5x10 Bond Matrix: Our 5 Masters Over 10 Years
FUND MANAGER 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 10 YR
Daniel Fuss
Loomis Sayles
+13.2% +28.8% +11.0% +4.0% +11.0% +8.3% -22.1% +36.8% +13.3% +3.5% +10.8%
Jeff Gundlach
DoubleLine
+11.1% +2.8% +4.9% +3.0% +5.1% +6.2% +0.9% +20.0% +16.6% +9.2% +7.9%
Bill Gross
Pimco
+9.9% +5.3% +4.9% +2.6% +3.7% +8.8% +4.6% +13.6% +8.6% +3.9% +6.6%
Laird Landmann
Metro West
-1.0% +13.9% +5.2% +3.1% +7.0% +6.3% -1.5% +17.1% +11.5% +5.2% +6.7%
James Shanahan
JP Morgan
-1.2% +25.6% +11.1% +2.7% +12.6% +1.9% -22.7% +48.0% +14.5% +2.3% +9.5%
This chart provides an overview of our Top 5 bond fund Money Masters over the 10 year period ending December 31, 2011.
Note: The bond market is less volatile than the stock market and therefore the need to diversify client assets over multiple managers to manage volatility is reduced.
The performance results shown are the 10 year average return achieved by the indicated mutual fund for the 10 year period 01/01/02–12/31/11 and show all dividends and gains reinvested. The fund results shown are net of all fund fees. All fund expenses have already been deducted from the percentage results shown. They were calculated by adding the results for 10 consecutive calendar years and dividing that result by 10. They are shown to illustrate a portion of the information RCA considers when selecting a fund manager and are for informational purposes only.
Source for calendar year results: Zephyr StyleAdvisor.
Past performance is no guarantee of future results. Actual future results will vary.
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