Check our performance
For the last ten years
accountably EFFICIENT
Our long-term performance is excellent, steady and verifiable. Our third-party audited performance is reported monthly and shown as net-to-client, after the management fee. Our decade-long steady performance has perfectly linear results and standard deviation (the measure of risk).
Our Performance
McIver Model Porfolio Performance
At March 31, 2022 | 10 Year Annualized |
7 Year Annualized |
5 Year Annualized |
3 Year Annualized |
1 Year | 6 Months | 3 Months | Year-to-Date | Since Inception |
Annualized Std Deviation |
---|---|---|---|---|---|---|---|---|---|---|
P1 - Very Conservative | 5.85% | 5.59% | 6.39% | 8.12% | 7.18% | 3.72% | -0.78% | -0.78% | 5.52% | 6.09% |
P2 - Conservative | 7.41% | 6.40% | 6.83% | 8.75% | 7.65% | 3.65% | -0.59% | -0.59% | 7.19% | 7.16% |
P3 - Conservative Value | 8.80% | 7.22% | 7.85% | 10.15% | 8.74% | 4.47% | -0.45% | -0.45% | 8.33% | 8.61% |
P4 - Conservative Growth | 9.16% | 7.16% | 7.90% | 10.54% | 9.28% | 4.61% | -0.37% | -0.37% | 9.39% | 9.05% |
P5 - Growth | 10.21% | 7.98% | 8.69% | 11.32% | 9.72% | 5.13% | 0.10% | 0.10% | 9.67% | 9.66% |
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