JCB Capital Performance - Wealth Management

Historical Data

It all comes down to WHO is Advising You.

Indexes

Year

Indexes	2010	2009	2008	2007	2006	2005	2004	2003	2002	2001

DJIA		18.82%	-33.84%	6.43%	16.29%	-0.61%	3.15%	25.32%	-16.76%	-7.10%
S&P 500		23.45%	-38.49%	3.53%	13.62%	3.00%	8.99%	26.38%	-23.37%	-13.04%
NASDAQ		43.89%	-40.54%	9.81%	9.52%	1.37%	8.59%	50.01%	-31.53%	-21.05%
10 year Treasury - Yield		72.40%	-45.02%	-14.10%	7.59%	2.35%	-0.23%	11.52%	-24.06%	-1.57%

Mid Cap		35.00%	-37.28%	6.69%	8.99%	11.27%	15.16%	34.02%	-15.45%	-1.63%
Small Cap		23.78%	-31.99%	-1.22%	14.07%	6.65%	21.59%	37.53%	-15.32%	5.73%
Micro Cap		23.05%	-39.43%	-9.40%	14.37%	11.20%	~	~	~	~
Financial - xlf		10.15%	-55.35%	-4.82%	-3.34%	4.12%	8.55%	27.79%	-15.68%	-10.35%
Technology - xlk		49.45%	-42.11%	15.28%	10.69%	-0.80%	3.41%	38.27%	-38.17%	-23.35%
Health - xlv		17.32%	-24.83%	6.09%	5.29%	5.21%	0.10%	14.02%	-0.82%	-1.24%
Natural Resources - xle		19.89%	-39.59%	35.90%	15.90%	38.15%	31.39%	22.88%	-15.83%	-19.30%
Reits - icf		18.64%	-43.41%	-21.32%	33.31%	11.33%	27.97%	28.90%	-2.45%	8.10%

CRB - futures		23.49%	-36.02%	16.73%	-7.38%	19.10	16.57%	22.94%	31.35%	-24.49%
Gold		27.75%	3.35%	31.60%	22.78%	19.08	4.32%	21.57%	23.83%	1.47%
Oil		88.10%	-56.25%	57.38%	1.67%	42.86	31.25%	3.23%	63.16%	-26.92%
Euro		2.97%	-4.68%	10.65%	11.44%	-12.53	7.47%	20.14%	17.80%	-5.19%

World Equity Market		43.03%	-47.20%	21.75%	22.41%	13.69%	12.43%	32.97%	-20.04%	-16.69%
MSCI Europe Index		22.40%	-45.84%	7.04%	16.71%	22.67%	17.62%	34.79%	-20.11%	-21.23%
MSCI Asia Pacific Index		34.64%	-42.75%	11.19%	14.51%	21.81%	15.06%	36.83%	-10.88%	-23.83%
S&P Latin America 40		94.66%	-51.86%	48.46%	38.37%	53.35%	38.86%	65.69%	-23.32%	33.70%
MSCI BRIC		89.25%	-60.33%	55.98%	52.87%	39.81%	13.63%	84.21%	-15.20%	-16.96%
S&P Middle East & Africa		48.94%	-39.15%	39.45%	-11.03%	71.77%	20.98%	42.86%	~	~

Japan's NIKKEI Index		19.04%	-42.12%	-11.13%	6.92%	40.24%	7.61%	24.45%	-18.63%	-23.52%
Germany's DAX Index		23.85%	-40.37%	22.29%	21.98%	27.07%	7.34%	37.08%	-43.94%	-19.79%
Britain's FTSE Index		22.07%	-31.33%	3.80%	10.71%	16.71%	7.54%	13.62%	-24.48%	-16.15%
France's CAC Index		22.32%	-42.68%	1.31%	17.53%	23.40%	7.40%	16.12%	-33.75%	-21.97%
Canada's TSX Index		30.69%	-35.03%	7.16%	14.51%	21.91%	12.48%	24.29%	-13.97%	-13.94%

Brazil's BOVESPA Index		82.66%	-41.22%	43.65%	32.93%	27.71%	17.81%	97.34%	-17.01%	-11.02%
Russia's RTS Index		128.62%	-72.41%	19.18%	71.26%	82.72%	8.26%	57.98%	38.08%	81.49%
India's Bombay SENSEX Index		81.03%	-52.45%	47.15%	46.70%	42.33%	13.08%	72.89%	3.52%	-17.87%
China's Shanghai Composite		79.98%	-65.39%	96.66%	128.70%	-7.63%	-15.40%	10.27%	-17.52%	-20.62%

Investing performs over the long-term.

Indexes

Return through End of Year

Indexes	2010	2009/ 1yr	2yr / Return	3yr / Return	4yr / Return	5yr / Return	6yr / Return	7yr / Return	8yr / Return	9yr / Return

DJIA		18.82%	-21.39%	-16.33%	-2.70%	-3.29%	-0.25%	25.01%	4.06%	-3.34%
S&P 500		23.45%	-24.06%	-21.38%	-10.67%	-7.99%	0.29%	26.74%	-2.87%	-15.54%
NASDAQ		43.89%	-14.45%	-6.05%	2.89%	4.31%	13.27%	69.91%	16.34%	-8.15%
10 year Treasury - Yield		72.40%	-5.22%	-18.59%	-12.41%	-10.35%	-10.56%	-0.26%	-24.25%	-25.44%

Mid Cap		35.00%	-15.33%	-9.66%	-1.54%	9.55%	26.16%	69.08%	42.96%	40.63%
Small Cap		23.78%	-15.82%	-16.85%	-5.14%	1.16%	23.00%	69.17%	43.26%	51.48%
Micro Cap		23.05%	-25.47%	-32.48%	-22.78%	-14.13%	~	~	~	~
Financial - xlf		10.15%	-50.82%	-53.19%	-54.76%	-52.89%	-48.87%	-34.66%	-44.90%	-50.61%
Technology - xlk		49.45%	-13.48%	-0.26%	10.40%	9.52%	13.26%	56.60%	-3.17%	-25.77%
Health - xlv		17.32%	-11.82%	-6.45%	-1.49%	3.64%	3.74%	18.28%	17.32%	15.85%
Natural Resources - xle		19.89%	-27.58%	-1.58%	14.07%	57.59%	107.06%	154.45%	114.17%	72.84%
Reits - icf		18.64%	-32.87%	-47.18%	-29.59%	-21.62%	0.31%	29.30%	26.13%	36.35%

CRB - futures		23.49%	-20.99%	-7.78%	-14.59%	1.72%	18.58%	45.78%	91.49%	44.59%
Gold		27.75%	32.02%	73.74%	113.32%	154.02%	164.99%	222.16%	298.92%	304.76%
Oil		88.10%	-17.71%	29.51%	31.67%	88.10%	146.88%	154.84%	315.79%	203.85%
Euro		2.97%	-1.86%	8.60%	21.03%	5.86%	13.77%	36.69%	61.02%	52.66%

World Equity Market		43.03%	-24.47%	-8.05%	12.56%	27.98%	43.89%	91.33%	52.99%	27.45%
MSCI Europe Index		22.40%	-33.71%	-29.04%	-17.18%	1.59%	19.49%	61.06%	28.68%	1.36%
MSCI Asia Pacific Index		34.64%	-22.92%	-14.29%	-1.85%	19.55%	37.56%	88.23%	67.76%	27.78%
S&P Latin America 40		94.66%	-6.30%	39.10%	92.48%	195.16%	309.86%	579.10%	420.73%	596.21%
MSCI BRIC		89.25%	-24.92%	17.11%	79.03%	150.30%	184.43%	423.95%	344.33%	268.96%
S&P Middle East & Africa		48.94%	-9.38%	26.38%	12.43%	93.12%	133.64%	233.77%	~	~

Japan's NIKKEI Index		19.04%	-31.10%	-38.78%	-34.54%	-8.20%	-1.22%	22.93%	0.04%	-23.50%
Germany's DAX Index		23.85%	-26.15%	-9.69%	10.15%	39.97%	50.24%	105.95%	15.45%	-7.40%
Britain's FTSE Index		22.07%	-16.17%	-12.99%	-3.66%	12.43%	20.91%	37.37%	3.75%	-13.01%
France's CAC Index		22.32%	-29.88%	-28.97%	-16.52%	3.01%	10.64%	28.47%	-14.88%	-33.58%
Canada's TSX Index		30.69%	-15.09%	-9.00%	4.20%	27.03%	42.88%	77.58%	52.78%	31.48%

Brazil's BOVESPA Index		82.66%	7.36%	54.22%	105.01%	161.83%	208.45%	508.70%	405.14%	349.47%
Russia's RTS Index		128.62%	-36.93%	-24.83%	28.73%	135.24%	154.67%	302.32%	455.51%	908.17%
India's Bombay SENSEX Index		81.03%	-13.91%	26.68%	85.84%	164.51%	199.11%	417.13%	435.35%	339.68%
China's Shanghai Composite		79.98%	-37.72%	22.49%	180.13%	158.76%	118.91%	141.38%	99.10%	58.05%

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