TAAP vs. S&P 500 Historical Returns

AIS Capital Management has made significant and effective Tactical Asset Allocation shifts for its client Portfolios since 1992 ( “TAAP”).

Flow Chart

Returns through December 31, 2011
 
TAAP
S&P 500
December 2011
-9.08%
1.02%
YTD 2011
6.19%
2.11%
Comp. Ann. 3 Yr.
19.07%
14.10%
Comp. Ann. 5 Yr.
16.01%
-0.25%
Compound Ann. Return
10.91%
8.06%
(from 3/31/1992)    

AIS Capital Management, LLC, 187 Danbury Road, Suite 201, Wilton, CT 06897, Tel: (203) 563-1180, info@aisgroup.com