Portfolio Performance

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CONNECT Portfolios Performance

Stay current on CONNECT portfolios’ performance. Here’s a snapshot of each portfolio’s performance (net of fees) for the year. CONNECT clients will also receive monthly progress reports.

Year-to-Date Performance 2018

January 31 February 28
Aggresive Plus +8.45% +5.73%
Aggresive +6.09% +2.08%
Balanced +3.66% +0.87%
Conservative +0.87% -0.48%
Performance Report 2017

Performance figures are net of fees. Past performance may not be indicative of future results. Any investment with CONNECT is subject to market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur. In addition, there is no assurance that past outperformance is indicative of future matching or outperformance against benchmarks. The data presented above is for a specified period and past performance may be obtained upon request.

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