Annual Returns

This section graphs the performance of the service as measured by the Value Added Monthly Index (VAMI) against the performance of the selected benchmark. The VAMI is a simple way of assessing a service's results, as it measures the performance of a hypothetical investment of $1,000 over time.

You can also select different time periods - when you do, the results for both the service and the benchmark are recalculated and displayed for that period, so you can accurately compare the performance of one with the other.

The service's percentage annual return is based on the change in value of the VAMI, which begins with a hypothetical $1,000 investment. This amount is then compounded using the service's monthly returns from January through to December.

The actual percentage change in the value of the VAMI from one year to another gives the Annual Return of the service.

The Data Box at the bottom of the page gives the VAMI and Annual Percentage Return values for both the service and the benchmark.

And just below the data-box is the Average Annual Return and the Current Year Annualized Return. This is the annual return that the service could be expected to make if it maintains the same rate of performance for the rest of the year that it has achieved to date.