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Designed as a total solution for the conservative investor, Paragon's Managed Income Portfolio's objective is to generate higher returns than bank certificates of deposit or traditional bond portfolios--without the volatility normally associated with the stock market.
View Detailed Return
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Annual Net Return
| Paragon's Managed Income Lehman Aggregate Bond Index | |
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Thur Sept. 2008 |
-7.41% |
.64% |
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2007 |
2.24% |
6.96% |
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2006 |
5.73% |
4.33% |
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2005 |
5.72% |
2.43% |
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2004 |
12.81% |
4.34% |
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2003 |
29.55% |
4.10% |
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2002 |
-3.71% |
10.25% |
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2001 4th qtr. |
9.65% |
0.05% |
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| Compound Annual Return 7.34% 4.75% | |
| Total Return Since Inception 63.27% 37.82% |
Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. The Lehman Brothers Aggregate Bond Index is a benchmark index made up of the Lehman Brothers Government/Corporate Bond. Benchmarks are used for comparative purposes only. The Paragon Managed Income Portfolio is not designed to track the Lehman Aggregate. Past performance is no guarantee of future results. Investments in securities involve the risk of loss. |
