The Dynamic Growth Strategy is designed to tactically alternate between a “Risk-On” state in response to advancing equity markets and a “Risk-Off” state during times of market weakness. The Strategy is designed for investors who seek equity-like returns but wish to reduce the volatility and drawdown that comes with passive investment in equities.
Performance (Net of Fees)
as of 3/31/2021
|QTD||YTD||1 YR||3 YR||5 YR||SINCE INCEPTION*|
|Dynamic Growth Strategy||6.21%||6.21%||30.36%||23.54%||21.36%||18.44%|
|S&P 500 TR Index||6.18%||6.18%||56.36%||16.79%||16.30%||13.34%|
Growth of $100,000 (Net of Fees)
This presentation is neither an offer to sell nor a solicitation of an offer to buy any securities. Past performance is not indicative of future returns and the value of the investments and the income derived from them can go down as well as up. Future returns are not guaranteed and a loss of principal may occur. There is no guarantee any investment strategy will generate a profit or prevent a loss. Investing in securities involves risk, including loss of principal. The risks associated with this Strategy include general market risk, credit risk, interest rate risk or risk of the portfolio not performing as expected. The types of securities held by a comparison benchmark may be substantially different from the investment strategy. An investor should consider the investment objectives, risks, charges, and expenses of the investment and the strategy carefully before investing. The S&P 500 TR Index is a capitalization weighted index of 500 stocks representing all major domestic industry groups. The S&P 500 TR Index assumes the reinvestment of dividends and capital gains. It is not possible to invest in an index, and index returns do not include management fees. Performance figures provided reflect the deduction of a 1.50% annual investment advisory fee. Investment returns will be reduced by advisory fees and other expenses charged in the management of a client’s account. You should carefully review applicable fees disclosed in Form ADV, Part 2. You should understand how ongoing advisory fees, compounded over a number of years, reduce the value of your investment portfolio, as investment balances and potential gains on the investment balances are reduced by fees. Additional information is provided in the SEC Investors Bulletin “How Fees and Expenses Affect Your Investment Portfolio.” Advisory services offered through Advisors Preferred, LLC, 1445 Research Boulevard, Ste. 530, Rockville, MD 20850.
Most recent strategy returns, key statistics, exposures and holdings related data
Overview of our investment universe, philosophy, process and portfolio characteristics
Comprehensive analysis of returns and various performance-related statistics since inception