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IRA Management System ResultsNote: Results on this page are delayed by 90 days |
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| 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 |
| Inverse Stock Index Fund | 11/24/1969 | 93.24 | 0.80% | 2.86% | $10,286.45 | $9,701.38 |
| Money-Market Fund | 03/02/1970 | 89.71 | 3.79% | 6.76% | $10,675.89 | $9,334.10 |
| Inverse Stock Index Fund | 04/20/1970 | 85.83 | 0.27% | 7.05% | $10,704.58 | $8,930.39 |
| Money-Market Fund | 06/22/1970 | 76.64 | 10.71% | 18.51% | $11,850.74 | $7,974.20 |
| Stock Index Fund | 01/11/1971 | 91.98 | 1.11% | 19.82% | $11,981.90 | $9,570.28 |
| Money-Market Fund | 05/08/1972 | 106.14 | 15.39% | 38.26% | $13,826.47 | $11,043.60 |
| Inverse Stock Index Fund | 11/05/1973 | 105.52 | 2.99% | 42.40% | $14,240.16 | $10,979.09 |
| Money-Market Fund | 01/07/1974 | 98.07 | 7.06% | 52.46% | $15,245.55 | $10,203.93 |
| Inverse Stock Index Fund | 07/01/1974 | 86.02 | 0.96% | 53.93% | $15,392.59 | $8,950.16 |
| Money-Market Fund | 10/14/1974 | 72.74 | 15.44% | 77.69% | $17,768.94 | $7,568.41 |
| Stock Index Fund | 06/02/1975 | 92.58 | 1.26% | 79.92% | $17,992.28 | $9,632.71 |
| Money-Market Fund | 06/01/1977 | 96.93 | 4.70% | 88.38% | $18,837.67 | $10,085.32 |
| Inverse Stock Index Fund | 08/01/1977 | 99.12 | 0.32% | 88.99% | $18,898.73 | $10,313.18 |
| Money-Market Fund | 11/14/1977 | 95.32 | 3.83% | 96.23% | $19,623.26 | $9,917.80 |
| Inverse Stock Index Fund | 01/09/1978 | 90.69 | 0.29% | 96.81% | $19,680.65 | $9,436.06 |
| Money-Market Fund | 03/20/1978 | 90.82 | -0.20% | 96.42% | $19,641.57 | $9,449.59 |
| Stock Index Fund | 05/08/1978 | 96.19 | 0.27% | 96.94% | $19,694.36 | $10,008.32 |
| Money-Market Fund | 10/22/1979 | 100.71 | 4.70% | 106.20% | $20,619.80 | $10,478.62 |
| Stock Index Fund | 09/29/1980 | 123.54 | 1.87% | 110.06% | $21,006.12 | $12,854.02 |
| Money-Market Fund | 09/01/1981 | 123.02 | -0.42% | 109.18% | $20,917.70 | $12,799.92 |
| Inverse Stock Index Fund | 12/28/1981 | 122.27 | 0.64% | 110.52% | $21,051.64 | $12,721.88 |
| Money-Market Fund | 04/05/1982 | 114.73 | 6.17% | 123.50% | $22,349.83 | $11,937.36 |
| Inverse Stock Index Fund | 05/24/1982 | 114.79 | 0.27% | 124.10% | $22,409.90 | $11,943.61 |
| Money-Market Fund | 07/19/1982 | 110.73 | 3.54% | 132.03% | $23,202.51 | $11,521.17 |
| Stock Index Fund | 09/20/1982 | 122.51 | 0.35% | 132.83% | $23,283.22 | $12,746.85 |
| Money-Market Fund | 06/01/1984 | 153.24 | 25.08% | 191.24% | $29,123.51 | $15,944.23 |
| Stock Index Fund | 11/19/1984 | 163.09 | 0.94% | 193.97% | $29,397.47 | $16,969.10 |
| Money-Market Fund | 09/14/1987 | 321.98 | 98.10% | 482.36% | $58,236.16 | $33,501.20 |
| Stock Index Fund | 06/27/1988 | 269.06 | 1.57% | 491.52% | $59,152.28 | $27,995.01 |
| Money-Market Fund | 08/06/1990 | 334.43 | 24.30% | 635.24% | $73,523.74 | $34,796.59 |
| Inverse Stock Index Fund | 01/07/1991 | 315.44 | 0.84% | 641.40% | $74,139.83 | $32,820.73 |
| Money-Market Fund | 01/21/1991 | 331.06 | -4.95% | 604.69% | $70,468.56 | $34,445.95 |
| Stock Index Fund | 03/04/1991 | 369.33 | 0.23% | 606.30% | $70,630.11 | $38,427.84 |
| Money-Market Fund | 08/31/1992 | 414.03 | 12.10% | 691.78% | $79,178.47 | $43,078.76 |
| Stock Index Fund | 01/04/1993 | 435.38 | 0.68% | 697.17% | $79,716.76 | $45,300.18 |
| Money-Market Fund | 03/01/1994 | 464.44 | 6.67% | 750.38% | $85,037.56 | $48,323.80 |
| Stock Index Fund | 08/01/1994 | 461.01 | 0.83% | 757.43% | $85,743.40 | $47,966.91 |
| Money-Market Fund | 07/27/1998 | 1,147.27 | 148.86% | 2,033.81% | $213,381.12 | $119,370.51 |
| Stock Index Fund | 02/08/1999 | 1,243.77 | 1.07% | 2,056.58% | $215,658.31 | $129,411.09 |
| Money-Market Fund | 01/31/2000 | 1,394.46 | 12.12% | 2,317.87% | $241,786.57 | $145,090.00 |
| Inverse Stock Index Fund | 02/20/2001 | 1,278.94 | 2.10% | 2,368.76% | $246,875.75 | $133,070.44 |
| Money-Market Fund | 04/23/2001 | 1,224.36 | 4.27% | 2,474.11% | $257,411.41 | $127,391.53 |
| Inverse Stock Index Fund | 06/04/2001 | 1,267.11 | 0.23% | 2,480.02% | $258,001.52 | $131,839.56 |
| Money-Market Fund | 10/15/2001 | 1,089.98 | 13.98% | 2,840.68% | $294,067.69 | $113,409.63 |
| Inverse Stock Index Fund | 04/08/2002 | 1,125.29 | 0.94% | 2,868.34% | $296,834.02 | $117,083.55 |
| Money-Market Fund | 08/19/2002 | 950.72 | 15.52% | 3,328.88% | $342,888.15 | $98,919.99 |
| Stock Index Fund | 10/28/2002 | 890.23 | 0.39% | 3,342.16% | $344,216.33 | $92,626.16 |
| Money-Market Fund | 11/12/2007 | 1,439.18 | 61.66% | 5,464.73% | $556,473.34 | $149,743.00 |
| Inverse Stock Index Fund | 05/27/2008 | 1,385.35 | 1.06% | 5,523.68% | $562,367.99 | $144,142.13 |
| Money-Market Fund | 08/11/2008 | 1,305.32 | 5.78% | 5,848.55% | $594,855.31 | $135,815.21 |
| Inverse Stock Index Fund | 09/08/2008 | 1,267.79 | 0.15% | 5,857.49% | $595,748.77 | $131,910.31 |
| Money-Market Fund | 12/01/2008 | 816.21 | 35.62% | 7,979.51% | $807,951.29 | $84,924.57 |
| Stock Index Fund | 03/30/2009 | 787.53 | 0.64% | 8,031.25% | $813,124.73 | $81,940.48 |
| Money-Market Fund | 07/01/2010 | 1,027.37 | 30.45% | 10,507.60% | $1,060,759.53 | $106,895.22 |
| Stock Index Fund | 12/27/2010 | 1,257.54 | 0.97% | 10,610.74% | $1,071,073.71 | $130,843.82 |
| Stock Index Fund | 07/01/2011 | 1,339.67 | 6.53% | 11,310.26% | $1,141,025.58 | $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.
Growth of $10,000
Growth of $10,000 invested in an S&P 500 Index based fund since 1/2/1968 using the PMRA IRA 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, fund 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, fund 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 IRA 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 | 11.21% | 6.23% | $1,016,118.53 | $138,754.02 |
| S&P 500 Large Cap | 11.50% | 6.24% | $1,141,025.58 | $139,389.24 |
| Russell 2000 Small Cap | 13.81% | 6.97% | $217,768.15 | $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.
