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, 2021: 7.6%

Long-Term Growth Portfolio Report as of April 30, 2021
Comparative December 2020 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, 2021: 6.1%

Indexed Growth Portfolio Return Report as of April 30, 2021
Comparative December 2020 Indexed Growth Portfolio Report
Historical Investment Returns for Indexed Growth Portfolio

Defensive Growth Portfolio

The Defensive Growth Portfolio is designed for growth at a more moderate level of volatility.

Defensive Growth Portfolio YTD Return as of April 30, 2021: 3.2%

Defensive Growth Portfolio Report as of April 30, 2021
Comparative December 2020 Defensive Growth Portfolio Report
Historical Investment Returns for Defensive Growth Portfolio