Equity Performance

Please See Important Disclosure Statement Below

Inception Date 11/30/2000  through 02/19/2009

                     

Time Period Pantheon Net S&P 500 Difference
Inception 51.7% -31.3% 83.0%
7 Year 38.1% -19.7% 57.8%
5 Year 5.8% -25.0% 30.8%
4 Year 6.3% -29.8% 36.1%
3 Year 2.9% -35.2% 38.1%
2 Year 4.1% -42.1% 46.2%
1 Year -2.9% -40.0% 37.1%
       
Year Pantheon Net S&P 500 Difference
2001 9.0% -11.9% 20.9%
2002 -3.9% -22.1% 18.3%
2003 29.7% 28.6% 1.1%
2004 5.0% 10.8% -5.8%
2005 .9% 4.9% -4.0%
2006 .0% 15.8% -15.8%
2007 4.7% 5.5% -.8%
2008 -1.9% -37.0% 35.0%
2009 .9% -13.4% 14.3%

 

 

 

1Disclosure
1*Pantheon Investments, LLC performance data represents all actual, fully discretionary managed Equity Investment Advisory accounts currently managed by Pantheon Investments, LLC. The column Net of Fees shows performance after deduction of management fees. The results portrayed reflect the reinvestment of dividends and other earnings.  Material market or economic conditions may adversely impact performance. Actual results of an individual account may be materially different from the performance shown herein because of differences in inception date, transaction and related costs, restrictions, fees and other factors. Source of all charts and graphs is Pantheon Investments, LLC. Portfolio characteristics are derived using current available data from independent research sources that are believed to be accurate. Past performance is no guarantee of future success. Other clients of Pantheon with different investment objectives may hold different securities. Any industries or securities listed above should not be considered a recommendation to purchase or sell. The reader should not assume that investments in the specific securities or industries identified above were or will be profitable.  Intra-month performance is estimated but not yet reconciled.