How would the value of my portfolio change under the Agreement compared to the performance of the Index during the same timeframe?
The following table shows the year-end percentage change in the value of the S&P 500 Index for each year from 1970 through 2005 and the percentage change in portfolio value when a MEPA is incorporated into your strategy: date % change value date % change value date % change value 1970 0.1% 0.1% 1982 14.8% 14.8% 1994 -1.5% 0.0% 1971 10.8% 10.8% 1983 17.3% 17.3% 1995 34.1% 34.1% 1972 15.6% 15.6% 1984 1.4% 1.4% 1996 20.3% 20.3% 1973 -17.4% 0.0% 1985 20.9% 20.9% 1997 31.0% 31.0% 1974 -29.7% 0.0% 1986 19.8% 19.8% 1998 26.7% 26.7% 1975 31.5% 31.5% 1987 2.0% 2.0% 1999 19.5% 19.5% 1976 19.1% 19.1% 1988 12.4% 12.4% 2000 -10.1% 0.0% 1977 -11.5% 0.0% 1989 27.3% 27.3% 2001 -13.0% 0.0% 1978 1.1% 1.1% 1990 -6.6% 0.0% 2002 -23.4% 0.0% 1979 12.3% 12.3% 1991 26.3% 26.3% 2003 26.4% 26.4% 1980 25.8% 25.8% 1992 4.5% 4.5% 2004 9.2% 9.2% 1981 -9.7% 0.0% 1993 7.1% 7.1% 2005 2.8% 2.8% What are the tax consequences of purchasing a MEPA? To the best of our knowledge, there are no statutory provisions, regulatio
Related Questions
- How would the value of my portfolio change under the Agreement compared to the performance of the Index during the same timeframe?
- A customer has an Open Value agreement that is due for renewal. Can they opt out of the agreement?
- How can I obtain Index analytics for portfolio performance measurement and attribution?
