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 February 28, 2021 | 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 | 4.90% | 5.47% | 6.85% | 6.58% | 11.51% | 8.77% | 3.99% | 2.10% | 5.24% | 6.17% |
P2 - Conservative | 6.39% | 6.49% | 7.96% | 7.08% | 13.30% | 10.77% | 5.05% | 2.95% | 6.99% | 7.34% |
P3 - Conservative Value | 7.58% | 7.52% | 9.08% | 7.90% | 17.37% | 13.90% | 6.94% | 4.16% | 8.11% | 8.83% |
P4 - Conservative Growth | 7.79% | 7.66% | 8.96% | 7.83% | 18.12% | 14.54% | 7.12% | 4.44% | 9.18% | 9.29% |
P5 - Growth | 8.83% | 8.54% | 10.02% | 8.61% | 21.72% | 15.71% | 7.73% | 4.54% | 9.46% | 9.93% |
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