2600 Tenth Street, Suite 607 • Berkeley, CA  94710 • (510) 368-5870 • info@libertyinvesting.com

Home Blog Philosophy Performance Chart Fee-Only Biography Fees Disclosure Contacts

Historical Performance Chart

The graph below charts the historical time-weighted performance of Niehaus Liberty clients and the corresponding time-weighted S&P 500 performance.  The vertical axis shows the total return from February 27, 2006, at the date of each quarterly report. The chart was last updated March 30, 2012.   

   

Past performance does not guarantee future success. Performance numbers do not include fixed-income only accounts.