Our Investment Performance

Growth Portfolio | Income Portfolio | Energy Portfolio

Income & Growth Composite

Performance since Inception (12/1/99 to 3/31/08)
Pure Income (Gross of Fees)	64.4%
Pure Income (Net of Fees)	51.3%
Blended Benchmark (75% S&P 500, 25% DJ Lehman Composite Bond)	23.7%

Annualized Total Returns (as of 3/31/08)
	Gross	Net	Blended Benchmark
1-year	-1.0%	-2.0%	-2.0%
3-year	8.0%	6.9%	5.8%
5-year	10.7%	9.6%	9.7%
Since Inception (12/1/99)	6.1%	5.1%	3.5%

Total Returns by Year
	Gross	Net	Blended Benchmark
2008 (as of 3/31/08)	-5.3%	-5.5%	-6.7%
2007	7.0%	6.0%	5.9%
2006	15.6%	14.5%	12.9%
2005	8.2%	7.2%	4.3%
2004	12.4%	11.3%	9.3%
2003	17.4%	16.3%	22.4%
2002	-15.1%	-15.9%	-14.6%
2001	-4.4%	-5.4%	-6.8%
2000	17.8%	16.7%	-4.2%
1999 (12/1-12/31/99)	2.7%	2.6%	4.3%

Continue to our Energy Portfolio Performance

Click here to read our performance presentation and disclosures.

"The traditional allocation is among stocks, bonds, and cash. We think this is a meaningless approach and investors should think strictly in terms of growth, income, and market insurance."

• Asset Allocation: An Unconventional View

• Appearances by Stephen Leeb

• Stephen Leeb in Business Week

Our Investment Performance

Income & Growth Composite

Related Topics