Retire in 5 Years

Private Investvment Club Performance vs the S&P 500

Annual Percentage Change
(1)in Year End Share Price Included
(2)in S&P 500 with Dividends Included
(1)-(2) Relative Results
Year (1) (2) (1)-(2)
1971 41.91 14.60 27.31
1972 68.34 18.90 49.44
1973 (2.96) (14.80) 11.84
1974 (16.33) (26.40) 10.07
1975 10.41 37.20 (26.79)
1976 16.51 23.60 (7.09)
1977 0.19 (7.40) 7.59
1978 28.37 6.40 21.97
1979 (50.00) 18.20 (68.20)
1980 20.59 32.30 (11.71)
1981 14.63 (5.00) 19.63
1982 23.40 21.40 2.00
1983 18.97 22.40 (3.43)
1984 11.59 6.10 5.49
1985 11.69 31.60 (19.91)
1986 63.95 18.60 45.35
1987 22.70 5.10 17.60
1988 13.29 16.60 (3.31)
1989 63.27 31.70 31.57
1990 22.19 (3.10) 25.29
1991 51.92 30.50 21.42
1992 0.51 7.60 (7.09)
1993 (28.31) 10.10 (38.41)
1994 3.27 1.30 1.97
1995 57.01 37.60 19.41
1996 26.37 23.00 3.37
1997 15.62 33.40 (17.78)
1998 25.15 28.60 (3.45)
1999 (58.16) 21.00 (79.16)
2000 91.34 (9.10) 100.44
2001 4.63 (11.90) 16.53
2002 (10.25) (22.10) 11.85
2003 29.87 28.70 1.17
2004 13.88 10.90 2.98
2005 22.32 4.90 17.42
2006 14.83 15.80 (0.97)
2007 18.06 5.50 12.56
2008 (35.64) (37.00) 1.36
2009 30.35 27.11 3.24
Compounded Annual Gain - 1971-2009 17.25% 11.95
Overall Gain 43314% 7293%