Performance data for the Investment Quality Trends model portfolio is compiled and maintained by the Hulbert Financial Digest, an independent third party. The benchmark index for the Investment Quality Trends model portfolio is the Dow Jones Wilshire 5000 Total Market Index. Since 1986 the Investment Quality Trends model portfolio has demonstrated, on average, approximately 15% less risk than the Dow Jones Wilshire 5000 Total Market Index.
1.54%
6.21
0.02
0.74%
6.18
-0.02
-2.62%
6.16
-0.18
17.78%
4.99
0.97
16.57%
5.15
0.88
21.32%
5.36
1.07
9.59%
5.66
0.49
8.03%
5.94
0.41
16.19
5.92
0.77
11.66%
4.61
0.71
10.33%
4.76
0.63
12.39%
4.99
0.71
10.79%
5.12
0.63
9.98%
4.67
0.63
11.75%
4.85
0.71
10.47%
4.63
0.63
10.68%
4.30
0.68
10.44%
4.17
0.61
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