The data below demonstrates our performance history. Included is a risk scat-o-gram showing our average annual returns along with the standard deviation of the portfolios comparing us to our piers. We have also displayed our annual returns in both a table and graph below.
Source: Zephyr StyleADVISOR
| 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Crossroads Investment Advisors LLC | 2.10% | -3.37% | -13.25% | 41.10% | 8.70% | 4.51% | 17.56% | 3.18% | -46.49% | 42.38% |
| S&P 500 | -9.11% | -11.88% | -22.10% | 28.68% | 10.88% | 4.91% | 15.79% | 5.49% | -37.00% | 26.46% |
| Russell 1000 | -7.79% | -12.45% | -21.65% | 29.89% | 11.40% | 6.27% | 15.46% | 5.77% | -37.60% | 28.43% |
Source: Zephyr StyleADVISOR
Source: Zephyr StyleADVISOR
Disclosures
- Performance shown is based on actual averaged results received by clients of Crossroads Investment Advisors.
- The results shown relate only to a select group of our clients; i.e. those clients for whom Crossroads Investment Advisors have full-discretion over trading in the client account and who are fully invested in the Hallmark Strategy composite.
- Results shown are calculated net of advisory, transactional, and/or other fees.
- Past performance is not a warranty for future returns.
- Performance figures are not CFA Institute- (formally AIMR) compliant, as they have not been independently audited.
- While dividends are not automatically reinvested into their respective security, dividends are retained in clients’ accounts and are, eventually, invested in securities chosen by Crossroads Investment Advisors, LLC.
- Performance shown compares Crossroads Hallmark Strategy against the S&P 500 index and the Russell 1000 index over the same time period. The S&P 500 is an index comprised of 500 large-cap domestic common stocks. The Russell 1000 index measures the performance of the 1000 largest investment-grade domestic common stocks. As our Hallmark Strategy includes only 35-50 positions, our portfolio is more concentrated than either of the indices shown, and therefore may carry a greater risk of loss. Also, although clients of the Hallmark Strategy are primarily invested in large-cap to mid-cap domestic common stocks, we have included in our portfolio small-cap, foreign, and/or emerging market common stocks, mutual funds, and/or ETFs, which means the sectors of the markets we cover are more diverse than either of the indices shown; however small-cap, foreign, and emerging market common stocks, mutual funds, and ETFs may carry with them greater political, currency, or market risk than those common stocks held by the S&P 500 or the Russell 1000 indices.
- Between October of 2007 and March 2009, the Hallmark Strategy had an abnormally large cash position that is reflected in the performance shown. Clients’ cash positions during that time were up to as much as 30% of the value of the portfolio which is atypical for the Hallmark Strategy. We prefer a cash position of less than 10% in the portfolio, but we felt the recession and financial crisis warranted that move. As indices typically do not hold or raise their cash positions to that extent, this could be viewed as a performance advantage compared to our benchmarks.