CONCERT AI S&P represents a forward-tested (not pro forma) application of the CONCERT AI methodology.  The following chart and table illustrate the performance of CONCERT AI S&P from 2007 to 2017, as applied to the S&P 500 using the 9 Sector SPDRS.

  • CONCERT AI S&P  Compound Annual Growth Rate: 14.19%
  • S&P  Compound Annual Growth Rate: 5.98%
  • Performance data does not include dividends or slippage
  • Performance data does include estimated transaction cost