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Performance – Equity Quality Return

 

Calendar Year Returns

 

EQR (Gross of Fees)

Net of Fees

S&P 500

2000 (4/3)

42.2%

40.9%

-11.1%

2001

25.8%

24.2%

-11.9%

2002

-4.5%

-5.7%

-22.1%

2003

18.6%

17.1%

28.7%

2004

9.3%

8.0%

10.9%

2005

-0.2%

-1.4%

4.9%

2006

17.9%

16.4%

15.8%

2007

4.3%

3.0%

5.5%

2008

-13.8%

-14.9%

-37.0%

2009

29.1%

27.5%

26.5%

2010

20.1%

18.6%

15.1%

2011

4.7%

3.4%

2.1%

2012

12.9%

11.5%

16.0%

2013

26.8%

25.3%

32.4%

2014

14.2%

12.8%

13.7%

2015

0.7%

-0.6%

4.0%

2016

10.4%

9.1%

12.0%

2017 (9/30)

8.7%

7.7%

14.2%

Annualized Since Inception

12.2%

10.8%

5.0%

       
       

Value of $10,000 Invested at Inception

       
performance chart

“Total Return" performance includes unrealized gains, realized gains, dividends, interest, and the re-investment of all income. Past performance is not indicative of future results.

Performance information is provided by ACR Alpine Capital Research LLC who provides investment management services for accounts established directly with Alpine Private Capital.

       

Download the performance disclosure and composite description. (PDF format)