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gManaged Portfolio Update
1 Sep 2009 to 31 Aug 2010
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| Last 12-Month Performance |
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A |
B |
C |
D |
*MSCI |
| Volatility |
12.82% |
11.24% |
9.33% |
8.19% |
15.14% |
| Returns |
11.74% |
10.04% |
8.18% |
7.50% |
1.89% |
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| Annual Returns |
| |
A |
B |
C |
D |
*MSCI |
| 2009 |
33.26% |
23.08% |
17.86% |
13.61% |
22.82% |
| YTD 2010 |
-1.97% |
-1.54% |
-0.95% |
-0.14% |
-6.40% |
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| Monthly Returns |
| |
A |
B |
C |
D |
*MSCI |
| Jan 09 |
-3.29% |
-2.09% |
-1.68% |
-1.14% |
-8.08% |
| Feb 09 |
-3.50% |
-3.09% |
-2.76% |
-1.57% |
-12.49% |
| Mar 09 |
5.52% |
4.04% |
3.22% |
1.80% |
12.91% |
| Apr 09 |
4.18% |
2.55% |
2.09% |
0.97% |
8.77% |
| May 09 |
8.11% |
4.89% |
3.47% |
2.08% |
7.18% |
| Jun 09 |
0.64% |
0.61% |
0.51% |
0.55% |
-1.87% |
| Jul 09 |
6.86% |
4.99% |
4.27% |
4.02% |
6.58% |
| Aug 09 |
-0.88% |
-0.74% |
-0.09% |
-0.16% |
3.51% |
| Sep 09 |
3.69% |
3.27% |
2.82% |
2.43% |
2.90% |
| Oct 09 |
0.60% |
0.37% |
-0.17% |
-0.37% |
-2.31% |
| Nov 09 |
3.21% |
2.50% |
2.05% |
1.57% |
2.88% |
| Dec 09 |
4.71% |
4.06% |
3.07% |
2.79% |
3.59% |
| Jan 10 |
-5.01% |
-4.10% |
-2.50% |
-2.15% |
-3.67% |
| Feb 10 |
1.29% |
1.36% |
1.45% |
1.61% |
1.77% |
| Mar 10 |
7.62% |
7.06% |
5.59% |
5.03% |
6.26% |
| Apr 10 |
-0.40% |
-0.83% |
-0.80% |
-0.86% |
0.07% |
| May 10 |
-6.22% |
-5.52% |
-4.61% |
-4.03% |
-7.91% |
| Jun 10 |
0.21% |
-0.11% |
-1.02% |
-1.33% |
-4.30% |
| Jul 10 |
4.16% |
3.82% |
3.72% |
3.55% |
5.65% |
| Aug 10 |
-2.91% |
-2.63% |
-2.38% |
-1.63% |
-3.55% |
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*MSCI (Morgan Stanley Capital International) World is a stock market index of 1500 'world' stocks and is often used as a common benchmark for 'world' or 'global' stock funds.
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