SMALL CAP GROWTH PERFORMANCE
Effective Annual Return
| Returns (as of 12/31/2011) |
BDHS Gross |
Russell 2000 Growth |
| YTD |
-4.94%
|
-2.91%
|
| Quarter |
14.56%
|
14.99%
|
| 1 Year |
-4.94%
|
-2.91%
|
| 3 Year |
13.35%
|
19.00%
|
| 5 Year |
0.95%
|
2.09%
|
| Since Inception (1/1/2005) |
2.85%
|
3.92%
|
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BDHS Small Cap Growth Portfolio Profile
- The investment results for BDHS Small Cap Portfolio begin
1/1/2005.
- The rate of return presented above depicts the dollar
weighted rate of return of all actual fully discretionary equity funds
under management on a calendar year basis. Deviations within the individual
accounts do occur on a yearly basis, however, these averages are generally
indicative of our equity investment results generated over time.
- The rate of return considers the following. a) All money
flows into or out of the funds b) All realized gains and losses c) All
unrealized gains or losses d) All dividend and interest income.
- There is no statistical correlation between past and
future performance. As such there is no assurance that results approximating
these returns will continue in the future.
- Gross means before fees and commissions. Net returns
are after fees and commissions.
- The Russell 2000 Growth Index is an unmanaged index of
2000 stocks selected by the Frank Russell Company.
- Returns are calculated using AIMR/GIPS guidelines.