Faires Investment Revocable Trust has been extremely diligent in planning its long-term financial performance. Innovative financing, acquisitions, management, and a little bit of luck have made this possible. Intelligent funding and value-based investments have allowed Faires Investment Revocable Trust to survive past downturns in the real estate and capital markets. Following the basic principles of value investing, Faires Investment Revocable Trust strives to grow at a healthy rate while limiting our exposure to unnecessary risks. We firmly believe that slow and cautious wins the race.
Year | Annual Percentage Change Of Trust Equity | Annual Inflation | Annual Percentage Change Of Trust Equity Adjusted For Inflation |
---|---|---|---|
2010 | 37.81% | 1.64% | 36.17% |
2011 | 42.21% | 3.16% | 39.05% |
2012 | 69.43% | 1.70% | 67.73% |
2013 | 317.37% | 1.50% | 315.87% |
2014 | 74.19% | 0.80% | 73.39% |
2015 | 158.59% | 0.70% | 157.89% |
2016 | 87.32% | 2.10% | 85.22% |
2017 | 37.23% | 2.10% | 35.13% |
2018 | 20.72% | 1.90% | 18.82% |
2019 | 27.34% | 1.80% | 25.54% |
2020 | 22.36% | 1.40% | 20.96% |
2021 | 28.52% | 7.00% | 21.52% |
2022 | 28.04% | 6.50% | 21.54% |
2023 | 17.59% | 3.40% | 14.19% |
2024 | 23.47% | 2.90% | 20.57% |