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Performance overview - Growth Strategy

This Strategy is designed for investors seeking:
Capital appreciation consistent with the broad-based equity markets.
Faster recovery and better risk metrics than the traditional "buy and hold" all equity portfolios.

Growth of One Dollar versus Benchmark

Rolling Returns and Tracking to Benchmark

Probability of Returns over time versus Benchmark

(at  5th/ 95th percentiles)

Click for an explanation of metric terms.

The Disclosure page contains important information regarding the data on this page.