Historical Performance:
High Growth

Invested
Amount:

$50k$100k$200k$500k$1.0M$2.0M$5.0M$10M$15M$100k'05'06'07'08'09'10'11'12'13'14'15'16'17'18'19'20'21'22'23'24

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Avg Annual Growth

35.49%

YTD Growth

-12.16%

Avg. Ann. MDD

20.07%

About "High Growth"

The High Growth OmniFund is primarily comprised of stocks from technology-based industries that have recently, or will in the near future, become an intrinsic part of the US economy. Additional asset classes of Cash and Bond Funds are included to stabilize the portfolio during periods when equities slump. This portfolio is appropriate for investors with a long time horizon, or for a smaller percentage of a portfolio for those investors who need some of their money to grow while living off the remainder of their funds. The High Growth OmniFund will periodically undergo flat periods of up to a year. However, the ultimate average returns are worth leaving investments funds in place.

The results shown are based on simulated or hypothetical performance results, including results stated since release. Hypothetical results have certain inherent limitations. Unlike the results shown in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under-or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to these being shown. Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade. Therefore, you should not invest or risk money that you cannot afford to lose.

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