Portfolio Performance: Growth & Income

As of 12/31/18
Value of $100,000 invested on 12/31/93

[Log Scale]

Date Growth S&P 500 Difference
12/31/1994 $96,329 $101,306 -$4,976
12/31/1995 $117,135 $139,548 -$22,413
12/31/1996 $135,612 $171,622 -$36,010
12/31/1997 $160,939 $228,764 -$67,826
12/31/1998 $178,811 $294,626 -$115,814
12/31/1999 $200,628 $356,535 -$155,907
12/31/2000 $206,089 $323,989 -$117,900
12/31/2001 $208,695 $285,638 -$76,942
12/31/2002 $195,254 $222,600 -$27,346
12/31/2003 $259,633 $286,820 -$27,187
12/31/2004 $289,576 $318,157 -$28,581
12/31/2005 $313,177 $334,148 -$20,971
12/31/2006 $356,194 $386,911 -$30,717
12/31/2007 $378,012 $408,032 -$30,019
12/31/2008 $251,432 $253,572 -$2,140
12/31/2009 $322,050 $320,567 $1,483
12/31/2010 $361,192 $368,831 -$7,640
12/31/2011 $360,092 $376,488 -$16,396
12/31/2012 $408,205 $436,973 -$28,768
12/31/2013 $491,078 $578,089 -$87,011
12/31/2014 $536,667 $657,411 -$120,744
12/31/2015 $541,085 $666,462 -$125,377
12/31/2016 $585,713 $746,240 -$160,527
12/31/2017 $684,821 $909,247 -$224,426
12/31/2018 $652,879 $869,387 -$216,508