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The Only Three Questions That Count: Investing by Knowing What Others Don't
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The Only Three Questions That Count: Investing by Knowing What Others Don't

by Kenneth L. Fisher, Jennifer Chou, Lara Hoffmans
October 2008
Beginner content levelBeginner
480 pages
13h 23m
English
Wiley
Content preview from The Only Three Questions That Count: Investing by Knowing What Others Don't

Appendix K. Fisher Investments Global Total Return Performance

FI Fiscal Year

Net Annual Return (%)

S&P 500 Return (%)

MSCI World Benchmark Return (%)

1996

28.6%

26.0%

18.4%

1997

33.6%

34.7%

22.3%

1998

21.4%

30.2%

17.0%

1999

17.2%

22.8%

15.7%

2000

15.6%

7.2%

12.2%

2001

−10.2%

−14.8%

−20.3%

2002

−5.7%

−18.0%

−15.2%

2003

−7.3%

0.3%

−2.4%

2004

20.5%

19.1%

24.0%

2005

5.3%

6.3%

10.1%

2006

17.7%

8.6%

16.9%

Annualized Returns (ending 06/30/06)

1 Year

17.7%

8.6%

16.9%

3 Year

14.3%

11.2%

16.9%

5 Year

5.5%

2.5%

5.7%

7 Year

4.4%

0.5%

2.4%

10 Year

9.9%

8.3%

6.9%

Since 7/01/1995

11.5%

9.8%

7.9%

Fisher Investments Private Client Group has prepared and presented this report in compliance with the Global Investment Performance Standards (GIPS®). The composite has been independently verified for the period January 1, 1995 through December 31, 2005.

Composite returns presented in the preceding table are calculated on a fiscal year basis ending June 30 for illustrative purposes. Annualized returns are presented from 1/1/95 through 6/30/06.

  1. Fisher Investments (FI) is an investment adviser registered with the Securities and Exchange Commission. FI currently advises over $31 billion across two principal business units – Fisher Investments Institutional Group (FIIG) and Fisher Investments Private Client Group (FIPCG). FIPCG manages and serves all private client accounts managed by FI.

  2. These results have been prepared and presented in compliance with GIPS standards for the period January 1, 1995 through June 30, 2006.

  3. The composite's performance before 12/31/95 comprises equity-oriented, ...

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Publisher Resources

ISBN: 9780470292679Purchase book