Investment Portfolio Returns
Long-Term Growth Portfolio
The Long-Term Growth Portfolio seeks maximum growth and controlled risk through a diversified portfolio of global stocks, bonds and alternative investment strategies.
Long-Term Growth YTD Portfolio Return as of April 30, 2022: -8.4%
Long-Term Growth Portfolio Report as of April 30, 2022
Comparative December 2021 Long-Term Growth Portfolio Report
Historical Investment Returns for Long-Term Growth Portfolio
Indexed Growth Portfolio
The Indexed Growth Portfolio seeks maximum growth primarily through index funds and a diversified portfolio of global stocks, bonds and liquid alternative investments.
Indexed Growth YTD Portfolio Return as of April 30, 2022: -11.2%
Indexed Growth Portfolio Return Report as of April 30, 2022
Comparative December 2021 Indexed Growth Portfolio Report
Historical Investment Returns for Indexed Growth Portfolio
Moderate Growth Portfolio
The Moderate Growth Portfolio is designed for growth at a more moderate level of volatility.
Moderate Growth Portfolio YTD Return as of April 30, 2022: -9.2%
Moderate Growth Portfolio Report as of April 30, 2022
Comparative December 2021 Moderate Growth Portfolio Report
Historical Investment Returns for Moderate Growth Portfolio