Contact us
11615 Angus Rd.
Suite 104K
Austin, TX 78759
Phone
(512) 346-9705 (office)
(512) 626-5491 (mobile)
Email
jg@freedombusiness.com |
Copyright © 2005
Freedom Portfolio Services,
All rights reserved.
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Performance
Year
|
Freedom Portfolio Services Combined
Portfolio * |
S&P 500
adjusted for dividends |
| 1998 (6 mo.) |
+25.3% |
+9.23% |
| 1999 |
+49.24% |
+21.04% |
| 2000 |
-7.40% |
-9.11% |
| 2001 |
-6.80% |
-11.88% |
| 2002 |
-26.44% |
-22.10% |
| 2003 |
+37.15% |
+28.69% |
| 2004 |
+4.41% |
+10.88% |
| 2005 |
+3.39% |
+4.91% |
| 2006 |
+13.90% |
+15.79% |
| 2007 |
-4.17% |
+5.49% |
| 2008 |
-32.93% |
-37.00% |
| 2009 |
53.08% |
26.46% |
| Compounded Yearly Return |
+6.12% |
1.62% |
*Yearly comparative returns: Freedom Portfolio Services
(FPS) combined portfolio versus S&P 500. Past performance is no guarantee
of future results. Comparative returns presented include returns of the holding company Freedom Management
Corp. between June 1998 and December 1999 and those for Freedom Portfolio
Services' combined portfolios excluding the Freedom Capital Fund, Ltd.
from there onward. For an explanation and description of our
performance information methodology used in this table please contact
us.
*Past performance is no guarantee of future results. Results do not include taxes. Comparative 10,000 dollar investment with Freedom Portfolio Services versus S&P 500 between end of 1998 and the close of the most recent year. All returns include reinvestment of dividends. For an explanation and description of our performance information methodology used in this brochure please contact us directly.
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