SEPARATELY MANAGED ACCOUNTS - COMPOSITE PERFORMANCE
SMALL CAP GROWTH COMPOSITE
Created on January 1, 1994, the Winslow Small Cap Growth 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 Benchmark is the Russell 2000 Growth Index. Past performance does not guarantee future results. The Russell 2000 Growth Index is an unmanaged index that consists of those companies in the Russell 2000 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 |
1-year |
3-year* |
5-year* |
10-year* |
Since
Inception** |
Winslow Small Cap
Growth Composite |
(22.19) |
(35.73) |
(5.50) |
1.08 |
11.38 |
10.23 |
Russell 2000
Growth Index |
(6.99) |
(17.07) |
1.45 |
6.64 |
4.67 |
5.08 |
*Annualized. **Annualized since inception (January 1994). Estimated performance - Q3 audit in progress.
Quarterly & Annual Returns (%) as of 9/30/08 – Net Of Fees
| |
Q1 |
Q2 |
Q3 |
Q4 |
Annual Return |
|
2008 |
(26.38) |
4.92 |
(22.19) |
-- |
-- |
|
Benchmark |
(12.83) |
4.47 |
(6.99) |
-- |
-- |
|
2007 |
(2.10) |
19.53 |
-1.45 |
6.93 |
23.29 |
|
Benchmark |
2.48 |
6.69 |
0.02 |
-2.10 |
7.05 |
|
2006 |
19.63 |
(8.59) |
(4.69) |
8.31 |
12.89 |
|
Benchmark |
14.36 |
(7.25) |
(1.76) |
8.77 |
13.35 |
|
2005 |
(9.22) |
8.76 |
8.74 |
0.86 |
8.27 |
|
Benchmark |
(6.83) |
3.48 |
6.32 |
1.61 |
4.15 |
|
2004 |
0.52 |
(2.02) |
(5.72) |
19.27 |
10.74 |
|
Benchmark |
5.58 |
0.09 |
(6.01) |
15.08 |
14.31 |
|
2003 |
(0.50) |
43.91 |
16.61 |
5.10 |
75.50 |
|
Benchmark |
(3.88) |
24.15 |
10.47 |
12.68 |
48.54 |
|
2002 |
(5.36) |
(21.86) |
(22.93) |
4.13 |
(40.66) |
|
Benchmark |
(1.96) |
(15.70) |
(21.52) |
7.51 |
(30.26) |
|
2001 |
(28.94) |
29.43 |
(34.45) |
30.61 |
(21.26) |
|
Benchmark |
(15.20) |
17.97 |
(28.08) |
26.16 |
(9.23) |
|
2000 |
58.25 |
(9.48) |
17.70 |
(27.31) |
22.57 |
|
Benchmark |
9.28 |
(7.37) |
(3.97) |
(20.20) |
(22.43) |
|
1999 |
(5.04) |
16.30 |
24.92 |
74.22 |
140.36 |
|
Benchmark |
(1.68) |
14.75 |
(4.92) |
33.39 |
43.09 |
|
1998 |
21.62 |
(16.06) |
(26.14) |
21.22 |
(8.60) |
|
Benchmark |
11.88 |
(5.74) |
(22.36) |
23.64 |
1.23 |
|
1997 |
(6.84) |
16.60 |
16.02 |
(2.38) |
23.02 |
|
Benchmark |
(10.49) |
17.55 |
16.92 |
(8.20) |
12.95 |
|
1996 |
8.19 |
12.21 |
(1.93) |
9.06 |
29.85 |
|
Benchmark |
5.74 |
(4.46) |
13.62 |
11.96 |
11.26 |
|
1995 |
5.38 |
6.29 |
1.20 |
3.92 |
17.79 |
|
Benchmark |
5.48 |
9.92 |
11.37 |
1.48 |
31.04 |
|
1994 |
1.35 |
(0.64) |
2.53 |
(2.26) |
0.91 |
|
Benchmark |
(4.07) |
(6.28) |
9.32 |
(0.74) |
(2.43) |
> View Performance Before Fees
For further details, please refer to the Small Cap Growth Composite full disclosure statement.
Past performance is not indicative of future results.
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