Saveday Portfolio Performance 2024
Our advisor’s six investment portfolios are comprised of well-known, low-cost Exchange Traded Funds (ETFs).
A summary of our portfolios with their performance, expense, and risk level are listed below:
Portfolio 1 Lowest Risk | Portfolio 2 Low Risk | Portfolio 3 Medium Risk | Portfolio 4 Higher Risk | Portfolio 5 Highest risk | Portfolio 6 S&P 500 Index ETF | |
|---|---|---|---|---|---|---|
Weighted Average Expense Ratio | 0.061% | 0.060% | 0.056% | 0.054% | 0.053% | 0.030% |
YTD Return (6/30/2024) | 4.79% | 6.42% | 7.82% | 8.43% | 9.07% | 15.28% |
1-YR Return | 11.54% | 14.34% | 16.51% | 17.44% | 18.39% | 26.58% |
3-YR Return | 5.90% | 9.80% | 12.93% | 14.09% | 15.00% | 33.26% |
5-YR Return | 35.44% | 46.46% | 55.86% | 59.78% | 63.65% | 101.38% |
Investment results shown represent historical performance as of June 30, 2024 and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions, so the value, when redeemed may be worth more or less than the original costs. Current performance may be lower or higher than the performance data shown. Investment results shown do not include fees.
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