HISTORICAL PERFORMANCE

Compare Our Yields.

 

Portfolio Performance*
Investors Prime Fund vs S&P 500, Treasury, and CD Rates
(assumes $100,000 investment at inception)

 

 

2006 (June 30–Dec 31)             8.60%

2007                                                   8.25%

2008                                                   8.63%

2009                                                   6.50%

2010                                                    7.50%


Current Yield 7.5% (Compounded)

 

Meet Pete Pattersen, an Investors Prime Fund member.

In January of 2007, Mr. Pattersen** invests $100,000 into Investors Prime Fund. He puts in no additional money after his initial investment, and he lets his earnings compound for ten years at an average of 7% per year. After ten years his investment is worth approximately $201,000. Pete is now sixty-five and retired, and he wants to withdraw his capital and earnings in equal monthly increments over the next ten years as part of his retirement income. During the next ten years, Pete’s investment continues to earn an average of 7% compounded yield. Pete is able to withdraw approximately $2,334 per month of earnings and capital over ten years, which represents a cumulative capital and interest payout of approximately $280,054 on his original $100,000 investment.

 

** Pete is fictional and while his situation is common and his returns are plausible, this story should not be construed as a prediction of future Fund yields.

 

* Investors Prime Fund is not FDIC insured and the members’ annual return is not guaranteed. Past performance is no guarantee of future results.