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KAM Performance |
| 2003 |
+61.5% |
+28.7% |
| 2004 |
+24.0% |
+10.9% |
| 2005 |
+15.8% |
+4.9% |
| 2006 |
+14.4% |
+15.8% |
| 2007 |
-4.1% |
+5.5% |
| 2008 |
-36.9% |
-37.0% |
| 2009 |
+41.6% |
+26.5% |
| Value of $1 invested |
$2.27 |
$1.46 |
| Annualized rate of return |
+12.4% |
+5.5% |
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The performance of the S&P 500 Index with dividends reinvested is provided to give an indication of overall market conditions, but is not a useful benchmark in comparing performance.
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KAM’s performance is the performance of the model portfolio before advisory fees. Client accounts will track the model portfolio closely.
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KAM’s results reflect the reinvestment of dividends and interest, as do the results of the S&P 500 Index.
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Past performance does not guarantee future results.
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