 | 11.9% | 26.9% |
| Year End ’22 | $ 1,325,303.76 | -21.8% | -19.4% |
2023-09-04
Investment Club
Investment Club Historical Performance
Investment Club Dividends
Portfolio Returns Compared to S&P 500
