Annual Return (%)
| 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| WiseFactors 50 | 20.67 | 13.68 | -1.76 | 11.35 | 13.27 | 2.74 | -2.56 | 9.18 | 10.79 | -7.23 |
| WiseFactors 60 | 25.01 | 15.17 | -3.83 | 12.99 | 16.67 | 2.38 | -3.33 | 10.87 | 12.60 | -8.78 |
| WiseFactors 70 | 29.35 | 16.66 | -5.90 | 14.63 | 20.07 | 2.02 | -4.10 | 12.57 | 14.40 | -10.34 |
| WiseFactors 80 | 32.53 | 18.48 | -6.50 | 16.54 | 20.59 | 3.95 | -4.18 | 13.11 | 15.07 | -10.86 |
| WiseFactors 90 | 35.75 | 20.32 | -7.51 | 18.33 | 23.05 | 4.99 | -4.57 | 14.46 | 15.98 | -11.79 |
Past performance is not indicative of future performance. Your account may have significant capital losses at any given time. Returns shown are based upon an annual rebalance date of December 31st. Your results may differ based upon your personal rebalance date. Results shown are based on simulations of WiseFactors allocations for periods indicated, they do not represent returns for WiseFactors Portfolios per se, as the Portfolios were not available in their current form over these periods. Results are from financial data believed to be reliable, not guaranteed. All returns are shown net of the .50% annual management fee payable to WiseFactors.
Returns assume all distributions are reinvested. The models shown comprise the following: WiseFactors 90 is 90% US/Global diversified equities with 10% in fixed income. WiseFactors 80 is 80% US/Global diversified equities with 20% in fixed income.WiseFactors 70 is 70% US/Global diversified equities with 30% in fixed income.WiseFactors 60 is 60% US/Global diversified equities with 40% in fixed income. WiseFactors 50 is 50% US/Global diversified equities with 50% in fixed income. The returns shown are not predictive of actual results in future periods. Current and future results may be lower or higher. Portfolio prices can fluctuate materially. Investors may lose money; investing for short periods increases risk. Portfolios are not FDIC insured, nor are they deposits of or guaranteed by a bank or any other entity. Portions of these portfolios are invested in funds that trade international equities, International investments are subject to additional risks such as currency fluctuation, political instability, lack of market regulation and potential for illiquid markets. Mid cap/Small cap investments are subject to greater volatility than those in other categories. Investors should carefully consider the investment objectives, risks, fees and expenses of each portfolio before investing. Past performance is no guarantee of future investment results. WiseFactors is wholly owned by VIA IV Investments, LLC., an Illinois registered investment advisor.
