MarketsFlow's Portfolio Performance - Week ended Mar 22, 2019

Click on a portfolio title below to view its performance

Comparative Portfolio Chart

MarketsFlow Portfolio Performance Summary

Inception Date

Sep 01, 2014*

Sep 01, 2017*

Cumulative Returns from inception

Ended Mar 22, 2019

Last Week
MTD
3 Months
YTD

MF Growth Portfolio

0.52%

0.75%

5.68

4.33

MF High Growth Portfolio

0.96%

1.52%

7.33

6.35

Annualised Return from Inception
% of Monthly Gain
Largest monthly Gain
Largest Monthly Loss

Growth Portfolio

13.46%

82.69%

4.85%

-1.95%

High Growth Portfolio

31.11%

81.25%

4.85%

-1.95%


Disclosure :
Although MarketsFlow is not a GIPS-verified firm, the performance presentation contained herein has been calculated and compiled in accordance with the GIPS standards as far as possible, but at present the MarketsFlow returns do not include dividend income, nor interest on uninvested cash.

The MarketsFlow portfolio consists of a time-varying combination of cash and large capitalisation equities from the US market, and has as its benchmark the S&P 500 Index (gross return). The Sharpe ratio calculation uses USD overnight LIBOR as the cash rate.

The fee rate used in the calculation of the net of fees performance is 1.00% p.a., which is the maximum fee rate that we charge. Lower percentage fee rates apply at larger mandate sizes.

* The performance record for MarketsFlow portfolios is based on a back-test for Growth Portfolio covering the period from September 2014 to May 2016. The High growth portfolio covers back-test from September 2017 to October 2018.

Disclaimer: No information in this document constitute a solicitation or offer by MarketsFlow to buy or sell securities or to furnish any investment advice or service. For any back-tested Portfolio performance the simulated past performance is based on the actual past performance of one or more investments or financial indices which are the same as, or underlie, the investment concerned. Any financial performance figures refer to the past and that past performance is not a reliable indicator of future results.

MarketsFlow Inc is an SEC-registered investment advisor.