Conservative Portfolio Performance
Paragon's conservative portfolio called Managed Income

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.

 

Annual Net Return

Date
  
 
Paragon's Managed Income
   

 

  
Thru Q1 2012
     4.97%
2011 2.71%

2010

  
6.39%

2009

  

 

16.01%

2008

  

 

-18.90%

2007

  

 

2.24%

2006

  

 

5.73%

2005

  

 

5.72%

2004

  

 

12.81%

2003

  

 

29.55%

2002

  

 

-3.72%

2001 4th qtr.

  

 

9.65%
 
Compound Annual Return    
5.58%
Total Return Since Inception    
76.03%

 

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. Past performance is no guarantee of future results. Investments in securities involve the risk of loss.