ETF Report Model Performance
If you would like to know which funds make up our newsletter model portfolios, please call us at (800) 548-3797.
You can review historical portfolio performance below (please note that returns have been reduced since inception by a quarterly management fee):
|
Model Portfolios
(Net of Fees) |
YTD (%)*
|
1 Month (%)*
|
3 Month (%)*
|
1 Year (%)*
|
3 Year Annualized (%)*
|
| ETF Sector |
13.05
|
1.66
|
6.39
|
15.59
|
10.87
|
| ETF Growth |
14.71
|
3.32
|
8.11
|
16.19
|
13.44
|
| ETF Growth & Income |
12.46
|
4.11
|
8.13
|
15.37
|
13.21
|
| ETF Retirement Income |
6.76
|
2.87
|
4.97
|
10.30
|
10.91
|
| ETF International |
8.17
|
5.07
|
5.62
|
14.30
|
6.63
|
*Through 4/30/13. Portfolio Inception was June 30, 2006. Indexes do not include dividends. Portfolio returns have been reduced by Dion Money Management’s highest fee, currently 0.45% per quarter. See Performance Disclosure below.
