OakTree Investment Advisors began utilizing the Economic Cycle Research Institute’s full suite of business cycle data in September 2005. In 2003, 2004, and the first 3 Quarters of 2005, OakTree was using ECRI’s abbreviated business cycle data set (“ECRI Lite”).
TOTAL PORTFOLIO
Oaktree Investment Advisors
S&P 500 Index (TOTAL RETURN)
STANDARD DEVIATION
Oaktree Investment Advisors
S&P 500 Index (TOTAL RETURN)
2001
-11.88
-11.9
12.28
N/A
2002
-10.19
-22.1
7.84
N/A
2006
10.23
15.81
6.62
5.4
2008
-19.34
-37
13.9
20.13
2009
16.8
26.45
7.72
21.33
2010
6.47
15.05
7.57
18.44
2011
2.89
2.12
5.14
15.26
3 Year*
(3/31/09 -
3/31/12)
9.79
23.39
6.49
16.00
5 Year*
(3/31/07 -
3/31/12)
3.46
2.01
9.16
18.92
Note: YTD is As of 3/31/12
* Time periods over one year are annualized
Disclamer: Returns are calculated on all accounts that are in excess of $200,000, including immediate family accounts that have an aggregate value in excess of $200,000. Accounts that have annuities set up for withdrawals are not included in the calculation due to pricing issues. Performance is calculated by utilizing Schwab Performance Technologies® Software which is licensed to Oakmont Investment Advisors, Inc. Returns are not guaranteed. Past performance is no guarantee of future performance.
