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Colorado Springs, CO

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Bauer Wealth Income Index

The Income Index Fund strategy’s primary objective is current income. In general, the strategy will allocate capital to traditional and non-traditional assets that provide current income. Total portfolio risk is roughly equally allocated to investment grade bonds, REITs, preferred stocks, high yield bonds and dividend paying stocks. The strategy dynamically allocates across the assets as correlations and volatilities change.

YearBauer Wealth
Income Index
Hypothetical $10K BWIIAggregate Bond IndexHypothetical $10K Aggregate Bond Index
201011.73%$11,173.076.54%$10,654.00
20116.77%$11,929.857.84%$11,489.27
20127.17%$12,785.804.21%$11,972.97
20132.19%$13,065.58-2.02%$11,731.12
20146.93%$13,971.405.97%$12,431.47
20150.51%$14,043.030.55%$12,499.84
20165.17%$14,768.572.65%$12,831.08
20175.40%$15,565.823.54%$13,285.30
2018-.004%$15,565.20-.02%$13,282.64
201910.64%$17,221.337.25% $14,245.35
Compounded Total Return %72.21%42.45%
Standard Deviation3.91%3.35%

%

2019 YTD (updated 12/31/2019)

The S&P 500 Index is the leading stock market index in the U.S. It is based on the market capitalizations of 500 companies with common stock listed on either the NYSE or NASDAQ. The components and their weights are set by the S&P Dow Jones Indices. The S&P is known for the diversity of its constituency, and is considered one of, if not the, best representations of the stock market.

Please read this disclaimer to understand more about what index funds represent.

*Standard Deviation is a measure of risk and volatility. When an index has a high standard deviation, the predicted range of performance is wide, implying greater volatility and risk. In other words, a higher number means more risk.

Have more questions about the Bauer Wealth Income Index Fund? Give us a call or send us a message here.

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Bauer Wealth
7680 Goddard Street | Suite 213
Colorado Springs, CO 80920

© 2019 Bauer Wealth Management in Colorado Springs is a Registered Investment Adviser (CRD#: 152977/SEC#: 801-71090) with the Colorado Division of Securities.  Registration does not constitute an endorsement of the firm by the Division of Securities and does not imply a level of skill or training. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance.