MAKARIOS
INVESTMENTS
Interactive comparison of period returns and cumulative growth of our tactically managed S&P Model versus the S&P 500 Total Return Index.
Performance results shown are actual results of the Makarios S&P Investment Model and are presented net of advisory fees. Net performance reflects the deduction of advisory fees and does not include the impact of taxes, which may further reduce returns.
Benchmark performance shown represents the S&P 500 Total Return Index, which includes reinvestment of dividends and does not reflect the deduction of fees, expenses, or taxes. Index performance is provided for comparative purposes only.
Performance for the initial calendar year reflects partial-year results beginning May 16, 2024.
Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. There can be no assurance that any investment strategy will achieve its objectives or produce profitable results.
This information is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Performance information is provided in connection with the firm’s investment advisory services and should be considered in conjunction with the firm’s Form ADV Part 2A.
Performance results represent the aggregate performance of all client accounts managed pursuant to this model and do not reflect the experience of any single account.