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Bauer Wealth US Growth Index

The US Growth Index Fund strategy’s primary objective is long-term growth of capital. In general, the strategy will allocate capital to U.S. equities and Treasuries based on a risk budget. Roughly 95% of total portfolio risk is allocated evenly to five U.S. equity factors – momentum, value, size, quality and volatility. Roughly 5% of total portfolio risk is allocated to U.S. Treasuries. The strategy dynamically allocates as the correlations and volatilities of the underlying exposures changes over time.

YearBauer Wealth
U.S. Growth Index
Hypothetical $10K BWUSGIS&P 500 IndexHypothetical $10K S&P 500 Investment
20004.95%$10,495.00-9.10%$9,090.00
20012.96%$10,805.14-11.89%$8,009.20
20020.89%$10,901.52-22.10%$6,239.17
200319.40%$13,016.7428.68%$8,028.56
200412.52%$14,646.3910.88%$8,902.07
20057.37%$15,725.674.91%$9,339.16
200611.00%$17,455.3815.79%$10,813.81
20076.04%$18,509.275.49%$11,407.49
2008-1.27%$18,273.62-36.79%$7,210.67
20097.96%$19,728.1026.46%$9,118.62
201018.16%$23,309.9215.06%$10,491.88
201118.70%$27,669.862.11%$10,713.26
20128.71%$30,081.1315.99%$12,426.31
201316.09%$34,919.9232.39%$16,451.19
201416.69%$40,746.6313.69%$18,703.36
20150.26%$40,854.051.38%$18,961.47
201613.20%$46,247.0611.96%$21,229.26
201716.52%$53,887.2121.83%$25,863.61
2018-1.4%$53,132.79-6.23%$24,252.31
201920.88%$64,226.9228.71%$31,215.14
Compounded Total Return %542.27%212.15%
Standard Deviation7.36%17.93%

%

2020 YTD (updated 12.31)

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.

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