FIC Core Portfolio Performance – As of Q1 2018

By | April 1, 2018
FIC Core Portfolio S&P 500 Total Return
2018 Q1 4.85%1 -0.76%2
2017-Calendar 32.39% 21.83%
2016-Calendar 29.31% 11.96%
  1. FIC Core Portfolio is not a tax-exempt account however, the return posted here is before considering tax liability generated by any investment activities. Returns reported here are all time weighted returns, therefore is not reflecting effect of deposits and withdraws on total dollar profits
  2. S&P 500 Total Return is FIC Core Portfolio’s benchmark. The return can be found at: http://performance.morningstar.com/funds/etf/total-returns.action?t=spy

Note: Past performance is not an indicator for future performance. There is no guaranty that such performance will be achieved in future.

 

 FIC Core Portfolio Cash as % of Total NAV
As of 3/31/2018 8.14%
As of 12/31/2017 1.28%
As of 9/30/2017 5.41%
As of 6/30/2017 3.59%

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