• INCEPTION (12/19/2002)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 4.71%
  • S&P RETURN

  • 9.39%
(AGBF) AdvisorCFA's Global Balanced Fund

AGBF Growth of $10,000

AGBF Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 08/07/2018

AGBF Month By Month (As Of: 11/16/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGBF YTD S&P (TR) YTD
20186.39%-5.34%-2.79%-1.24%-2.00%-2.16%2.18%-0.56%0.99%-5.57%-0.25%--10.39% 0.98%
20173.09%0.55%0.08%0.96%5.93%-1.34%4.04%-0.82%2.12%2.30%2.51%1.60%22.88% 21.83%
2016-6.77%-3.00%6.71%2.71%-1.92%-2.30%3.79%1.69%1.03%0.07%3.88%-1.49%3.71% 11.96%
2015-4.46%5.82%-1.93%5.43%-3.24%-1.24%-3.96%-7.82%-6.42%11.30%1.14%-1.35%-8.10% 1.38%
2014-2.94%6.18%-3.93%1.36%3.51%5.06%-4.66%5.50%-7.98%0.78%-1.55%-4.79%-4.59% 13.69%
20137.09%-2.92%0.86%3.93%2.08%-3.55%6.62%0.17%7.98%4.35%1.76%4.90%37.81% 32.39%
20127.53%2.54%-0.11%-3.41%-11.39%0.31%-1.60%6.43%3.18%-0.92%0.34%2.36%3.98% 16.00%
2011-0.40%1.52%-7.15%-1.07%-6.80%-7.32%-5.25%-8.36%-18.22%13.52%-6.22%-6.71%-43.42% 2.11%
2010-5.14%0.95%0.95%-2.15%-12.78%-8.62%2.68%-10.25%1.62%5.16%-0.65%4.99%-22.53% 15.06%
2009-6.54%-8.87%10.44%20.71%27.61%-1.38%1.42%2.32%7.22%-4.38%-0.95%0.35%51.12% 26.46%
2008-9.61%0.77%-4.91%8.53%3.13%-13.26%-1.47%-1.71%-11.14%-18.99%-7.53%-1.03%-46.34% -37.00%
20072.24%-2.53%1.51%3.50%4.65%1.79%0.33%-1.74%6.55%10.42%-6.72%2.22%23.34% 5.49%
200610.13%0.09%-0.33%5.75%-6.47%0.82%2.38%1.78%-0.46%5.61%5.44%3.39%30.85% 15.79%
2005-1.31%8.06%-5.13%-4.02%2.17%2.78%5.34%4.68%7.29%-5.56%3.10%1.47%19.19% 4.91%
20044.01%1.92%0.26%-6.92%-1.12%2.22%-6.13%1.84%6.90%2.41%4.48%3.01%12.64% 10.88%
2003-0.78%-0.88%3.86%12.97%12.81%11.09%5.94%1.24%3.24%9.51%3.63%4.85%90.55% 28.68%
2002------------1.09%-1.09% -1.72%
Returns greater than 5%
Returns less than -5%