FIC Core Equity Performance as of Q2 2020

By | July 1, 2020
FIC Core Portfolio S&P 500 Total Return
2020 Q21.28%120.54%2
2020 YTD-26.57%1-3.08%2
  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 are 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:
Note: Past performance is not an indicator for future performance. There is no guaranty that such performance will be achieved in future.
FIC Core PortfolioCash and Cash Equivalent as % of Total NAV
As of 6/30/2020Cash and Cash Equivalent: -32.8%
Short Position Exposure: -40.1%
As of 3/31/20200.0%
As of 12/31/2019 12.36%
As of 9/30/201918.56%
As of 6/28/201917.37%
As of 3/31/201917.54%
As of 12/31/201812.34%
As of 9/28/201811.50%
As of 6/30/20180.27%
As of 3/31/20188.14%
As of 12/31/20171.28%
As of 9/30/20175.41%
As of 6/30/20173.59%

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