Friday, July 10, 2009

BonaSIMM: Performance Update

Mark Larry (one of last year's co-general managers) just posted the following on the SIMM blog.

The benchmark by the way which is being used as a comparison is made up of market indexes that are weighted based on investment style (value or growth) as well as size (large, mid-cap, or small cap).

BonaSIMM: Performance Update:
"As of 7/9/09 Year to Date SIMM's E-Trade account has returned 8.18%, while the benchmark has returned 1.02%...Outperforming the benchmark by 7.16%

As for the 2nd quarter 2009 SIMM's E-Trade account returned 16.71%, while the benchmark returned 13.58%...Outperforming the benchmark by 3.13%"

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