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Altruistic Income Index

The strategy's primary objective is current income. In general, the strategy will allocate capital to traditional and non-traditional assets that provide current income. Total portfolio risk is roughly equally allocated to investment grade bonds, REITs, preferred stocks, high yield bonds and dividend paying stocks. The strategy dynamically allocates across the assets as correlations and volatilities change.

Year
Altruistic Income Index
Hypothetical $10K AII
Aggregate Bond Index
Hypothetical $10K Aggregate Bond Index
2010
11.73%
$11,173.07
6.54%
$10,654.00
2011
6.77%
$11,929.85
7.84%
$11,489.27
2012
7.17%
$12,785.80
4.21%
$11,972.97
2013
2.19%
$13,065.58
-2.02%
$11,731.12
2014
6.93%
$13,971.40
5.97%
$12,431.47
2015
0.51%
$14,043.03
0.55%
$12,499.84
2016
5.17%
$14,768.57
2.65%
$12,831.08
2017
5.40%
$15,565.82
3.54%
$13,285.30

**Standard Deviation is a measure of risk and volatility. When an index has a high standard deviation, the predicted range of performance is wide, implying greater volatility and risk. In other words, a higher number means more risk.

The aggregate bond index is a broad base index used by bond funds to measure their performance. It includes mortgage-backed securities, asset-back securities, government-backed securities, and corporate securities. These collectively serve to replicate the way bonds are moving in the market. It’s exclusively composed of bonds that have matured more than one year.