| Home Results Subscribe What to Trade FAQ About Us Contact Us | |
|
401(k) Management System ResultsNote: Results on this page are delayed by 90 days |
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Stock Index Fund | 01/02/1968 | 96.11 | N/A | N/A | $10,000.00 | $10,000.00 |
| Money-Market Fund | 07/01/1969 | 98.08 | 2.05% | 2.05% | $10,204.97 | $10,204.97 |
| Stock Index Fund | 01/11/1971 | 91.98 | 3.07% | 5.19% | $10,518.51 | $9,570.28 |
| Money-Market Fund | 05/08/1972 | 106.14 | 15.39% | 21.38% | $12,137.80 | $11,043.60 |
| Stock Index Fund | 06/02/1975 | 92.58 | 6.23% | 28.94% | $12,894.02 | $9,632.71 |
| Money-Market Fund | 06/01/1977 | 96.93 | 4.70% | 35.00% | $13,499.86 | $10,085.32 |
| Stock Index Fund | 05/08/1978 | 96.19 | 1.86% | 37.51% | $13,750.65 | $10,008.32 |
| Money-Market Fund | 10/22/1979 | 100.71 | 4.70% | 43.97% | $14,396.80 | $10,478.62 |
| Stock Index Fund | 09/29/1980 | 123.54 | 1.87% | 46.67% | $14,666.52 | $12,854.02 |
| Money-Market Fund | 09/01/1981 | 123.02 | -0.42% | 46.05% | $14,604.79 | $12,799.92 |
| Stock Index Fund | 09/20/1982 | 122.51 | 2.10% | 49.11% | $14,911.01 | $12,746.85 |
| Money-Market Fund | 06/01/1984 | 153.24 | 25.08% | 86.51% | $18,651.24 | $15,944.23 |
| Stock Index Fund | 11/19/1984 | 163.09 | 0.94% | 88.27% | $18,826.69 | $16,969.10 |
| Money-Market Fund | 09/14/1987 | 323.08 | 98.10% | 272.96% | $37,295.52 | $33,615.65 |
| Stock Index Fund | 06/27/1988 | 269.06 | 1.57% | 278.82% | $37,882.23 | $27,995.01 |
| Money-Market Fund | 08/06/1990 | 334.43 | 24.30% | 370.86% | $47,085.98 | $34,796.59 |
| Stock Index Fund | 03/04/1991 | 369.33 | 1.15% | 376.26% | $47,625.70 | $38,427.84 |
| Money-Market Fund | 08/31/1992 | 414.03 | 12.10% | 433.90% | $53,389.84 | $43,078.76 |
| Stock Index Fund | 01/04/1993 | 435.38 | 0.68% | 437.53% | $53,752.80 | $45,300.18 |
| Money-Market Fund | 03/01/1994 | 464.44 | 6.67% | 473.41% | $57,340.60 | $48,323.80 |
| Stock Index Fund | 08/01/1994 | 461.01 | 0.83% | 478.17% | $57,816.55 | $47,966.91 |
| Money-Market Fund | 07/27/1998 | 1,147.27 | 148.86% | 1,338.82% | $143,882.33 | $119,370.51 |
| Stock Index Fund | 02/08/1999 | 1,243.77 | 1.07% | 1,354.18% | $145,417.83 | $129,411.09 |
| Money-Market Fund | 01/31/2000 | 1,394.46 | 12.12% | 1,530.36% | $163,036.05 | $145,090.00 |
| Stock Index Fund | 10/28/2002 | 890.23 | 5.54% | 1,620.63% | $172,063.47 | $92,626.16 |
| Money-Market Fund | 11/12/2007 | 1,439.18 | 61.66% | 2,681.64% | $278,164.41 | $149,743.00 |
| Stock Index Fund | 03/30/2009 | 787.53 | 2.75% | 2,758.14% | $285,813.60 | $81,940.48 |
| Money-Market Fund | 07/01/2010 | 1,027.37 | 30.45% | 3,628.57% | $372,857.31 | $106,895.22 |
| Stock Index Fund | 12/27/2010 | 1,257.54 | 0.97% | 3,664.06% | $376,406.36 | $130,843.82 |
| Stock Index Fund | 07/01/2011 | 1,339.67 | 6.53% | 3,909.89% | $400,989.47 | $139,389.24 |
* Displayed results prior to 11/12/2007 are theoretical and have been back tested only. Past performance does not guarantee future results. ProtectMyRetirementAccount.com is not a registered investment advisor and does not offer any individualized advice. Results were calculated excluding dividends, fund related fees and expenses, and trading commissions. Money-market fund assumes a 2% annual rate of return.
| Our IRA Management System results are even better! Click here to view the performance of our IRA Management System. |
Growth of $10,000
Growth of $10,000 invested in an S&P 500 Index based fund since 1/2/1968 using the PMRA 401(k) Management System versus the traditional buy-and-hold method.* Results current as of
07/01/2011.
* Displayed results prior to 11/12/2007 are theoretical and have been back tested only. Past performance does not guarantee future results. ProtectMyRetirementAccount.com is not a registered investment advisor and does not offer any individualized advice. Results were calculated excluding dividends, related fees and expenses, and trading commissions. Money-market fund assumes a 2% annual rate of return.
* Displayed results prior to 11/12/2007 are theoretical and have been back tested only. Past performance does not guarantee future results. ProtectMyRetirementAccount.com is not a registered investment advisor and does not offer any individualized advice. Results were calculated excluding dividends, related fees and expenses, and trading commissions. Money-market fund assumes a 2% annual rate of return.
Major Market Index Results
Growth of $10,000 invested in an index based fund using the PMRA 401(k) Management System versus the traditional buy-and-hold method. S&P 500 Large Cap Index and Dow Jones Industrial Average results since 01/02/1968. Russell 2000 Small Cap Index results since 09/10/1987.* Results current as of 07/01/2011.| Dow Jones Industrial Average | 8.87% | 6.23% | $403,646.75 | $138,754.02 |
| S&P 500 Large Cap | 8.86% | 6.24% | $400,989.47 | $139,389.24 |
| Russell 2000 Small Cap | 10.62% | 6.97% | $110,679.40 | $49,715.33 |
* Displayed results prior to 11/12/2007 are theoretical and have been back tested only. Past performance does not guarantee future results. ProtectMyRetirementAccount.com is not a registered investment advisor and does not offer any individualized advice. Results were calculated excluding dividends, fund related fees and expenses, and trading commissions. Money-market fund assumes a 2% annual rate of return.
