Index Returns

Index returns are a helpful way to see how we seek to minimize risk. By losing less in down markets, the probability of earning more is increased over a full economic cycle.

Click a link below to view index return charts:

Altruistic Global Growth Index

Altruistic U.S. Growth Index

Altruistic Balanced Income Index

Altruistic Income Index

Please note: Index performance is provided by a third-party, S&P Dow Jones. Clients of Altruistic Investing cannot directly invest into an index. Index performance does not represent an actual investment or a portfolio’s performance, which may differ significantly from the index. No representation is made that any investor will or is likely to achieve results comparable to those shown or will make any profit at all or will be able to avoid incurring substantial losses. Index performance does not reflect any deduction of management fees, transaction costs, commissions or other expenses that could be incurred by an investment or portfolio. Such fees and expenses could reduce returns.