2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Average Rate of Return
Five Mile River* 29.8 27.2 9.7 15.5 4.0 (38.6) 18.8 15.2 4.7 3.5 19.4 10.3 (13.9) 9.69 10.04 8.37%
S & P 500** 33.2 10.9 4.9 15.8 5.5 (37.0) 26.9 15.1 2.1 16.0 32.4 13.7 1.3 11.93 21.80 11.64%

*Five Mile River Investment Management LLC (FMR) began operations on April 1, 2003. Performance listed for FMR 2003 is account #118-17545. Performance from 2004 to February 2006 is a composition of FMR’s Income/Value Portfolios’ performance used a time weighted software product called Rate of Return Software. In January 2006 FMR subscribed to another time weighted software product called Scorecard (later named Performance IQ), a product of Informa Investment Solutions. Currently 16 accounts withdraw income comprised of dividends and distributions from their accounts on a monthly basis. This represents 15% of the total accounts included in Scorecard Performance reporting. The majority of FMR accounts included in the Scorecard composite are diversified with 15 investments or more in the portfolio. The exceptions can be if an undiversified account is part of a family. The family accounts of the principles are not included in the performance. Results are net of management fees and are not audited and have not been otherwise reviewed or verified by any outside party.

** S & P 500 – Large capitalization companies. The composite includes dividends.

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