Our goal is to help clients achieve peace of mind.
To do this, Chevy Chase Trust takes a personalized investment management approach with twin objectives: to grow assets and protect people.The following chart demonstrates our performance record.
| Chevy Chase Trust Multi-Cap Equity Performance Compared to Bechmark Indexes |
Annualized Investment Returns
(through 09/30/2008) |
|||
1 Yr |
3 Yrs |
5 Yrs |
7 Yrs |
|
| Chevy Chase Trust Multi-Cap Equity After Management Fees |
-16.9% |
4.5% |
11.7% |
8.9% |
| S&P 500 Index | -22.0% |
0.2% |
5.2% |
3.5% |
| Wilshire 5000 Index | -21.2% |
0.6% |
6.0% |
4.9% |
| MSCI World Index | -25.6% |
1.3% |
7.9% |
5.9% |
Best Performance For Each Period Is In Bold
The information presented above is past performance, which is not indicative
of future results.
The Multi-Cap Equity Composite includes accounts designated to be managed in Chevy Chase Trust’s Multi-Cap style. The inception for the composite was May 1, 2001. Taxable accounts that have significant positions in low-basis securities, and accounts that have significant client-imposed investment restrictions are excluded from the composite. As of September 30, 2008 the Multi-Cap Composite included 461 accounts with an aggregate market value of $515,442,650. This represented 56% of the assets under the Multi-Cap management style and 22% of Chevy Chase Trust’s total managed assets. Each account is individually managed with respect to investment objectives and tax considerations. Monthly account performance is weighted by the market value of the account. Investment advisory fees are described in Part II of Chevy Chase Trust’s Form ADV.
The S&P 500 Index is a capitalization-weighted index of 500 stocks intended to be a representative sample of large-cap companies in leading industries within the U.S. economy.
The Wilshire 5000 Index is a capitalization-weighted index that measures the performance of all U.S.-headquartered equity securities with readily available price data, and is intended to measure the entire U.S. stock market.
The MSCI World Index is Morgan Stanley Capital International’s market capitalization-weighted index composed of companies representative of 22 developed market countries in North America, Europe, and the Asia/Pacific Region.
One cannot invest directly in the above-referenced indexes.
Based on individual income needs and risk tolerance, Chevy Chase Trust client portfolios are typically allocated between equity and fixed income asset classes. The above chart represents equity performance only.
The Multi-Cap Equity Composite includes accounts designated to be managed in Chevy Chase Trust’s Multi-Cap style. The inception for the composite was May 1, 2001. Taxable accounts that have significant positions in low-basis securities, and accounts that have significant client-imposed investment restrictions are excluded from the composite. As of September 30, 2008 the Multi-Cap Composite included 461 accounts with an aggregate market value of $515,442,650. This represented 56% of the assets under the Multi-Cap management style and 22% of Chevy Chase Trust’s total managed assets. Each account is individually managed with respect to investment objectives and tax considerations. Monthly account performance is weighted by the market value of the account. Investment advisory fees are described in Part II of Chevy Chase Trust’s Form ADV.
The S&P 500 Index is a capitalization-weighted index of 500 stocks intended to be a representative sample of large-cap companies in leading industries within the U.S. economy.
The Wilshire 5000 Index is a capitalization-weighted index that measures the performance of all U.S.-headquartered equity securities with readily available price data, and is intended to measure the entire U.S. stock market.
The MSCI World Index is Morgan Stanley Capital International’s market capitalization-weighted index composed of companies representative of 22 developed market countries in North America, Europe, and the Asia/Pacific Region.
One cannot invest directly in the above-referenced indexes.
Based on individual income needs and risk tolerance, Chevy Chase Trust client portfolios are typically allocated between equity and fixed income asset classes. The above chart represents equity performance only.