|
A Table of Values is
shown below the Chart
|
During the period shown below,
WEIMERandWIRTH out-performed QQQQ by 437% |
|
June 30, 2001 thru September 30, 2008 |
|
Total Compound Return |
423.3% |
YES |
-14.0% |
90.2% |
7.7% |
46.6% |
|
Twelve Month Returns |
|
Annual Compound Return |
25.6% |
YES |
-2.1% |
9.3% |
1.0% |
5.4% |
|
|
|
WEIMER |
Did W&W |
QQQQ |
DJSM |
S&P |
Russell |
Quarter |
WEIMER |
QQQQ |
DJSM |
S&P |
Russell |
|
Historical |
and WIRTH |
out |
excl |
excl |
500 |
2000 |
Number |
and WIRTH |
excl |
excl |
500 |
2000 |
|
Returns |
excl most |
perform |
most Div |
most Div |
including |
including |
|
excl most |
most Div |
most Div |
including |
including |
|
|
Div & Dist |
QQQQ? |
and Dist |
and Dist |
Div & Dist |
Div & Dist |
|
Div & Dist |
and Dist |
and Dist |
Div & Dist |
Div & Dist |
|
Quarter ending 9-30-08 |
-13.9% |
NO |
-13.9% |
0.6% |
-8.4% |
-5.0% |
Q29 |
-25.8% |
-24.3% |
-18.5% |
-22.0% |
-17.2% |
|
Quarter ending 6-30-08 |
9.7% |
YES |
3.3% |
-2.8% |
-2.8% |
1.1% |
Q28 |
-13.7% |
-5.1% |
-22.7% |
-13.2% |
-15.0% |
|
Quarter ending 3-31-08 |
-18.1% |
NO |
-14.6% |
-10.0% |
-9.5% |
-9.2% |
Q27 |
-7.8% |
0.4% |
-16.4% |
-5.2% |
-11.2% |
|
Quarter ending 12-31-07 |
-4.1% |
NO |
-0.4% |
-7.4% |
-3.4% |
-5.0% |
Q26 |
20.3% |
18.7% |
-6.4% |
5.4% |
1.2% |
|
Quarter ending 9-30-07 |
0.2% |
NO |
8.0% |
-4.6% |
2.0% |
-2.4% |
Q25 |
42.4% |
26.5% |
11.7% |
16.3% |
15.5% |
|
Quarter ending 6-30-07 |
17.2% |
YES |
9.3% |
5.2% |
6.3% |
5.5% |
Q24 |
39.9% |
22.8% |
15.7% |
20.4% |
18.1% |
|
Quarter ending 3-31-07 |
6.8% |
YES |
0.9% |
0.7% |
0.6% |
3.5% |
Q23 |
18.2% |
3.8% |
4.8% |
11.7% |
6.7% |
|
Quarter ending 12-31-06 |
13.5% |
YES |
6.2% |
10.5% |
6.7% |
8.5% |
Q22 |
35.3% |
6.8% |
15.4% |
15.6% |
15.6% |
|
Quarter ending 9-30-06 |
-1.5% |
NO |
4.8% |
-1.1% |
5.6% |
-0.3% |
Q21 |
36.4% |
3.0% |
7.2% |
10.6% |
7.9% |
|
Quarter ending 6-30-06 |
-1.0% |
YES |
-7.5% |
-4.7% |
-1.5% |
-4.7% |
Q20 |
60.5% |
5.4% |
13.9% |
8.5% |
13.8% |
|
Quarter ending 3-31-06 |
22.2% |
YES |
3.8% |
10.9% |
4.2% |
12.2% |
Q19 |
76.2% |
14.7% |
24.3% |
11.6% |
25.2% |
|
Quarter ending 12-31-05 |
14.5% |
YES |
2.4% |
2.7% |
2.1% |
1.2% |
Q18 |
36.7% |
1.2% |
7.5% |
4.8% |
7.4% |
|
Quarter ending 9-30-05 |
15.8% |
YES |
7.3% |
5.0% |
3.6% |
5.2% |
Q17 |
46.5% |
13.4% |
19.8% |
12.1% |
20.9% |
|
Quarter ending 6-30-05 |
8.7% |
YES |
0.6% |
3.9% |
1.3% |
4.8% |
Q16 |
19.4% |
-1.6% |
10.0% |
6.2% |
12.3% |
|
Quarter ending 3-31-05 |
-5.2% |
YES |
-8.4% |
-4.1% |
-2.2% |
-3.8% |
Q15 |
16.1% |
3.0% |
6.2% |
6.6% |
8.2% |
|
Quarter ending 12-31-04 |
22.7% |
YES |
14.7% |
14.4% |
9.2% |
14.0% |
Q14 |
29.6% |
10.5% |
18.0% |
10.7% |
19.9% |
|
Quarter ending 9-30-04 |
-5.6% |
YES |
-6.9% |
-3.6% |
-1.9% |
-2.3% |
Q13 |
| |
