AGGRESSIVE GROWTH
Aggregate Model Portfolio 5
Through 06/30/2022
MODEL 3 YR | BMARK 3 YR | MODEL 5 YR | BMARK 5 YR | |
|---|---|---|---|---|
Mean Return | 9.42 | 8.54 | 9.28 | 7.52 |
Total Risk | 15.56 | 19.52 | 13.88 | 17.53 |
Sharpe Ratio | 0.66 | 0.51 | 0.66 | 0.45 |
MVA Score | 2.51 | 0 | 3.22 | 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