DIA logo Past Performance
 

Dollins vs. the S&P 500 Total Return as of 3/31/2013

 Avg. yearly returnsCumulative returns
 DollinsS&P 500 DollinsS&P 500
1 year +39.75%+13.96% +39.75%+13.96%
3 years+15.48%+12.67% +54.02%+43.04%
5 years+2.36%+5.81% +12.38%+32.63%
10 years+12.24%+8.53% +217.31%+126.78%
15.25 years
(since 12/31/97)
+8.01%+5.09% +224.04%+113.27%

$10,000 invested with Dollins on 1/1/1998 was worth $32,403 as of 3/31/2013. $10,000 invested in the S&P 500 over the same dates was worth $21,327.

 Single year returns
yearDollinsS&P 500
3/2013+21.19%+10.60%
2012+31.12%+16.00%
2011-5.78%+2.11%
2010+22.33%+15.06%
2009+30.54%+26.46%
2008-57.03%-37.00%
2007+37.24%+5.49%
2006-12.11%+15.79%
2005+19.07%+4.91%
2004+39.64%+10.88%
2003+60.66%+28.68%
2002-18.00%-22.10%
2001-15.22%-11.89%
2000-39.33% -9.10%
1999+80.35%+21.04%
1998+31.60%+28.58%

"S&P 500" is the Standard and Poors S&P 500 Total Return index, which includes reinvested dividends. "Dollins" is a dollar-weighted composite of client accounts, includes reinvested dividends, and is net of trading costs and management fees.

Individual portfolio performance will differ from composite performance numbers as each portfolio contains a unique blend of stocks based on its starting date and cash flows.

The returns shown are a function of market conditions at that time. It should not be presumed, and indeed is unlikely, that future market conditions will match those of the periods shown. Past performance is no guarantee of future results.

© 2004-2013 Dollins Investment Advisors, LLC