The information below provides an overview of Ideal Asset Management’s performance. The graphs’ performances are compared to major US indices and are net of fees. This information is meant to guide you so that you can make an informed decision about your financial future.
|The graph above indicates Ideal Asset Management’s growth from the beginning of 2017 until date (September 30, 2017). Here, our growth is compared to Dow Jones Industrial Average (DJIA), Standard and Poor’s 500 (S&P 500), and Nasdaq composite. The growth percentage for both graphs is calculated by subtracting the previous period’s number from the current period’s number and dividing the result by the previous period’s number; the resulting fraction is then multiplied by 100%. All Ideal Asset Management’s accounts are averaged to calculate growth.||Ideal Asset Management has achieved an 32.81% return since the beginning of 2016. The other indices, DJIA, S&P 500, and Nasdaq, growth percentages are 13.61%, 12.67%, and 20.93% respectively.|
|This graph provides Ideal Asset Management’s growth over a 3 year span from 2013-2015. Again, Ideal Asset Management’s percent growth is compared to DJIA, S&P 500, and Nasdaq indices. All percentages are obtained by calculating the percent difference between periods, as described earlier.||Ideal Asset Management returned 46.50% compared to the DJIA, S&P 500, and Nasdaq returns of 32.82%, 40.29%, and 57.42% respectively.|