Family Dynasty Advisors VS Benchmarks
While market declines can't be prevented, our strategy of minimizing losses allows our clients to win even in down markets.
(AS OF JANUARY 31, 2023)
LAST 12 MONTHS
| Growth Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
|---|---|---|---|
| Standard Deviation | 10.68% | 22.74% | 12.06% |
| Performance | -8.47% | -9.23% | 0.76% |
| Balanced Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 10.26% | 22.74% | 12.48% |
| Performance | -7.83% | -9.23% | 1.40% |
| Conservative Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.94% | 22.74% | 13.80% |
| Performance | -7.44% | -9.23% | 1.79% |
SINCE INCEPTION*
| Growth Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
|---|---|---|---|
| Standard Deviation | 9.75% | 19.52% | 9.77% |
| Performance | -4.84% | -3.23% | -1.61% |
| Balanced Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.92% | 19.52% | 10.60% |
| Performance | -4.41% | -3.23% | -1.18% |
| Conservative Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.00% | 19.52% | 11.52% |
| Performance | -4.69% | -3.23% | -1.46% |
LAST 12 MONTHS
SINCE INCEPTION*
LAST 12 MONTHS
| Growth Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
|---|---|---|---|
| Standard Deviation | 10.68% | 22.74% | 12.06% |
| Performance | -8.47% | -9.23% | 0.76% |
| Balanced Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 10.26% | 22.74% | 12.48% |
| Performance | -7.83% | -9.23% | 1.40% |
| Conservative Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.94% | 22.74% | 13.80% |
| Performance | -7.44% | -9.23% | 1.79% |
SINCE INCEPTION*
| Growth Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
|---|---|---|---|
| Standard Deviation | 9.75% | 19.52% | 9.77% |
| Performance | -4.84% | -3.23% | -1.61% |
| Balanced Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.92% | 19.52% | 10.60% |
| Performance | -4.41% | -3.23% | -1.18% |
| Conservative Portfolio | Family Dynasty Advisors | S&P 500 | Difference |
| Standard Deviation | 8.00% | 19.52% | 11.52% |
| Performance | -4.69% | -3.23% | -1.46% |
LAST 12 MONTHS
SINCE INCEPTION*
LAST 12 MONTHS
SINCE INCEPTION*
OUTPERFORMED BENCHMARKS
9 Out Of The Last 11 Months
GROWTH PORTFOLIO
Benchmark is 95% stocks (65% Russell 3000, 20% MSCI Developed EAFE, 10% MSCI Emerging EM) 5% cash (90-day treasury bill)
OUTPERFORMED BENCHMARKS
7 Out Of The Last 11 Months
BALANCED PORTFOLIO
Benchmark is 60% stocks (40% Russell 3000, 15% MSCI Developed EAFE, 5% MSCI Emerging EM) 35% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill)
OUTPERFORMED BENCHMARKS
8 Out Of The Last 11 Months
CONSERVATIVE PORTFOLIO
Benchmark is 35% stocks (25% Russell 3000, 7% MSCI Developed EAFE, 3% MSCI Emerging EM) 60% bonds (Bloomberg Agg Bond Composite Index) 5% cash (90-day treasury bill)
Models
Each model is a diversified selection of equity ETF’s with little to no overlap between the models. The allocation of each model can range from holding all cash to being fully invested which is determined by Family Dynasty Advisors based on market conditions and expectations.
Divergent - A strategy focused on the various sectors of the economy with an investment time horizon of 1 - 2 months.
Trend - This strategy follows the fluctuation of an investment with the intent of selling to lock in profits and then repurchasing after a market decline with an investing time horizon of 2 - 8 months.
Tactical - An allocation of low volatility, high-income producing investments with a time horizon of 8 - 15 months.
Portfolios
The investment allocation of each portfolio can range from holding all cash to being fully invested. This range is determined by Family Dynasty Advisors based on market conditions and expectations.
Conservative - A combination of the firms’ three models plus bonds, which are allocated to minimize volatility, generate income, and provide stable growth.
Balanced - A combination of the firms’ three models, with limited bond exposure, which is allocated to focus on long-term growth while minimizing the downside market.
Growth - A combination of only the firms’ three models, with the intent to maximize growth while maintaining a diversified investment portfolio.
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Glossary of Terms
Since Inception* - June 1, 2021
Performance Calculations - Family Dynasty Advisor's performance calculations are net of fees with dividends and income reinvested
Benchmark Assignment - We assign benchmarks to the respective portfolios and models based on similarities of market risk parameters not investment allocation.
Benchmark Index - Index performance is provided as a benchmark. It is not illustrative of any particular investment. An investment cannot be made in an the firm's benchmark index.
Disclosures
Past performance doesn’t guarantee nor necessarily predict future results. Investment performance figures shown are derived from composite returns of accounts that are actively invested and managed by Family Dynasty Advisors.