TWO POINT CAPITAL All Equity vs. Stock Market Indices
Cumulative Performance: 1999 – 2018 (20 years)
From our inception in 1999 through December 31, 2018, we outperformed the Russell 3000 Index by 57%, and outperformed the S&P 500 Index by 73%, even after subtracting our 1% (or less) management fee.
Long-term Annualized Performance: 1999 – 2018
Our portfolio performance as presented in standard industry increments: over the last year, over the last three years, over the last five years, and over 20 years, since our inception in 1999.
Gross returns are presented after transaction costs but before management fees. An initial client account of $1 million would have grown at a compound annual rate of 8.8% and become $5.417 million before fees during the 20 years presented. A 1% annual fee, withdrawn quarterly, would reduce the compound annual rate of return to 7.7% and the ending account value to $4.436 million. Our management fee never exceeds 1%. Performance results have been audited by an independent accounting firm.
Past performance is no guarantee of future results. Individual investor results will vary. Performance results may be materially affected by market and economic conditions.
Transparency is one of our key values
We meet with our clients on an annual basis for a comprehensive review of their investments. We have our results regularly audited by an independent accounting firm. We post our consolidated results on our website.
In addition, all of our client funds are held by separate third-party custodians, which send monthly reports directly to each client. We have the authority to purchase and sell securities on your behalf, but we have no authority to remove funds from your account without your written approval.