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:

The average composite return on these issues translates to a modified yield of 9.12%, including defaults*.  The HJ Sims 2015 Track Record will be available shortly.

*This rate reflects the composite return of the longest maturity of the 235 bond issues in 28 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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