Quantitative Investment Solutions
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Performance Summary
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As of market close January 5, 2009 |
NorthStar StockCompass™ |
S&P 500 with dividends |
Russell 2000 |
Total Return since July 3, 2006 |
+7.5% |
–23.7% |
–30.9% |
Annualized Return since July 3, 2006 |
+2.9% |
–10.2% |
–13.7% |
2009 Return Year-To-Date |
–1.2% |
+2.7% |
+1.1% |
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Please review the full Performance Report for an in-depth analysis
The figure above presents our live-trading performance, as of January 5, 2009, relative to key market indices since inception (July 3, 2006). The vertical axes reflect the value of an initial investment of $10,000 in terms of dollars and percentage change. The chart is logarithmic, with vertical scale compressed to show changes in percentage terms. A rise from $5,000 to $6,000 takes the same space as a rise from $10,000 to $12,000, since both are 20% changes. |