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