|
PERFORMANCE RECORD |
|
|
|
|
|
|
|
|
Periods Ending December 31, 2000 |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Performance |
|
| Investment |
Quarter |
YTD |
1 Year |
3 Years |
5 Years |
Since Inception |
Inception Date |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| Stock 1 |
-17.7% |
-21.7% |
-21.7% |
-15.4% |
2.1% |
|
|
| Stock 2 |
-8.6% |
2.7% |
2.7% |
9.3% |
16.2% |
|
|
| Manager 1 |
1.8% |
8.7% |
8.7% |
31.1% |
n/a |
|
|
| Manager 2 |
11.3% |
15.2% |
15.2% |
11.7% |
15.6% |
|
|
| Manager 3 |
1.5% |
24.3% |
24.3% |
10.8% |
12.5% |
|
|
| BrandyTrust Structured Index |
-7.8% |
-3.3% |
n/a |
n/a |
n/a |
-3.3% |
2/29/00 |
| BrandyTrust Small Cap |
-11.2% |
-5.5% |
-5.5% |
n/a |
n/a |
23.6% |
1/1/99 |
| BrandyTrust Global |
5.0% |
12.0% |
12.0% |
17.6% |
18.5% |
15.6% |
1/1/92 |
| BrandyTrust Multi-Strategy |
0.5% |
-0.1% |
-0.1% |
2.0% |
10.8% |
12.2% |
1/1/95 |
| BrandyTrust Private Equity Partners |
|
|
|
|
|
29.0% |
1/1/92 |
| XYZ Ventures |
|
|
|
|
|
30.6% |
1/1/82 |
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| T-Bills |
1.6% |
6.3% |
6.3% |
5.4% |
5.4% |
|
|
| Lehman Brothers Aggregate Index |
4.2% |
11.6% |
11.6% |
6.4% |
6.5% |
|
|
| S&P 500 Index (with dividends) |
-7.8% |
-9.1% |
-9.1% |
12.3% |
18.3% |
|
|
| Russell 2000 Index |
-6.9% |
-3.0% |
-3.0% |
4.6% |
10.3% |
|
|
| MSCI World Index |
-6.2% |
-13.2% |
-13.2% |
10.5% |
12.1% |
|
|
| IFC Emerging Markets Index |
-14.5% |
-33.7% |
-33.7% |
-5.4% |
-4.6% |
|
|
| T-Bills Plus 500 Basis Points |
2.8% |
11.5% |
11.5% |
10.6% |
10.5% |
|
|
|
|
|
|
|
|
|
|
| * Returns for periods greater than one year are compound annualized
returns. |
|
|
|
|
|
