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The Eagle Equity Income program offers clients the opportunity not only to take advantage of the security of steady income but also the opportunity to participate in the market's long-term growth potential. Equity Income clients historically have received annualized returns between 8 percent and 9 percent with a low measure of risk (standard deviation). The portfolio is diversified among common stocks, convertible bonds, convertible preferred stocks and real estate investment trusts (REITs).
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| Typical Market Capitalization |
Benchmark |
Account Minimum |
Typical Turnover |
Typical Number of Holdings |
| $5 billion or greater |
S&P 500 Index |
$100,000 |
Less than 50% |
30 to 40 |
| |
1st Qtr |
2nd Qtr |
3rd Qtr |
4th Qtr |
Annual |
S&P 500 |
| |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Gross |
Net |
Index |
| 2000 |
-1.02% |
-1.49% |
1.91% |
1.45% |
5.44% |
4.95% |
5.98% |
5.48% |
12.72% |
10.63% |
-9.12% |
| 2001 |
-3.99% |
-4.45% |
4.53% |
4.03% |
-4.99% |
-5.44% |
2.84% |
2.34% |
-1.94% |
-3.81% |
-11.88% |
| 2002 |
4.42% |
3.94% |
-7.29% |
-7.75% |
-12.23% |
-12.71% |
5.03% |
4.52% |
-10.76% |
-12.52% |
-22.12% |
| 2003 |
-2.45% |
-2.93% |
11.08% |
10.58% |
1.86% |
1.36% |
10.30% |
9.78% |
21.75% |
19.45% |
28.69% |
| 2004 |
2.95% |
2.46% |
-0.05% |
-0.52% |
1.52% |
1.04% |
7.75% |
7.23% |
12.56% |
10.43% |
10.87% |
| 2005 |
-0.13% |
-0.61% |
1.89% |
1.39% |
3.98% |
3.48% |
0.55% |
0.06% |
6.39% |
4.34% |
4.89% |
| 2006 |
6.61% |
6.13% |
1.10% |
0.63% |
5.47% |
4.99% |
7.28% |
6.78% |
21.95% |
19.73% |
15.80% |
| 2007 |
1.43% |
0.97% |
4.62% |
4.13% |
2.95% |
2.45% |
-3.04% |
-3.52% |
5.93% |
3.92% |
5.49% |
| 2008 |
-6.24% |
-6.68% |
-5.99% |
-6.42% |
0.43% |
-0.05% |
-18.54% |
-18.98% |
-27.89% |
-29.28% |
-37.00% |
| 2009 |
-13.43% |
-13.86% |
11.71% |
11.23% |
13.00% |
12.49% |
7.80% |
7.25% |
17.80% |
15.59% |
26.46% |
| 2010 |
5.41% |
4.92% |
-8.98% |
-9.38% |
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— |
— |
— |
-4.06% |
-4.92% |
-6.65% |
| Year |
Percentage |
$100,000 Compounded |
| 1 |
14.71% |
$114,706 |
| 3 |
-8.41% |
$76,827 |
| 5 |
0.03% |
$100,141 |
| 10 |
2.17% |
$124,005 |
| 15 |
5.62% |
$227,073 |
| Since Inception (July 1, 1981) |
8.11% |
$960,556 |
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