We believe results speak louder than promises. This page lets you explore the performance of our core portfolios over the past five years alongside several well-known market indices.
Use the graph to view average annual returns and see how our long-term approach compares.
2024
2023
2022
2021
2020
Try our calculator to see the estimated value of a hypothetical investment made 1, 2, 3, 4, or 5 years ago.
Whether you're a new investor or already working toward your goals, this tool gives you a clearer picture of how our strategy delivers over time.
Past performance is not a guarantee of future results. Returns shown are for illustration only and may not reflect actual outcomes. Investment values can go up or down. This tool does not account for fees, taxes, or individual circumstances.
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