Performance Summary
The performance of the model portfolios below is presented with total returns. Gains and losses shown are for a hypothetical model portfolio and do not take into account any fees that would apply to actual transactions. Scroll down to see the actual portfolios and additional disclaimers.
![](/sites/default/files/total-returns-summary-2019-January-December.jpg)
2019 Closed Portfolios
December 2019 - closed December 21, 2020
![](/sites/default/files/total-12-month-returns-2019-December.jpg)
November 2019 - closed November 23, 2020
![](/sites/default/files/total-12-month-returns-2019-November.jpg)
October 2019 - closed October 19, 2020
![](/sites/default/files/total-12-month-returns-2019-October.jpg)
September 2019 - closed September 21, 2020
![](/sites/default/files/total-12-month-returns-2019-September.jpg)
August 2019 - closed August 21, 2020
![](/sites/default/files/total-12-month-returns-2019-August-corrected-split-date.jpg)
July 2019 - closed July 20, 2020
![](/sites/default/files/total-12-month-returns-2019-July.jpg)
June 2019 - closed June 22, 2020
![](/sites/default/files/total-12-month-returns-2019-June.jpg)
May 2019 - closed May 21, 2020
![](/sites/default/files/total-12-month-returns-2019-May.jpg)
April 2019 - closed April 20, 2020
![](/sites/default/files/total-12-month-returns-2019-April.jpg)
March 2019 - closed March 23, 2020
![](/sites/default/files/total-12-month-returns-2019-March.jpg)
February 2019 - closed February 21, 2020
![](/sites/default/files/total-12-month-returns-2019-February.jpg)
January 2019 - closed January 20, 2020
![](/sites/default/files/total-12-month-returns-2019-January.jpg)