CONSERVATIVE GROWTH
Aggregate Model Portfolio 1
Through 06/30/2022
MODEL 3 YR | BMARK 3 YR | MODEL 5 YR | BMARK 5 YR | |
|---|---|---|---|---|
Mean Return | 1.95 | -1.39 | 3.09 | 0.59 |
Total Risk | 8 | 6.04 | 6.48 | 4.96 |
Sharpe Ratio | 0.21 | -0.3 | 0.34 | -0.09 |
MVA Score | 3.95 | 0 | 2.47 | 0 |
Historical Data Disclosures - All Data and Downloads
This is a hypothetical illustration based upon historical data for current holdings over the time periods shown. Not GIPS compliant.
These data and associated information is not an offer to buy/sell any securities and not a financial planning engagement. $1MM invested shown net of 1.25% advisory fee billed at .3125% quarterly. Portfolio income and capital gains reinvested. Taxes paid out-of-pocket. Semi-annual rebalancing. Time-weighted model data compiled from Morningstar, Inc. Past performance is no guarantee of future results. It is not possible to invest directly in a benchmark or a model.
Holdings and results may vary. All data viewed and/or downloaded is incomplete without complete disclosures.
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