12 Year Historical Performance:
US Stock ETFs

Invested
Amount:

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Avg Annual Growth

9.97%

YTD Growth

12.09%

Avg. Ann. MDD

13.97%
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About "US Stock ETFs"

The US Stock ETF OmniFund concentrates on ETF’s that represent US indexes and industries. It pairs two different Portfolios (one aggressive and one conservative) together in order to allow users to determine their personal risk setting. The aggressive Portfolio uses a mix of ETF’s that perform well in bullish markets, but switched to more defensive ETF’s in bearish conditions. The conservative Portfolio concentrates on ETF’s in industry groups such as Consumer Staples, Healthcare, Metals, Bonds and Utilities in order mitigate the effect of bearish markets.
 
ETF Group
Symbol
Name
%
Amount
US Stocks
XRT
SPDR S&P RETAIL
40%
$40,000
US Stocks
IYM
iShares DJ US BASIC MAT
25%
$25,000
US Stocks
XLB
MATERIALS SELECT SECTOR SPDR
20%
$20,000
US Stocks
XLV
HEALTH CARE SELECT SECTOR SPDR
15%
$15,000
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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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