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MODERATELY AGGRESSIVE GROWTH

Aggregate Model Portfolio 4

Through 06/30/2022

MODEL 3 YR
BMARK 3 YR
MODEL 5 YR
BMARK 5 YR
Mean Return
7.61
6.42
7.76
6.12
Total Risk
13.79
16.04
12.04
14.29
Sharpe Ratio
0.59
0.44
0.61
0.42
MVA Score
2.02
0
2.52
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. 

 

Please click below for additional disclosure information related to FIDERE portfolio advisory services and benchmark methodologies.

Portfolio Advisory |  Benchmark Summary  |  Equity Benchmark Summary |  Fixed Income Benchmark Summary

 

  

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