Performance Information
2016 Performance Data – As of Sept 2nd, 2016
Performance numbers presented are the actual returns after all fees and commissions on specific accounts. Results are updated periodically. See the Disclosures page for additional information.
| Style | 2016 YTD | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|
| Aggressive | 4.7% | -8.6% | 8.4% | 22.9% | 5.6% | -13.3% | 19.9% |
| Balanced | 4.7% | -5.7% | 6.7% | 14.3% | 5.3% | -7.9% | 15.3% |
| Moderate | 5.1% | -4.6% | 6.1% | 11.0% | 4.3% | -5.2% | 12.0% |
| Conservative | 5.3% | -3.2% | 5.5% | 5.9% | 5.7% | -1.6% | 11.6% |