See how we help our clients
achieve their goals
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 February 28, 2023 | 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 | 5.22% | 5.69% | 5.07% | 5.66% | -1.94% | 3.67% | 0.20% | 2.55% | 4.87% | 6.58% |
P2 - Conservative | 6.47% | 6.55% | 5.47% | 6.39% | -2.15% | 3.98% | 0.27% | 3.10% | 6.39% | 7.67% |
P3 - Conservative Value | 7.79% | 7.62% | 6.34% | 8.31% | -1.27% | 4.84% | 0.41% | 3.81% | 7.48% | 9.07% |
P4 - Conservative Growth | 8.12% | 7.64% | 6.46% | 8.80% | -1.20% | 5.10% | 0.62% | 4.18% | 8.41% | 9.53% |
P5 - Growth | 9.05% | 8.58% | 7.18% | 10.34% | -0.06% | 6.06% | 0.67% | 4.44% | 8.78% | 10.10% |
Do You Want To Know More?
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Call us at +1 (604) 643-7337
Email us at nmciver@cgf.com
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