I am pleased to report the following performance results for the JSK Capital Advisors Model Portfolios for the year 2013 :
Trailing returns for both individual accounts and 401(K) plans
|
1 Year (2013) |
3 Year |
5 Year |
10 Year |
Aggressive Portfolio : |
|
|
|
|
(80% Equities; 20% Fixed Income) |
26.81 |
13.47 |
17.92 |
9.02 |
Benchmark Return |
22.82 |
11.79 |
16.21 |
8.52 |
(+/-) Benchmark Return |
3.99 |
1.68 |
1.71 |
0.50 |
Moderate Portfolio : |
|
|
|
|
(55% Equities; 45 % Fixed Income) |
15.81 |
9.94 |
13.23 |
7.21 |
Benchmark Return |
15.36 |
9.30 |
12.72 |
7.39 |
(+/-) Benchmark Return |
0.45 |
0.64 |
0.51 |
-0.18 |
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