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.
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.
These results have been prepared and presented in compliance with GIPS standards for the period January 1, 1995 through June 30, 2006.
The composite's performance before 12/31/95 comprises equity-oriented, ...
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