Performance Chart:
Performance Comparison
The Performance Chart shows that over the period from 2001 to 2011, E. S. Schwartz and Company, Inc.'s portfolios outperformed the S&P 500 significantly. $10,000 invested in the S&P 500 Index in 2011 would be worth only $8,968 today. By comparison, the same amount managed across all of E. S. Schwartz and Company, Inc.'s portfolios would yield $13,273 today. That means that E. S. Schwartz and Company, Inc. outperformed the S&P Index by 51% over the period.
Our Conservative Growth Investment Strategy aims to protect client assets in down markets and to participate in gains in up markets. The results from 2001 to 2011 show the success of that strategy. We have avoided the major losses that occurred from January of 2008 to May of 2009, while participating in the positive market moves.
We are pleased to present these results and appreciate your trust and confidence in E. S. Schwartz and Company, Inc. We invite you to schedule an appointment to review your individual portfolio by calling us at 617.332.3535 or emailing us at eschwartz@esscoweb.com.
