Focused On Long-Term Performance.
All clients receive a diversified portfolio comprised of stocks, bonds, real estate investment trusts, and/or commodities. The following page displays the performance of the core strategies and funds we use net of fees. Please scroll down to view performance of each strategy or fund.
Performance Data As of 2/28/2019
Performance is displayed net of fees and transaction costs.
Performance is displayed net of fees and transaction costs.
Equities
All of our rules-based equity strategies seek to outperform their respective index by systematically exploiting market inefficiencies. The following table displays the returns of our equity strategies and their respective indexes. Returns displayed are net the maximum account fee of 0.75%.
Strategy / Index |
3 Months |
1 Year |
Inception To Date (9/1/2016) |
Polaris Large Cap Value |
-0.90% |
-5.46% |
10.25% |
Russell 1000 Value |
0.55% |
3.16% |
8.81% |
Polaris Large Cap Momentum |
3.72% |
0.95% |
17.79% |
Russell 1000 Growth |
3.18% |
6.62% |
16.62% |
Polaris Mid Cap Value |
2.47% |
-3.30% |
10.02% |
Russell Mid Cap Value |
1.86% |
2.63% |
7.54% |
Polaris Mid Cap Momentum |
10.52% |
17.10% |
19.28% |
Russell Mid Cap Growth |
7.32% |
9.85% |
14.89% |
Polaris Small Cap Value |
2.19% |
2.03% |
10.38% |
Russell 2000 Value |
1.32% |
4.42% |
9.18% |
Polaris Small Cap Momentum |
5.65% |
1.02% |
12.21% |
Russell 2000 Growth |
4.88% |
6.70% |
13.85% |
Polaris ESG Value |
-0.31% |
-1.51% |
13.53% |
iShares MSCI KLD 400 Social ETF |
2.66% |
5.59% |
12.42% |
Polaris ESG Momentum |
3.73% |
5.18% |
12.99% |
iShares MSCI KLD 400 Social ETF |
2.66% |
5.59% |
12.42% |
Polaris Focused Yield |
-0.36% |
2.49% |
9.23% |
Russell 1000 Value |
0.55% |
3.16% |
8.81% |
Polaris ESG Focused Yield |
-1.65% |
-2.52% |
10.53% |
iShares MSCI KLD 400 Social ETF |
2.66% |
5.59% |
12.42% |
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. Performance is displayed net of advisory fees and transaction costs. Read our full disclosure here. Performance data provided by Polaris Portfolios, LLC. and Folio Institutional.
Bonds
Fund / Index |
1 Year |
3 Year |
5 Year |
Vanguard Total Bond Market ETF |
3.07% |
1.65% |
2.24% |
Bloomberg Barclays U.S. Aggregate Float Adjusted Index |
3.12% |
1.72% |
2.30% |
Vanguard Short-Term Inflation-Protected Securities ETF |
1.78% |
1.40% |
0.61% |
BloomBarc US 0 - 5 Year TIPS Index |
1.81% |
1.46% |
0.68% |
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. Performance is displayed net of advisory fees and transaction costs. Read our full disclosure here. Performance data provided by Polaris Portfolios, LLC. and Folio Institutional.
Real Estate
Strategy / Index |
1 Year |
3 Year |
5 Year |
Vanguard Real Estate ETF |
19.62% |
7.80% |
8.01% |
MSCI US Investable Market Real Estate 25/50 Transition Index |
19.66% |
7.88% |
8.11% |
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. ALL INVESTMENTS INVOLVE RISK AND MAY LOSE MONEY. Performance is displayed net of advisory fees and transaction costs. Read our full disclosure here. Performance data provided by Polaris Portfolios, LLC. and Folio Institutional.