12 Year Historical Performance:
US Stock ETFs

Invested
Amount:

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Avg Annual Growth

11.17%

YTD Growth

-9.15%

Avg. Ann. MDD

11.88%
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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
Defensive ETFs
IGF
iShares S&P GLOBAL INFRASTRUCTURE
48.58%
$48,583
Defensive ETFs
IYK
iShares DJ US CONSUME
30.36%
$30,364
Utilities
XLU
UTIL SELECT SECTOR SPDR
8.42%
$8,421
Treasury Bonds
IEF
iShares BARCLAYS 7-10-YEAR TRE
5.26%
$5,263
Consumer Staples
RHS
GUGGENHEIM S&P 500 EQUITY WTS CONS
4.21%
$4,211
Healthcare
BBH
MARKET VECTORS BIOTECH ETF
3.16%
$3,158
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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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