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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.