Since 2006, this portfolio has returned 74.5%, outperforming the market by 59.0%.
Year | Portfolio | MSCI (EAFE) |
2007 | 95.0% | 10.0% |
2008 | -63.0% | -42.1% |
2009 | 35.6% | 27.0% |
2010 | 31.9% | 5.3% |
2011 | -22.6% | -14.9% |
2012 | 15.0% | 14.8% |
Year | Portfolio | MSCI (EAFE) |
2013 | 11.0% | 18.0% |
2014 | -9.0% | -9.3% |
2015 | -1.6% | -3.5% |
2016 | 9.5% | -1.7% |
2017 | 13.9% | 21.8% |
2018 | -15.6% | -16.4% |
Year | Portfolio | MSCI (EAFE) |
2019 | 20.5% | 18.1% |
2020 | 6.0% | 5.1% |
2021 YTD | 13.7% | 8.3% |