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Betzold-Berg Investment Portfolio Index.

By Cocheo, Steve
Publication: ABA Banking Journal
Date: Monday, February 1 1999 
                        Betzold-Berg Investment Portfolio Index
                                      Index Value

Dec. 31, 1995  94.958
Dec. 31, 1996 100
Dec. 31, 1997 105.74
1st Qtr. 1998 108.355
2nd Qtr. 1998 109.998
3rd Qtr. 1998 112.13
4th Qtr. 1998 113.397




            




		

		

		

		

		

		
		
			



		

		

		

		

		

	


                   Dec. 31, 1995 Dec. 31, 1996 Dec. 31, 1997
Betzeld-Berg Investment
Portfolio Index                   94.958        100         186.74
Period Total Return               10.83%       5.31%        6.74%
Annualized Per. Tot. Return       10.83%       5.31%        6.74%
Annualized Year-to-Date Return


                               1st Quarter 1998 2nd Quarter 1998
Betzeld-Berg Investment
Portfolio Index                    108.355          109.998
Period Total Return                 1.513%           1.517%
Annualized Per. Tot. Return         6.19%            6.206%
Annualized Year-to-Date Return      6.19%            6.198%


                               3rd Quarter 1998 4th Quarter 1998
Betzeld-Berg Investment
Portfolio Index                     112.13          113.397
Period Total Return                 1.938%           1.13%
Annualized Per. Tot. Return         7.981%           4.598%
Annualized Year-to-Date Return      6.789%           6.237%

The Betzold-Berg Investment Portfolio Index represents the current value, including market value and income reinvestment, for an "average" bank portfolio. The index is normalized to a value of 100 as of Dec. 31, 1996.

(*.)Historical numbers represent a combination of actual call report data (known through the 3rd quarter 1996) and the index-modeled performance for the fourth quarter. Sources: Betzold, Berg & Nussbaum, Inc., call report data as compiled by IDC Financial Publishing and Plansmith, Inc. (F.I.R.E. database).

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