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| Annualized Gains of Some Indexes We Track as of April 30, 2010 | ||||||
|---|---|---|---|---|---|---|
| Inclusion in this list is not a recommendation to buy any security or investment. Such advice is only given in context of our financial planning services. This information was derived from sources believed to be reliable, but is not guaranteed. Actual returns may vary and do not include advisory fees, commissions, sale charges or other fees. S. D. Clifford Advisors, employees and associates may hold positions in these investments. Future returns are not guaranteed. Accounts may lose value. This is intended for current investors only and is not intended to suggest returns that may be expected by any individual investor. | ||||||
| Fund Name |
|
Total Return |
Total Return |
Total Return |
Total Return |
Total Return |
| American Funds AMCAP F | AMPFX | 7.60 | 39.10 | (1.57) | 4.26 | 2.70 |
| American Funds Balanced F | BALFX | 5.40 | 28.30 | (0.83) | 3.58 | 6.15 |
| American Funds Cap Inc Builder F | CIBFX | 0.90 | 26.00 | (4.12) | 2.98 | 6.91 |
| American Funds Cap Wld Gr&Inc F | CWGFX | (0.40) | 34.10 | (3.77) | 6.42 | 7.01 |
| American Funds Fundamental Invs F | AFIFX | 5.00 | 36.90 | (3.60) | 5.79 | 3.56 |
| American Funds Gr Fnd of Amer F | GFAFX | 4.90 | 37.60 | (3.24) | 4.79 | 1.58 |
| American Funds Inc Fnd of Amer F | IFAFX | 3.90 | 56.10 | (4.45) | 1.96 | 5.33 |
| American Funds Inv Co of Amer F | AICFX | 4.30 | 34.30 | (4.41) | 3.16 | 2.75 |
| American Funds New Perspective F | NPFFX | 1.80 | 50.30 | (1.78) | 7.12 | 3.72 |
| American Funds SMALLCAP World F | SCWFX | 9.80 | 38.60 | (2.97) | 8.36 | 2.91 |
| American Funds Wash Mutual Invs F | WSHFX | 5.50 | 60.50 | (6.08) | 1.8 | 3.39 |
| Davis Appreciation & Income A | RPFCX | 11.50 | 48.20 | (2.10) | 4.33 | 3.95 |
| Davis New York Venture Fund A | NYVTX | 4.90 | 38.60 | (6.03) | 2.47 | 2.00 |
| Davis Real Estate A | RPFRX | 13.60 | 38.50 | (13.74) | 1.17 | 9.60 |
| Federated Mid-Cap Index Fund | FMDCX | 13.60 | 34.80 | (0.73) | 6.45 | 6.29 |
| Third Avenue Value Fund | TAVFX | 1.80 | 0.10 | (7.41) | 1.85 | 5.79 |
| Market Indexes for Comparison: | ||||||
| Standard & Poor's 500 | 7.00 | 38.50 | (5.21) | 2.51 | (0.28) | |
| Dow Jones Industrials | 5.60 | 34.80 | (6.36) | 0.92 | (0.05) | |
| Risk Free Rate | 0.00 | 0.10 | 3.64 | 4.64 | 3.45 | |
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| Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. |