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< back to Income Equity page
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Berkeley Capital Large Cap Value
Downside Protection in a Volatile Market
10 Worst Days of Performance for the S&P 500 Index
1/5/2001 - 9/17/2001
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1/5/2001 |
-2.62 |
-0.67 |
-2.29 |
-1.52 |
-4.40 |
-6.20 |
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3/9/2001 |
-2.48 |
-0.58 |
-1.97 |
-1.40 |
-4.05 |
-5.35 |
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3/12/2001 |
-4.32 |
-2.09 |
-4.10 |
-3.25 |
-5.91 |
-6.30 |
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3/14/01 |
-2.58 |
-2.17 |
-3.08 |
-2.79 |
-2.19 |
-2.12 |
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3/16/2001 |
-1.96 |
-1.61 |
-2.07 |
-1.56 |
-2.72 |
-2.57 |
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3/20/2001 |
-2.41 |
-1.43 |
-2.39 |
-1.84 |
-3.42 |
-4.80 |
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3/28/2001 |
-2.44 |
-0.54 |
-1.63 |
-1.24 |
-4.14 |
-5.99 |
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4/3/2001 |
-3.44 |
-2.09 |
-2.99 |
-2.75 |
-4.81 |
-6.17 |
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4/6/2001 |
-2.00 |
-1.38 |
-1.28 |
-1.69 |
-2.66 |
-3.62 |
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9/17/2001 |
-4.92 |
-2.65 |
-7.13 |
-4.60 |
-5.18 |
-6.83 |
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10 Worst Days of Performance for the NASDAQ Composite
1/5/2001 - 9/17/2001
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1/5/2001 |
-6.20 |
-0.67 |
-2.29 |
-1.52 |
-4.40 |
-2.62 |
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2/16/2001 |
-5.00 |
-0.07 |
-0.84 |
-0.11 |
-3.84 |
-1.89 |
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2/20/2001 |
-4.41 |
0.01 |
-0.64 |
-0.96 |
-3.07 |
-1.74 |
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3/9/2001 |
-5.35 |
0.58 |
-1.97 |
-1.40 |
-4.05 |
-2.48 |
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3/12/2001 |
-6.30 |
-2.09 |
-4.10 |
-3.25 |
-5.91 |
-4.32 |
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3/20/2001 |
-4.80 |
-1.43 |
-2.39 |
-1.84 |
-3.42 |
-2.41 |
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3/28/2001 |
-5.99 |
-0.54 |
-1.63 |
-1.24 |
-4.14 |
-2.44 |
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4/3/2001 |
-6.17 |
-2.09 |
-2.99 |
-2.75 |
-4.81 |
-3.44 |
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4/23/2001 |
-4.81 |
-0.02 |
-0.45 |
-0.50 |
-3.22 |
-1.50 |
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9/17/2001 |
-6.83 |
-2.65 |
-7.13 |
-4.60 |
-5.18 |
-4.92 |
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back to top ^
About Us | Products | Personnel | Resources | Contact
Copyright 2001 Berkeley Capital Management.® All rights reserved.
Berkeley Capital Management is registered with the SEC under
the Investment Advisors Act of 1940. All information provided herein
is general in nature. Nothing on this page constitutes an offer to
sell securities, provide investment services of any description, nor
constitutes investment or legal advice.
Source: Berkeley Capital Management 9/20/01
This illustration is a comparison of performance against the Large Cap
Value portfolio. Performance is gross of fees. Results include
reinvestment of dividends and interest. All accounts with no
restrictions and a beginning balance of at least $2mil are included in
Berkeley’s composite after being under management for 3 months.
S&P 500 – Capitalization-weighted benchmark that tracks broad-based
changes in the U.S. stock market. The index is comprised of 400
industrial, 20 transportation, 40 utility, and 40 financial companies.
The index is calculated on a total return basis with dividends
reinvested.
Russell 1000 Value – Contains those securities in the Russell 1000 Index
with a less-than-average growth orientation.
Russell 1000 Growth – Contains those securities in the Russell 1000
Index with a greater-than-average growth orientation.
Nasdaq – Index measuring all Nasdaq domestic and non-U.S. based common
stocks listed on The Nasdaq Stock Market.
Dow Jones Industrial Avg. (DJIA) – Price-weighted average of 30
blue-chip stocks that are generally the leaders in their industry.
It has been a widely followed indicator of the stock market since
October 1, 1928.
The purpose of this piece is not to imply that this portfolio is
directly comparable to any of the indices listed.
Each of these dates were a result of different circumstances of market
decline and will vary in the future and may be more or less favorable
to value stocks.
Past performance is not indicative of future results. Investment return
and principal value may fluctuate depending upon the time invested and
initial dollar amount invested.
back to top ^
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