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The graph above indicates Ideal Asset Management’s 3 year performance from 2016 through 2018. Here, our growth is compared to the Standard and Poor’s 500 (S&P 500), the Dow Jones Total Stock Market Index, and the Bloomberg Barclays Aggregate Bond Index. The returns displayed are inclusive of dividends. All Ideal Asset Management’s accounts are averaged to calculate growth. Ideal Asset Management has achieved a 12.23% in the 5 year period. The other indices returned 9.26 %, 8.92%, and 2.06% respectively.
This graph provides Ideal Asset Management’s growth over the 5 year span from 2014-2018. Ideal Asset Management’s growth is compared to the S&P 500, the Dow Jones Total Stock Market Index, and the Bloomberg Barclays Aggregate Bond Index. The returns displayed are inclusive of dividends. Ideal Asset Management returned 10.02% over the 5 year period. The other indices returns of 8.49%, 7.86%, and 3.48% respectively.

 

*Performance is net of fees *Past performance is not indicative of future results *Returns for S&P 500 are price returns