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Quest for Positive Relative Returns-Univestors, LLC
 

The graph below shows your investment club's relative returns compared to the benchmark investment VFINX (The Vanguard Index 500 Fund) for successive monthly 1 year time periods. Positive relative returns mean your club investing decisions are rewarding you better than if you'd invested the same amounts at the same times in VFINX.
 
 
 
Time Period Relative Return    
1/1/2008 - 1/1/2009 6.7%    
2/1/2008 - 2/1/2009
9.7%
    
3/1/2008 - 3/1/2009 12.4% Smiley  
4/1/2008 - 4/1/2009 8.7%    
5/1/2008 - 5/1/2009 10.2%    
6/1/2008 - 6/1/2009 6.7% Smiley  
7/1/2008 - 7/1/2009 9.4%    
8/1/2008 - 8/1/2009 6.5%    
9/1/2008 - 9/1/2009 3.1% Smiley  
10/1/2008 - 10/1/2009 3.6%    
11/1/2008 - 11/2/2009 0.2%    
12/1/2008 - 12/1/2009 -2.9%    
1/1/2009 - 1/1/2010 4.0% Smiley
2/1/2009 - 2/1/2010 -6.8%    
3/1/2009- 3/1/2010 -23.6%    
4/1/2009 - 4/1/2010 -10.4%    
5/1/2009 - 5/1/2010 -10.5%    
6/1/2009 - 6/1/2010 .1%    
7/1/2009 - 7/1/2010 -1.2%    
8/1/2009 - 8/1/2010 -1.5%    
9/1/2009 - 9/1/2010 -.8%    
10/1/2009 - 10/1/2010 1.0%    
11/1/2009 - 11/1/2010 -0.1%    

 

A yellow bivio friend is earned when 3 periods of positive relative return are achieved.

Green bivio friends are earned for every 4 yellow bivio friends. Green bivio friends bring $30 in bivio bucks to your club to use toward renewing your subscription.
 
For more information about benchmarking, go to Benchmarking Your Portfolio

 

*Results shown reflect status of club records when chart was prepared.
** Data will need to be confirmed with financial statements. Contact support@bivio.com for further instructions

 
 
 

 

 

 
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