2018 Investments

Jan 23, 2018 – Jan 17, 2019     S&P 500  -7%  


FL         + 12 %

   6% return.

Nearest whole percent rounding.

Excluding dividend payments.

Excluding fund fees.

Note: In the rare event of a sole company available for investment in a given year, a maximum of half of the fund may be invested.

Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on market conditions.