Performance Dashboard
Transparent reporting of our investment performance across all strategies and time periods. Real data, real results.
Key Metrics
Latest performance data across all investment plans
Total AUM
As of Dec 2024Average Return
3-Year AverageSharpe Ratio
Risk-Adjusted ReturnMax Drawdown
Worst PeriodGrowth Over Time
Track our consistent performance across different market conditions
Portfolio Growth (5-Year)
Performance by Investment Plan
Detailed performance metrics for each investment strategy
Conservative Plan
Capital Preservation Focus
Recent Monthly Returns
Balanced Plan
Growth with Stability
Recent Monthly Returns
Growth Plan
Maximum Return Potential
Recent Monthly Returns
Benchmark Performance
How our strategies perform against major market indices
Performance vs S&P 500
Alpha Generation
Excess return over benchmark
Beta Coefficient
Lower volatility than market
Information Ratio
Consistent outperformance
Risk Management Metrics
Comprehensive risk assessment and management performance
Value at Risk (VaR)
95% confidence, 1-day horizon
Conditional VaR
Expected loss in worst 5% scenarios
Correlation to Market
Correlation with S&P 500
Downside Deviation
Volatility of negative returns
Performance Disclaimer
Past performance is not indicative of future results.
All performance data presented is based on actual trading results and includes all fees and expenses. Performance may vary based on market conditions, timing of investments, and individual account circumstances.
Investment returns and principal value will fluctuate, and shares may be worth more or less than their original cost when redeemed. Current performance may be lower or higher than the performance data quoted.
Risk metrics are calculated using standard industry methodologies and are updated monthly. These metrics help assess risk but cannot predict future performance or guarantee against losses.