Performance History

Affiliated Investment Advisors, Inc.

Performance History

Percent Return per Year – All Accounts

Year

All Accounts

Nasdaq

S&P 500

Dow Jones

1998

31.12

39.62

26.70

16.10

1999

121.96

85.58

19.52

25.21

2000

27.09

-39.29

-10.14

-6.17

2001

-27.96

-21.05

-13.04

-7.10

2002

-20.06

-31.53

-23.37

-16.76

2003

45.40

50.01

26.38

25.32

2004

6.99

8.59

8.99

3.15

2005

14.52

1.37

3.00

-0.61

2006

-1.83

9.52

13.62

16.29

2007

13.72

9.81

3.53

6.43

2008

13.64

-40.54

-38.49

-33.84

2009

24.08

43.89

23.45

18.82

2010

22.46

16.91

12.78

11.02

2011

-11.77

-1.80

0.00

5.53

2012

8.82

15.91

13.41

7.26

2013

49.01

38.32

29.60

26.50

2014

6.14

13.40

11.39

7.52

2015

3.79

5.72

-0.73

-2.25

2016

23.42

7.55

9.58

4.94

         

Total Return as %

1,323.18

242.90

130.87

150.04

Total Return Annualized as %

15.00

6.70

4.50

4.94

PAST PERFORMANCE RESULTS ARE NOT INTENDED TO BE INDICATIVE OF FUTURE PERFORMANCE RETURNS. INVESTING IN STOCKS AND BONDS INHERENTLY CARRIES A RISK OF POTENTIAL LOSS OF ORIGINAL INVESTMENT AND/OR PRINCIPAL BUT ALSO PROVIDES THE OPPORTUNITY FOR GAIN.

AFFILIATED INVESTMENT ADVISORS, INC. IS A TRADITIONAL INVESTMENT ADVISOR WHICH DOES NOT ENGAGE IN LEVERAGING AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS. ALL INVESTMENTS CAN BE SOLD IMMEDIATELY FOR DAILY LIQUIDITY AND ARE ALL EXCHANGE TRADED STOCKS AND BONDS ON NATIONAL EXCHANGES THAT PROVIDE DAILY OR PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS. ALL CLIENT FUNDS ARE HELD IN INDIVIDUALLY SEGREGATED ACCOUNTS BY THIRD PARTY CUSTODIANS THAT INDEPENDENTLY PROVIDE TO EACH CLIENT STATEMENTS, ACTIVITY REPORTS AND TRADE CONFIRMATIONS.

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