Broker Check

NWC Strategy Returns

 

S&P 500 Index
(incl div.)

Equity
Select (net)

Mutual Fund
Mix (net)

3mo
TBill

Annualized Ret. 8.00% 10.82% 5.40% 1.39%
Risk (Std. Dev.) 20.20% 20.60% 12.90% 0.20%

 

 

 

 

 

S&P 500 Index
(incl div.)

NWC Dividend
Portfolio (net)

3mo
TBill

Annualized Ret. 16.28% 14.78% 0.07%
Risk (Std. Dev.) 16.00% 10.70% 0.20%

 

 
 


The S&P 500 Index is a capitalization-weighted index of 500 stocks. The index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The above individual account performance information reflects the reinvestment of dividends, and is net of applicable transaction fees, Northwest Criterion Asset Management, LLC’s investment management fee (if debited directly from the account), and any other related account expenses. Account information has been compiled solely by Northwest Criterion Asset Management, LLC, has not been independently verified, and does not reflect the impact of taxes on non-qualified accounts. Historical performance results for investment indices and/or categories have been provided for general comparison purposes only. It should not be assumed thatyour account holdings correspond directly to any comparative indices.