Patton Fund Management IncPatton Fund Management Inc.

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Additional Performance Comparisons

Here you can easy view additional performance details comparing our Patton Client performance to the following:

  • Average Private Client (ARC Private Client Index) ?
  • Harvard Endowment ?
  • University Endowments (Average of All) ?
  • Traditional Growth Model ?
  • Yale Endowment ?

Read more about these industry benchmarks


These are some of the best performance comparisons we can find in the industry.

Display Performance Comparison.

Patton Clients versus Competition ?

Super-Diversification versus Competition

This illustrates the performance of our growth-oriented Super-Diversified portfolio allocation since its inception as compared to various competitive measures.

Comparables

Below are explanations of each Comparable:

  • Average Private Client: ARC Private Client indice which is real performance numbers delivered to discretionary private clients by participating investment managers. See www.AssetRisk.com.
  • Harvard Endowment: actual returns of the Harvard University Endowment which is one of the largest in the world and has been among the most successful.
  • University Endowment - All - Average: the average return of all universifty endowments as reported by NACUBO.
  • Vanguard LifeStrategy Growth Fund: a growth-oriented diversified mutual fund from Vanguard with a similar risk profile to our Super-Diversified portfolio allocation.
  • Yale Endowment: actual returns of the Yale University Endowment which is one of the largest in the world and has been among the most successful.
Note: all university endowment returns are only updated annually through June 30th each year.

What to Graph

You can choose to graph one of the following:

  • Compounded Return: the compounded annual return for the date range displayed.
  • Cumualtive Return: the cumulative, or total, return since inception.
Cumulative Return
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See how our returns compared to various industry benchmarks
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Trailing Returns thru
Period Patton Clients Comparable Difference
Year-by-Year Returns
Period Patton Clients Comparable Difference