|
| Benchmark |
Quarter |
1997 |
1998 |
1999 |
2000 |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
|
1 |
-0.86 |
1.52 |
-1.20 |
2.68 |
3.20 |
-0.47 |
1.50 |
3.08 |
-0.67 |
-1.01 |
1.48 |
| LBGovt/Credit |
2 |
3.63 |
2.61 |
-1.09 |
1.45 |
0.67 |
3.75 |
3.52 |
-3.17 |
3.44 |
-0.14 |
-0.48 |
| Bonds |
3 |
3.51 |
4.95 |
0.54 |
2.87 |
4.76 |
5.69 |
-0.50 |
3.56 |
-0.97 |
3.95 |
3.01 |
|
4 |
3.21 |
0.13 |
-0.41 |
4.37 |
0.06 |
1.73 |
-0.02 |
0.81 |
0.59 |
1.03 |
|
|
ARR |
9.75 |
9.47 |
-2.15 |
11.84 |
8.90 |
11.02 |
4.68 |
4.21 |
2.34 |
3.77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
2.70 |
13.95 |
5.00 |
2.30 |
-11.84 |
0.28 |
-3.15 |
1.70 |
-2.15 |
4.21 |
0.64 |
| S&P 500 |
2 |
17.44 |
3.28 |
7.02 |
-2.64 |
5.86 |
-13.39 |
15.40 |
1.71 |
1.36 |
-1.44 |
6.28 |
| Equities |
3 |
7.46 |
-9.95 |
-6.25 |
-0.97 |
-14.66 |
-20.45 |
2.64 |
-1.87 |
3.61 |
5.67 |
2.03 |
|
4 |
2.85 |
21.28 |
14.88 |
-7.82 |
10.69 |
8.43 |
12.18 |
9.23 |
2.08 |
6.70 |
|
|
ARR |
33.29 |
28.53 |
21.02 |
-9.08 |
-11.65 |
-22.10 |
28.69 |
10.87 |
4.89 |
15.79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
-2.21 |
1.68 |
-2.81 |
2.41 |
4.60 |
-0.06 |
2.03 |
4.91 |
0.36 |
-3.72 |
-0.01 |
| Citigroup |
2 |
2.75 |
1.03 |
-3.57 |
0.43 |
0.24 |
4.44 |
5.59 |
-5.13 |
7.82 |
-2.06 |
-1.57 |
| HGLT Bonds |
3 |
5.08 |
6.88 |
-0.47 |
3.64 |
4.40 |
8.98 |
-2.13 |
6.93 |
-3.17 |
8.01 |
2.57 |
|
4 |
4.62 |
0.85 |
-0.79 |
5.88 |
0.87 |
2.16 |
-0.15 |
2.17 |
1.16 |
1.35 |
|
|
ARR |
12.96 |
10.74 |
-7.45 |
12.85 |
10.42 |
16.33 |
5.28 |
8.73 |
5.87 |
3.24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
2.84 |
9.41 |
2.74 |
0.38 |
1.57 |
0.11 |
0.38 |
0.06 |
N.A. |
N.A. |
N.A. |
| CSFB |
2 |
9.90 |
-5.00 |
14.98 |
-5.01 |
-0.59 |
-9.09 |
16.95 |
-0.41 |
N.A. |
N.A. |
N.A. |
| Convertible |
3 |
8.70 |
-16.59 |
-4.95 |
2.60 |
-14.86 |
-18.75 |
1.34 |
-4.38 |
N.A. |
N.A. |
|
| Preferreds |
4 |
-0.13 |
9.83 |
37.07 |
-8.54 |
5.69 |
14.16 |
16.43 |
N.A |
N. A. |
N.A. |
|
|
ARR |
22.69 |
-2.58 |
53.90 |
-10.52 |
-9.14 |
-15.60 |
38.51 |
N.A |
N.A. |
N.A. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1 |
1.31 |
8.90 |
2.59 |
2.57 |
-5.92 |
0.03 |
-1.24 |
2.26 |
-1.54 |
2.10 |
0.99 |
| 60%S&P500 |
2 |
11.78 |
3.03 |
3.76 |
-1.01 |
3.83 |
-7.87 |
10.57 |
-0.26 |
2.21 |
-0.91 |
3.56 |
| 40%LGC |
3 |
5.93 |
0.96 |
-3.57 |
0.62 |
-7.19 |
-9.13 |
1.44 |
0.29 |
1.79 |
4.97 |
2.45 |
|
4 |
3.04 |
12.50 |
8.60 |
-3.00 |
6.41 |
5.94 |
7.21 |
5.82 |
1.50 |
4.41 |
|
|
ARR |
23.61 |
21.24 |
11.38 |
-0.91 |
-3.52 |
-9.54 |
18.76 |
8.25 |
3.96 |
10.88 |
|
Home
Page Footnotes |