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Since 2005, Crescive Financial has offered managed portfolios for our clients. Below are the 1, 3 and 5 year results for our Managed Portfolios as compared to the performance of the S&P 500.
These portfolios DO NOT employ the same investment management style as our Account Builder portfolios.
Returns Achieved By Crescive Financial Managed Portfolios
|
Total Returns as of 9/30/2009 |
|
Year
to Date |
1 Year |
3 Year |
5 Year |
| Aggressive Growth |
14.18% |
16.08% |
1.29% |
11.18% |
| Moderate Growth |
17.21% |
19.07% |
9.33% |
16.31% |
| Balanced Growth |
16.00% |
17.85% |
9.75% |
14.70% |
| Conservative Growth |
9.53% |
10.12% |
5.16% |
8.92% |
| Conservative |
10.98% |
10.70% |
7.59% |
9.27% |
|
Past performance CANNOT guarantee comparable future results
|
|
S&P 500 Index - Total Returns as of 9/30/2009 |
Year
to Date |
1 Year |
3 Year |
5 Year |
| 13.44% |
-8.96% |
-20.60% |
-6.58% |
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