Masterworks Investor Presentation Deck
Index (1995= 1)
Long-Term Historical Performance
Over 25 years, Contemporary Art has generated a nearly three-fold outperformance over the S&P 500
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Contemporary Art Market (Value-Weighted) Performance Indices Since 1995
Based on repeat-sales from 1995 to 2020 YTD (July 30)
1997
1998
2002
2003
2007
2008
THE DATA INCLUIDED HEREN REFLECTS CHARACTERISTICS OF THE MARKET FOR PHYSICAL ARTWORK AND NOT FOR INVESTMENT SECURITIES
2009
2010
2011
2012
2013
2015
2016
2017
2018
2019
2020
Contemporary Art
13.6% annualized return(1)(2)
S&P 500 Total Return
8.9% annualized return (3)
Post-War & Contemporary Art
S&P 500 (includes dividends)
Source: Internal Masterworks analyals. Yahoo Finance. Index shown through July 2020. Index data updated as of July 30th, 2020.
Notes: There are significant differences between the asset classes presented. For additional Information, see Important Disclosures.
1.
Repeat-Sale Pair Index of Post-War and Contemporary Art (as defined by the applicable auction house) using Standard & Poor's CoreLogic Case-Shiller Home Price Indices Methodology.
2.
The Standard & Poor's CoreLogic Case-Shiller Home Price Indices Methodology results in a value-weighted Index. Auction results realized in a currency other that U.S. dollars have been converted using exchange rates provided by
FRED (St. Louis Federal Reserve) at the time of the most recent sale. This adjustment le made to account for long-term exchange rate trends that would otherwise distort artworks performance.
S&P 500 Total Return Index as of July 30th, 2020.
THIS PRESENTATION IS CREATED AND USED BY MASTERWORKS AND IS NOT PROVIDED BY OR USED IN SOLICITATIONS BY A BROKERAGE FIRM OR BROKER.
INDICES ARE UNMANAGED. AN INVESTOR CANNOT INVEST DIRECTLY IN AN INDEX INDICES ARE USED FOR COMPARATIVE MODELLING PURPOSES ONLY THE TIMING OF TRANSACTIONS RELATING TO AN ASSET OR
MASTERWORKS PORTFOLIO, ADVISORY, AND TRANSACTION FEES, AND OTHER MANAGEMENT ACTIVITIES CAN CREATE SIGNIFICANT DIFFERENCES BETWEEN THE PERFORMANCE OF AN INDEX AND AN INVESTMENT SEEKING SIMILAR
OR SUPERIOR RELATIVE PERFORMANCE RESULTS
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