This table depicts our most recent returns (preliminary and subject to change upon final reconciliation and reporting) for the WPS Global Composite (Net) versus the MSCI World Index (with dividends reinvested).
| |
Returns Year-to-Date (in USD)
|
| |
WPS Global Composite
(Net)*
|
MSCI World
Index
|
| Month March |
-0.3%
|
-1.0%
|
| YTD 2008 (as of 3/31/2008) |
-10.5%
|
-9.1%
|
| 1st Qtr 2008 |
-10.5%
|
-9.1%
|
* Preliminary. Updated on a monthly basis.
The annual returns as well as the annualized returns (Gross and Net) for the WPS Global Composite versus the MSCI World Index (with dividends reinvested) are as follows:
| Year Ending December |
Annual % Change (in USD) |
| |
WPS Global
(Gross)
|
WPS Global
(Net)
|
MSCI World
Index
|
| 2004 |
19.8%
|
18.4%
|
14.7%
|
| 2005 |
18.0%
|
16.7%
|
9.5%
|
| 2006 |
12.5%
|
11.4%
|
20.1%
|
| 2007 |
6.4%
|
5.5%
|
9.0%
|
Annualized Return
Since Inception (as of 12/31/2007) |
14.0%
|
12.9%
|
13.2%
|
Updated on a quarterly basis.
This information is incomplete without the accompanying explanatory notes.
International Portfolio Returns
In November 2006, we introduced a new international investment product to provide a means for U.S. clients to invest in the best companies outside the United States.
This table shows the most recent returns (Net) (preliminary and subject to change upon final reconciliation and reporting) of the international equity portfolio we launched in November 2006 versus the returns of the MSCI EAFE Index (with net dividends reinvested).
| Period Ending |
% Change (in USD) |
| |
WPS International
(Net)
|
MSCI EAFE Index
|
| Month March |
-3.1%
|
-1.1%
|
| YTD 2008 (as of 3/31/2008) |
-14.1%
|
-8.9%
|
| 1st Qtr 2008 |
-14.1%
|
-8.9%
|
| 2007 |
9.0%
|
11.2%
|
|
Annualized Return
Since Inception* (as of 12/31/2007)
|
12.4%
|
13.9%
|
* From date of inception, November 8, 2006