iSectors® Risk - Return Comparison (01/1997 - 12/2007)
IMPORTANT:
Risk and Return results for the iSectors Post-MPT Moderate Allocation were determined by the retroactive application of model from January 1, 1997 through February 29, 2008 and are gross of trading/custody fees and net of maximum current investment management and platform fees of .45%. Performance results beginning March 1, 2008 – current represent actual returns from invested portfolios and are net of custody/trading fees and net of the current .45% investment management and platform fees.
Risk and Return results for the iSectors Post-MPT Growth Allocation were determined by the retroactive application of the model from January 1, 1997 through January 31, 2005 and are gross of trading/custody fees and net of maximum current investment management and platform fees of .45%. Performance results beginning February 1, 2005 –current represent actual returns from invested portfolios and are net of custody/trading fees and net of the current maximum .45% investment management and platform fees.
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