Broker Check


Portfolio Returns 1994-2013

Shown below are the five model portfolios along with their historical average rates of return, the highest one year return, the lowest one year return, the number of years the respective portfolio had a loss, and a brief description of each portfolio.


“The returns identified above are based on actual and hypothetical portfolio returns achieved by Creative Financial Designs on its Brokerage Managed accounts platform. The quoted returns may not reflect the actual returns inside self-directed company retirement managed accounts. Please see the disclosure sheet for additional relevant information regarding the calculation of these portfolio returns.”

View Larger PDF of  Portfolio Returns  (Click on link)