Performance

Home Investment Discipline Insulation from Volatility Holdings Biographies Performance Quarterly Commentary

 

 

CARR & ASSOCIATES RETURN/RISK COMPARISONS
FROM INCEPTION, JUNE, 1989 TO MARCH 31, 2010

Index

 Return

Risk

Sharpe Measure

Carr & Associates 6.75      5.62   0.49
S&P 500    8.73    14.94     0.32  
Citigroup High Grade LT Bonds    8.04    8.80  0.46
60%S&P 500/40% LG/C    8.41     9.29    0.47  
Lehman Government/Credit Bonds    7.20      4.49      0.71   
90-Day Treasuries    4.00     1.29  0.00

Quarterly Returns          Monthly Returns      Benchmarks       Footnotes        Home Page