AGG's Proprietary Model Performance

Cost is only an issue in the absence of value.

Here’s our models’ 1-Year performance results (current through January 25, 2024)*

AGG Model

1Yr-Average Performance

(5/5/2023) net of fees

1 Yr S&P 500

(5/5/2023)

Fixed Income

6.61%

+3.95%

Dynamic-Aggressive

15.20%

+26.17%

Hi-Dividend Yield

47.97%

+23.58%

*Assumes full investment for the entire period stated. We frequently trade actual client portfolios tactically due to market conditions and stated client risk-tolerances. Past performance is no guarantee of future results.

 

AUM

Annual Fee

First $10,000

2.0%

From $10,001 – $500,000

1.45%

Amount above $500,001

1.0%

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