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A dynamic, overall solution for the growth portion of your portfolio, Paragon's Top Flight Portfolio is designed to be a total solution for the growth-oriented investor. It is actively managed and will primarily move in and out of a mix of exchange traded funds (ETFs) based on our quantitative trend following and seasonality models. Top Flight is one of several portfolios that is available for Paragon's managed accounts.
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Annual Net Return | |||||
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Date |
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Paragon Top Flight Portfolio |
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S&P 500 |
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Thru December 2009 |
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34.61% |
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26.45% |
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2008 |
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-33.87% |
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-36.99% |
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2007 |
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16.98% |
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5.50% |
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2006 |
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5.91% |
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15.79% |
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2005 |
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6.30% |
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4.89% |
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2004 |
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10.15% |
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10.87% |
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2003 |
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50.31% |
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28.69% |
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2002 |
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-13.60% |
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-22.12% |
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2001 |
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9.10% |
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-11.92% |
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2000 |
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62.42% |
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-8.82% |
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1999 |
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17.69% |
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20.66% |
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1998 |
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31.67% |
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28.58% |
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Compound Annual Return |
13.67% |
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2.95% |
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Total Return Since Inception |
360.54% |
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41.35% |
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Investment performance reflects time-weighted, size-weighted geometric composite returns of actual client accounts and not back tested hypothetical returns or performance. Investment returns are net of all management fees and transaction costs, and reflect the reinvestment of all dividends and distributions. The S&P Index is a market-value weighted index comprised of 500 stocks selected for market size, liquidity, and industry group representation. Benchmarks are used for comparative purposes only. The Paragon Top Flight Portfolio is not designed to track the S&P Index and will have results different from the benchmark. Past performance is not indicative of future results. Investments in securities involve the risk of loss.
