|
During the period shown below, WEIMERandWIRTH out-performed QQQQ
by 568% |
|
June 30, 2001 thru December 31, 2009 |
|
Total Return |
569.5% |
YES |
1.1% |
22.7% |
6.4% |
46.3% |
|
TWELVE MONTH RETURNS |
|
Annual Ret |
25.1% |
YES |
0.1% |
2.4% |
0.7% |
4.6% |
|
|
Historical Returns for Quarter Ending |
WW excl most Dvdnds and Dist |
Did WW out perform QQQQ? |
QQQQ excl most Dvdnds and Dist |
Russell Micro Cap incl Dvdnds and Dist Note 1 |
Van- guard 500 incl Dvdnds and Dist |
Van- guard Small Cap incl Dvdnds and Dist |
Quarter |
WW excl most Dvdnds and Dist |
QQQQ excl most Dvdnds and Dist |
Russell Micro Cap incl Dvdnds and Dist Note 1 |
Van- guard 500 incl Dvdnds and Dist |
Van- guard Small Cap incl Dvdnds and Dist |
|
Number |
|
|
|
|
|
|
|
9-30-01 |
2.1% |
YES |
-36.6% |
-20.4% |
-14.7% |
-20.7% |
Q1 |
NA |
NA |
NA |
NA |
NA |
|
12-31-01 |
3.7% |
NO |
34.3% |
21.1% |
10.7% |
20.9% |
Q2 |
NA |
NA |
NA |
NA |
NA |
|
3-31-02 |
7.8% |
YES |
-7.3% |
3.9% |
0.2% |
4.0% |
Q3 |
NA |
NA |
NA |
NA |
NA |
|
6-30-02 |
8.0% |
YES |
-27.6% |
-3.5% |
-13.4% |
-7.8% |
Q4 |
23.1% |
-42.9% |
-3.3% |
-18.1% |
-8.1% |
|
9-30-02 |
-10.4% |
YES |
-20.6% |
-22.4% |
-17.2% |
-21.4% |
Q5 |
8.1% |
-28.5% |
-5.7% |
-20.5% |
-8.9% |
|
12-31-02 |
4.4% |
NO |
17.6% |
7.8% |
8.4% |
6.1% |
Q6 |
8.8% |
-37.4% |
-16.1% |
-22.1% |
-20.0% |
|
3-31-03 |
11.9% |
YES |
3.6% |
-2.5% |
-3.2% |
-4.5% |
Q7 |
13.0% |
-30.0% |
-21.3% |
-24.8% |
-26.6% |
|
6-30-03 |
34.1% |
YES |
18.6% |
28.5% |
15.4% |
22.2% |
Q8 |
40.3% |
14.8% |
4.8% |
0.2% |
-2.7% |
|
9-30-03 |
16.1% |
YES |
8.2% |
14.3% |
2.6% |
8.7% |
Q9 |
81.9% |
56.5% |
54.3% |
24.2% |
34.5% |
|
12-31-03 |
16.9% |
YES |
12.5% |
16.2% |
12.1% |
14.9% |
Q10 |
103.8% |
49.6% |
66.4% |
28.5% |
45.6% |
|
3-31-04 |
5.9% |
YES |
-1.7% |
6.5% |
1.7% |
6.6% |
Q11 |
92.7% |
41.9% |
81.8% |
34.9% |
62.6% |
|
6-30-04 |
5.8% |
YES |
5.3% |
-1.8% |
1.7% |
1.0% |
Q12 |
52.0% |
26.0% |
39.0% |
18.9% |
34.4% |
|
9-30-04 |
-5.6% |
YES |
-6.9% |
-5.6% |
-1.9% |
-2.3% |
Q13 |
23.6% |
8.4% |
14.8% |
13.7% |
20.9% |
|
12-31-04 |
22.7% |
YES |
14.7% |
15.5% |
9.2% |
14.0% |
Q14 |
29.6% |
10.5% |
14.1% |
10.7% |
19.9% |
|
3-31-05 |
-5.2% |
YES |
-8.4% |
-7.4% |
-2.2% |
-3.8% |
Q15 |
16.1% |
3.0% |
-0.8% |
6.6% |
8.2% |
|
6-30-05 |
8.7% |
YES |
0.6% |
3.2% |
1.3% |
4.8% |
Q16 |
19.4% |
-1.6% |
4.2% |
6.2% |
12.3% |
|
9-30-05 |
15.8% |
YES |
7.3% |
6.1% |
3.6% |
5.2% |
Q17 |
46.5% |
13.4% |
17.0% |
12.1% |
20.9% |
|
12-31-05 |
14.5% |
YES |
2.4% |
1.3% |
2.1% |
1.2% |
Q18 |
36.7% |
1.2% |
2.6% |
4.8% |
7.4% |
|
3-31-06 |
22.2% |
YES |
3.8% |
14.2% |
4.2% |
12.2% |
Q19 |
76.2% |
14.7% |
14.2% |
11.6% |
25.2% |
|
6-30-06 |
-1.0% |
YES |
-7.5% |
-7.7% |
-1.5% |
-4.7% |
Q20 |
60.5% |
5.4% |
13.2% |
8.5% |
13.8% |
|
9-30-06 |
-1.5% |
NO |
4.8% |
-0.8% |
5.6% |
-0.3% |
Q21 |
36.4% |
3.0% |
5.8% |
10.6% |
7.9% |
|
12-31-06 |
13.5% |
YES |
6.2% |
9.5% |
6.7% |
8.5% |
Q22 |
35.3% |
6.8% |
14.4% |
15.6% |
15.6% |
|
3-31-07 |
6.8% |
YES |
0.9% |
0.7% |
0.6% |
3.5% |
Q23 |
18.2% |
3.8% |
0.9% |
11.7% |
6.7% |
|
6-30-07 |
17.2% |
YES |
9.3% |
2.9% |
6.3% |
5.5% |
Q24 |
39.9% |
22.8% |
12.5% |
20.4% |
18.1% |
|
9-30-07 |
0.2% |
NO |
8.0% |
-4.5% |
2.0% |
-2.4% |
Q25 |
42.4% |
26.5% |
8.3% |
16.3% |
15.5% |
|
12-31-07 |
-4.1% |
NO |
-0.4% |
-8.4% |
-3.4% |
-5.0% |
Q26 |
20.3% |
18.7% |
-9.4% |
5.4% |
1.2% |
|
3-31-08 |
-18.1% |
NO |
-14.6% |
-11.8% |
-9.5% |
-9.2% |
Q27 |
-7.8% |
0.4% |
-20.6% |
-5.2% |
-11.2% |
|
6-30-08 |
9.7% |
YES |
3.3% |
-4.2% |
-2.8% |
1.1% |
Q28 |
-13.7% |
-5.1% |
-26.1% |
-13.2% |
-15.0% |
|
9-30-08 |
-13.9% |
NO |
-13.9% |
0.0% |
-8.4% |
-5.0% |
Q29 |
-25.8% |
-24.3% |
-22.6% |
-22.0% |
-17.2% |
|
12-31-08 |
-24.3% |
NO |
-23.6% |
-28.1% |
-21.9% |
-26.7% |
Q30 |
-41.4% |
-41.9% |
-39.3% |
-37.0% |
-36.1% |
|
3-31-09 |
-4.4% |
NO |
2.0% |
-17.1% |
-11.0% |
-13.5% |
Q31 |
-31.6% |
-30.6% |
-42.9% |
-38.1% |
-39.1% |
|
6-30-09 |
30.2% |
YES |
20.0% |
24.8% |
16.0% |
24.1% |
Q32 |
-18.8% |
-19.5% |
-25.6% |
-26.2% |
-25.2% |
|
9-30-09 |
32.0% |
YES |
16.1% |
20.5% |
15.6% |
21.8% |
Q33 |
24.5% |
8.6% |
-10.4% |
-6.9% |
-4.1% |
|
12-31-09 |
2.8% |
NO |
8.3% |
-0.8% |
6.0% |
4.1% |
Q34 |
68.9% |
53.8% |
23.7% |
26.5% |
36.1% |
|
Historical Returns for Quarter Ending |
WW excl most Dvdnds and Dist |
Did WW out perform QQQQ? |
QQQQ excl most Dvdnds and Dist |
Russell Micro Cap incl Dvdnds and Dist Note 1 |
Van- guard 500 incl Dvdnds and Dist |
Van- guard Small Cap incl Dvdnds and Dist |
|
WW excl most Dvdnds and Dist |
QQQQ excl most Dvdnds and Dist |
Russell Micro Cap incl Dvdnds and Dist Note 1 |
Van- guard 500 incl Dvdnds and Dist |
Van- guard Small Cap incl Dvdnds and Dist |
|
Quarter |
|
Number |
|
|
|
|
|
Total Return |
569.5% |
YES |
1.1% |
22.7% |
6.4% |
46.3% |
|
TWELVE MONTH RETURNS |
|
Annual Ret |
25.1% |
YES |
0.1% |
2.4% |
0.7% |
4.6% |
|
|
June 30, 2001 thru December 31, 2009 |
|
During the period shown above, WEIMERandWIRTH out-performed QQQQ
by 568% |
|
Note 1. Russell Micro Cap Index used before 2006; Russell Micro
Cap ETF (Ticker Symbol IWC) used after 2005 |