{"id":85,"date":"2011-03-21T14:27:17","date_gmt":"2011-03-21T21:27:17","guid":{"rendered":"http:\/\/risk-adjusted.com\/wordpress\/?page_id=85"},"modified":"2019-12-18T12:01:34","modified_gmt":"2019-12-18T20:01:34","slug":"performance","status":"publish","type":"page","link":"http:\/\/risk-adjusted.com\/wordpress\/performance-awards\/performance\/","title":{"rendered":"Current Performance"},"content":{"rendered":"

 <\/p>\n

Stamper Capital & Investments, Inc. Separately Managed Accounts (National Tax-Free) vs. Tax-Free Municipal Bond Indices Annual Total Returns, Period Ended 2-28-2026<\/h2>\n\n\n\n\t\n\t\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t
PERIOD
\r\n<\/th>		Morningstar Muni Short Category Average<\/th>SCI Separately Managed Tax-Fee Municipal Accounts Composite Net of Fees<\/th>SCI Separately Managed Accounts Net Pre-Tax Equivalent*<\/th>Bloomberg Barclay's
\r\n3 Year Tax-Free
\r\nMuni Bond Index<\/th>\n\t<\/tr>\n<\/thead>\n
1 Year<\/td>4.02%
\r\n<\/td>		3.84%<\/td>5.91%<\/td>4.38%<\/td>\n\t<\/tr>\n\t
3 Years<\/td>3.75%<\/td>3.64%<\/td>5.61%<\/td>3.75%<\/td>\n\t<\/tr>\n\t
5 Years<\/td>1.80%<\/td>2.78%<\/td>4.27%<\/td>1.60%<\/td>\n\t<\/tr>\n\t
10 Years<\/td>1.63%<\/td>2.47%<\/td>3.81%<\/td>1.68%<\/td>\n\t<\/tr>\n\t
15 Years<\/td>1.67%<\/td>2.28%<\/td>3.50%<\/td>1.76%<\/td>\n\t<\/tr>\n\t
Since Inception (1\/1\/1995)<\/td>N\/A<\/td>3.66%<\/td>5.63%<\/td>N\/A<\/td>\n\t<\/tr>\n<\/tbody>\n<\/table>\n

Note: Indices do not have fees (trading costs, custody fees, management fees, etc.) deducted from their returns. We now have a much more reasonable index to compare to - the Bloomberg Barclay's 3 Year Tax-Free Municipal Index. We still aim for similar or better returns with less risk - The key with this table is that our longer term pre-tax municipal bond returns are noticeably higher than the bond market index but with What We Think is less risk - we will see when rates start to rise and\/or credit quality yield spreads widen.
Please see the Disclaimer and Footnotes at the bottom of the page for more information.
\r\n* at 35% Federal tax rate<\/span>\n\n","protected":false},"excerpt":{"rendered":"

 <\/p>\n","protected":false},"author":1,"featured_media":0,"parent":57,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"page-altleft.php","meta":{"footnotes":""},"class_list":["post-85","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/pages\/85","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/comments?post=85"}],"version-history":[{"count":161,"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/pages\/85\/revisions"}],"predecessor-version":[{"id":1345,"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/pages\/85\/revisions\/1345"}],"up":[{"embeddable":true,"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/pages\/57"}],"wp:attachment":[{"href":"http:\/\/risk-adjusted.com\/wordpress\/wp-json\/wp\/v2\/media?parent=85"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}