FINANCIAL SUMMARY

As of June 30, 2019

Assets                            $809,892

Appreciation + Income     $63,351

Return on Assets (ROA)    9.12%

As of June 30, 2018

Assets                            670,244

Appreciation + Income     $27,949

Return on Assets (ROA)    4.17%

As of June 30, 2017

Assets                            $561,180

Appreciation + Income     $43,370

Return on Assets (ROA)    7.80%

As of June 30, 2016

Assets                            $486,830

Appreciation + Income     $38,370

Return on Assets (ROA)    7.88%

 

 

As of June 30, 2015

Assets                            $455,470

Appreciation + Income     $25,440

Return on Assets (ROA)    6.22%

 

 

As of June 30, 2014

Assets                            $409,060

Appreciation + Income     $27,590

Return on Assets (ROA)    6.74%

 

 

As of June 30, 2013

Assets                            $317,650

Appreciation + Income     $25,270

Return on Assets (ROA)    8.00%

 

 

As of June 30, 2012

Assets                            $301,050

Appreciation + Income     $25,270

Return on Assets (ROA)    8.39%

 

 

As of June 30, 2011

Assets                            $296,900

Appreciation + Income     $26,770

Return on Assets (ROA)    9.02%

 

Average annual return over 6 years:  7.77%

PO Box 2750, Ruidoso, NM, 88355