Affiliated Investment Advisors, Inc.

Performance History

All Accounts

Nasdaq

S&P 500

Dow Jones

20-Year Total Return as a Percent

1998-2017

1,541.79

339.58

175.58

212.58

20-Year Return Annualized as a Percent

1998-2017

15.02

7.68

5.20

5.86

Percent Return Per Year

1998-2017

1998

31.12

39.62

26.70

16.10

1999

121.96

85.58

19.52

25.21

2000

27.09

-39.29

-10.14

-6.17

2001

-27.96

-21.05

-13.04

-7.10

2002

-20.06

-31.53

-23.37

-16.76

2003

45.40

50.01

26.38

25.32

2004

6.99

8.59

8.99

3.15

2005

14.52

1.37

3.00

-0.61

2006

-1.83

9.52

13.62

16.29

2007

13.72

9.81

3.53

6.43

2008

13.64

-40.54

-38.49

-33.84

2009

24.08

43.89

23.45

18.82

2010

22.46

16.91

12.78

11.02

2011

-11.77

-1.80

0.00

5.53

2012

8.82

15.91

13.41

7.26

2013

49.01

38.32

29.60

26.50

2014

6.14

13.40

11.39

7.52

2015

3.79

5.72

-0.73

-2.25

2016

23.42

7.55

9.58

13.51

2017

15.36

28.19

19.37

25.01

Past performance is not indicative of future returns. Investing in stocks and bonds provide significant opportunities for income and gains, but also inherently carries risk of loss to original investment or principal.