SEPARATELY MANAGED ACCOUNTS - COMPOSITE PERFORMANCE
GREEN SOLUTIONS COMPOSITE
Created on October 27, 2003, the Winslow Green Solutions Composite measures the performance of a group of similarly managed, fully discretionary non-taxable equity accounts (click here for a complete definition and related disclosure). The Composite's Benchmark is the Russell Midcap Growth Index. Past performance does not guarantee future results. The Russell Midcap Growth Index is an unmanaged index that consists of those companies in the Russell Midcap Index whose price-to-book ratios and forecasted growth values are above-average for that index.
Average Annual Returns (%) As Of 9/30/08 – Net Of Fees
| |
Q2 |
YTD |
1-year |
3-year* |
Since
Inception** |
| Winslow Green Solutions Composite |
(18.84) |
(31.56) |
(22.06) |
5.89 |
9.28 |
Russell Midcap
Growth Index |
(17.75) |
(23.35) |
(24.65) |
(0.75) |
4.98 |
*Annualized. **Annualized since inception (October 2003). Estimated performance - Q3 audit in progress.
Quarterly & Annual Returns (%) As Of 9/30/08 – Net Of Fees
| |
Q1 |
Q2 |
Q3 |
Q4 |
Annual Return |
|
2008 |
(19.36) |
4.86 |
(18.84) |
-- |
-- |
|
Benchmark |
(10.95) |
4.65 |
(17.75) |
-- |
-- |
|
2007 |
6.06 |
20.16 |
4.27 |
13.87 |
51.31 |
|
Benchmark |
3.96 |
6.74 |
2.15 |
-1.70 |
11.43 |
|
2006 |
21.33 |
(6.35) |
(4.40) |
8.61 |
17.44 |
|
Benchmark |
7.61 |
(4.69) |
0.89 |
6.95 |
10.66 |
|
2005 |
(4.33) |
11.58 |
13.34 |
(2.44) |
18.04 |
|
Benchmark |
(1.67) |
3.43 |
6.55 |
3.44 |
12.10 |
|
2004 |
0.90 |
4.33 |
(6.38) |
11.00 |
9.31 |
|
Benchmark |
4.38 |
1.05 |
(4.33) |
13.94 |
15.48 |
|
2003 |
-- |
-- |
-- |
(1.57)* |
(1.57) |
|
Benchmark |
-- |
-- |
-- |
3.80 |
3.80 |
Note: Abbreviated performance figures for Q4, 2003; composite inception date October 27, 2003.
> View Performance Before Fees
For further details, please refer to the Green Solutions Composite full disclosure statement.
Past performance is not indicative of future results.
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