Our Track Record

At HJ Sims, we live and breathe the bond market. And we have the track record to prove it. Through bull markets and bear; through booms, bubbles and busts, we’ve demonstrated our exceptional expertise.  For our clients, that means the ability to build wealth without riding the Wall Street roller coaster.

Through the years, we’ve compiled an impressive track record:

    • Since 1965, we’ve underwritten approximately $11.5 billion in high yield,
      non-investment grade bonds
    • Of these, $4.6 billion have already reached maturity,
      been repaid or closed
    • The average composite return of HJ Sims closed financings since 1965 is a modified yield of 9.29%, including defaults*

A PDF version of HJ Sims Track Record can be accessed here:Adobe PDFHJ Sims Track Record

*This rate reflects the composite return of the longest maturity of the 226 bond issues in 27 states that have closed since 1965, including defaults. There can be no assurance that returns achieved in prior investments will be similar to returns achievable in future investments, since the facts and circumstances of each investment are unique. Investments involve risk, including the possible fluctuation of principal
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