Category Archives: Performance

FIC Core Portfolio Performance As of Q4 2021

By | March 7, 2022

  FIC Core Portfolio S&P 500 Total Return 2021 Q4 -1.72%1 11.03%2 2021-Calendar -0.49% 28.71%2 2020-Calendar 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core Portfolio Performance for Q3 2021

By | October 26, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q3 -12.64%1 0.58%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core Portfolio Performance for Q2 2021

By | July 15, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q2 11.52%1 8.55%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core Portfolio Performance for Q1 2021

By | April 15, 2021

  FIC Core Portfolio S&P 500 Total Return 2021 Q1 3.93%1 6.17%2 2020-Calender 20.93%1 18.40%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core Equity Performance as of Q3 2020

By | October 2, 2020

    FIC Core Portfolio S&P 500 Total Return 2020 Q3 32.79%1 8.93%2 2020 YTD 7.97%1 5.57%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core Equity Performance as of Q2 2020

By | July 1, 2020

FIC Core Portfolio S&P 500 Total Return 2020 Q2 1.28%1 20.54%2 2020 YTD -26.57%1 -3.08%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core US Equity Portfolio As of Q1 2020

By | May 2, 2020

FIC Core Portfolio S&P 500 Total Return 2020 Q1 -27.47%1 -19.60%2 2020 YTD -27.47%1 -19.60%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »

FIC Core US Equity Portfolio As of Q4 2019

By | January 25, 2020

FIC Core Portfolio S&P 500 Total Return 2019 Q4 17.15%1 9.07%2 2019-Calendar 3.96%1 31.49%2 2018-Calendar -3.86% -4.38% 2017-Calendar 32.39% 21.83% 2016-Calendar 29.31% 11.96% 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… Read More »