Historical Empirical Index Studies

Annualized Returns of Enhanced Dynamic® Fund Strategies

 

The following empirical studies, tables, graphs and back-tested results are intended to display the effectiveness of the proprietary Enhanced Dynamic® methodology with recognized index providers for the 1, 3, 5, 7 and 10 years ending December 31, 2014, and are provided for professional due-diligence, analytical and evaluation purposes, to depict effectiveness of the Enhanced Dynamic®.

In the preparation of these exhibits, Enhanced Dynamic® was applied consistently, without benefit of any market timing, tactical asset allocation strategies, security selection or deviation from the previously stated methodology, and are shown gross of all fees and expenses.

There is no guarantee or assurances that Enhanced Dynamic® methodology will achieve these back tested results in the future. Please refer to the Disclosures section of this web site for further discussion.

Please contact us if you have any questions, concerns or require further clarification regarding any of the below.

 


Enhanced Dynamic® Large Cap Fund

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Enhanced Dynamic™ Small Cap Fund

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Enhanced Dynamic® Value Fund

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Enhanced Dynamic® Growth Fund

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Enhanced Dynamic® All Markets Fund

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