2006 Performance Recap
We closed out 2006 with solid performance across most Strategies. See the attached for a complete recap (click to enlarge). A few highlights:
The following equity strategies outperformed the 13.6% return for the S&P 500 Index for 2006: Select REIT (+32.5%), Focused International Equity (+27.9%), Focused Analyst Growth (+24.3%), Focused Analyst Upgrade (+19.1%), Equity Opportunity (+17.3%), and Select Equity (+14.0%).
The following fixed income based strategies outperformed the 3.9% return of the Lehman Aggregate Bond Index for 2006: Dynamic High Yield (+19.9%), Dynamic Bond Plus (+16.5%), Dynamic Tax-Exempt Plus (+10.9%), Dynamic Fx Plus (+8.8%), Dynamic Duration Select (+5.7%), and Individual Muni Bond (+5.5%).
Additionally, the Dynamic Commodity Strategy was noteworthy with a +8.5% return, outperforming virtually all commodity mutual funds anywhere from 7 to 26 percentage points!
Asset Allocation Models also enjoyed a great year. Absolute Return Income had a return of +10.8%, well above it's benchmark of 8%. Absolute Return Growth has a target of 10% per year and came in slightly under at +9.4%. The Growth Model returned +12.9%, just under the S&P with considerably less volatility. Other models with double-digit returns were Moderate, Conservative and Conservative Tax-Advantaged. The Current Income models returned +8.0% and +6.8%, well above the Lehman Aggregate Index of 3.9%.
As always, note the performance disclosures that state that past returns are not necessarily indicative of future returns, etc.
For more information on becoming a client of our firm, see our website. Here's to a profitable 2007!
The following equity strategies outperformed the 13.6% return for the S&P 500 Index for 2006: Select REIT (+32.5%), Focused International Equity (+27.9%), Focused Analyst Growth (+24.3%), Focused Analyst Upgrade (+19.1%), Equity Opportunity (+17.3%), and Select Equity (+14.0%).
The following fixed income based strategies outperformed the 3.9% return of the Lehman Aggregate Bond Index for 2006: Dynamic High Yield (+19.9%), Dynamic Bond Plus (+16.5%), Dynamic Tax-Exempt Plus (+10.9%), Dynamic Fx Plus (+8.8%), Dynamic Duration Select (+5.7%), and Individual Muni Bond (+5.5%).
Additionally, the Dynamic Commodity Strategy was noteworthy with a +8.5% return, outperforming virtually all commodity mutual funds anywhere from 7 to 26 percentage points!
Asset Allocation Models also enjoyed a great year. Absolute Return Income had a return of +10.8%, well above it's benchmark of 8%. Absolute Return Growth has a target of 10% per year and came in slightly under at +9.4%. The Growth Model returned +12.9%, just under the S&P with considerably less volatility. Other models with double-digit returns were Moderate, Conservative and Conservative Tax-Advantaged. The Current Income models returned +8.0% and +6.8%, well above the Lehman Aggregate Index of 3.9%.
As always, note the performance disclosures that state that past returns are not necessarily indicative of future returns, etc.
For more information on becoming a client of our firm, see our website. Here's to a profitable 2007!
posted by WRA Strategy Group at 1:30 PM
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