Durig Capital Fixed Income

FX2 Rated 1st In Performance

Durig’s FX2 Portfolio – Third Quarter Rankings from Informa

Informa Investment Solutions Benchmarked Durig Capital’s Fixed Income 2 (FX2) Portfolio against its peer group of short term fixed income SMA’s (Separately Managed Accounts) in it’s PSN database.


Here is how Durig’s FX2 Portfolio was Ranked Third Quarter of 2018:


Durig Capital Rank Time Period Number of Competitors
1st 1 Year 126
1st 2 Years 125
1st 3 Years 124
1st 5 Years 120
1st Since Inception 110

Growth Of $1,000


Period Durig FX2 Benchmark Durig Premium
1  Year $ 1,132 $ 1,000 $ 132
2 Years $ 1,340 $ 1,003 $ 337
3 Years $ 1,690 $ 1,011 $ 679
4 Years $ 1,471 $ 1,024 $ 447
5 Years $ 1,604 $ 1,029 $ 575
6 Years $ 1,759 $ 1,033 $ 727
Inception $ 1,961 $ 1,037 $ 923


Durig’s FX2 Portfolio – Rate of Return


Time Period Durig Capital Return Benchmark Durig’s FX2 Excess Return
1 Year 13.16 -0.01 13.17
2 Years 15.74  0.13 15.62
3 Years 19.11  0.38 18.73
4 Years 10.13  0.58  9.55
5 Years  9.91  0.57  9.34
6 Years  9.87  0.54  9.33
Inception 10.49  0.54  9.95


If you have additional questions about FX2 please do not hesitate to contact us.


Past performance is no guarantee of future returns.

Durig’s FX2 Portfolio – Helping to Solve Your Income Needs

Durig’s FX2 Portfolio – Helping to Solve Your Income Needs  

Performance Review of Durig’s FX2 Portfolio

  • Morningstar’s Top Performing Fixed Income SMA in Trailing 1, 3 & 5 Year Returns, Q1 2018, Q2 2018
  • Up 10.94% YTD
  • Up 12.64% Trailing 1 Year Return
  • Up 17.54% Trailing 3 Year Return
  • Up 9.59% Trailing 5 Year Return

  • Annualized Return Since Inception (12-30-2011) of 9.91%
    • We know of no other Fixed Income SMA that has outperformed us, there may be some but we have not found any

#1 Performer in a Rising Rate Environment

  • FX2 is well suited for a rising interest rate environment

FX2 Benchmark Performance

  • The performance of FX2 stands out amongst our peers

Historical Returns of FX2 vs. S&P 500

  • Our returns have greatly outperformed our peer group
    • We are one of the few bond portfolios that has provided S&P like historical returns with about half the volatility, giving us a monster alpha of 8.44 vs the S&P 500

Superior Upside vs. Downside Risk Profile

  • In upside/downside participation we have outperformed almost all our *peers 2 to 1
    • *While the S&P 500 is not our peer, we have included them here to better judge our overall performance to the market as a whole

Disclosure: This report demonstrates how our clients aggregated Fixed Income 2 (FX2) Managed Income Portfolios have performed as of October 1st, 2018 and provides a brief analysis on the performance metrics of the FX2 portfolio.

Disclosure: Past performance is no guarantee of future results. FX2 is a composite of individual (segregated) bond accounts comprised of individual bond positions, with return averages both higher and lower than the FX2 composite returns. Individual (segregated) accounts are a different investment vehicle than bond funds, offering more easily customized asset allocation and tax accountability compared to having all the investments held in one single large pool.

Durig Capital Comments, Complaints & Reviews

Please leave any Durig Capital Comments, Complaints & or Reviews the best way is to

email us at Info@Durig.com.

Our you can leave a reply below we will try to get back to your shortly.


Durig Capital :

Always putting your interests first!” These securities are not being offered or sold in Texas.”

Registered Investment Adviser

11600 SW 69th Avenue

Tigard, Oregon 97223

Toll Free: 877-359-5319

E-mail us at:

Fax 971-732-5121

Information on this website is provided for informational purposes only and is not offered as advice with respect to any particular security or related financial instrument. This information should not be used as a basis for making an investment decision and must not be treated as a substitute for seeking advice from a licensed professional. The suitability of a given investment for a particular investor depends on a number of factors, each of which should be considered carefully. Such factors include, but are not limited to, the risk associated with the investment, the nature of current market conditions, and the investor’s objectives, personal needs, and specific circumstances. This is neither a solicitation to buy nor an offer to sell to persons in Texas.

Click For Free Investment Newsletter


Updates to our FX2 Fixed Income Segregated Accounts

Durig’s FX2 SMA Ranked 1st by Informa FX2



Updates to our Distressed Debt 1 Hedge Fund




Updates on our Dogs Of The Dow Portfolio

Why the Dogs of the Dow Look Doomed for 2017


See our Dogs Of The S & P 500 Portfolio


Review Our Recent Coverage of Individual Bonds


 Sign up for Our Free Newsletter


Durig’s Low Cost Fiducial Model.

The following are seven reasons why Durig Capital and its Registered Investment Advisor’s low cost fiduciary model of services is seen as superior to that of brokers.  Each will be reviewed in more detail.

Durig Capital’s Advisory Model

Broker’s Model

Fiduciary Service Suitability
Low fee’s Commission
Transparency Disclosure
Registered Investment Advisor Investment or Stock Broker
3rd Party Custodian: In house custody
Advise Transactions
Ethics Legality

Read more

Oregon Investment Advisor celebrates successful 10 years in business

Within weeks of opening our Investment Advisory business at Durig Capital,  two jet planes crashed into the twin towers in New York City and what was known as 9-11 shut down Wall Street for a week.  In hindsight, it may have been one of the worst times imaginable to open an investment firm.

Now, the concurrence of escalating debt issues and the inability of our US Government to solve a 15 trillion dollar problem, of Greece’s precipitous trek towards implosion as a result of lack of financial control, of a contagion concern for the entire Euro zone, and of many other threats to the global economy, appears to have striking similarities to the to the uncharted and uncertain times in which we started our Advisory firm. Read more

Registered Investment Advisors

Durig Capital – Always putting your interest first.

Our Registered Investment Adviser firm is proud of the fiduciary investment services we provide to the Portland area. Our desire is to serve your investment needs with a level of service located conveniently in the Tigard triangle between I-5, Barbur Boulevard (also known as Pacific and Highway &  99W) and Freeway 217 (also know as Beaverton Tigard Freeway – view our location and get directions below).

We look forward to hearing from you! Please feel free to contact us with questions.

Contact us:

Toll Free: 877-359-5319

E-mail us at:


[googleMap name=”Durig Capital – Always putting your interest first” description=”11600 SW 69th Ave, Tigard, Oregon” mousewheel=”false” directions_from=”true”]11600 SW 69th Ave, Tigard[/googleMap]