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Investment Performance
The following charts compare the performance of UIA’s investment strategies to similar indices and funds.
Defensive Growth
|
UIA Strategy |
Year to Date |
1 Year |
3 Year |
|
Defensive Growth |
3.95% |
9.59% |
9.21% |
|
S&P Preferred Stock Index |
3.13% |
11.06% |
9.18% |
|
Barclay’s Aggregate Bond Fund |
-0.13% |
3.77% |
5.52% |
Intelligent Blend
|
UIA Strategy |
Year to Date |
1 Year |
3 Year |
|
Intelligent Blend |
4.66% |
8.00% |
7.14% |
|
50% Russell 3000, 40% S&P Preferred Index, 10% Barclays Bond Index |
6.73% |
12.16% |
10.93% |
Intelligent Growth
|
UIA Strategy |
Year to Date |
1 Year |
3 Year |
|
Intelligent Growth |
7.65% |
7.40% |
8.10% |
|
70% Russell 2000, 30% S&P Preferred Index |
9.57% |
14.85% |
12.46% |
Year-to-date and Inception-to-date performance figures are net of fees and subject to revision. Performance includes accumulated dividend payments during the quarter.
On July 1, 1997, Ulland Investment Advisors began offering the Intelligent Growth style to the public. Ulland Investment Advisors claims compliance with the Global Investment Performance Standards (GIPS). Only annual performance figures are in compliance with GIPS standards. Annual performance may vary once GIPS compliance testing is completed. Performance is shown on a time-weighted basis as calculated on Axys portfolio software. Performance is presented net of fees. Calculations are based on the reinvestment of dividends and gains unless these amounts were paid out to the client. Employee accounts are included in performance figures. Performance does include positions where clients requested that certain securities be allowed to exceed 10% of the portfolio’s value. It should not be assumed that recommendations made in the future will be profitable or will equal the performance shown above.
On July 1, 1998, Ulland Investment Advisors began offering the Intelligent Blend style to a limited number of clients so that the style would be seasoned before being generally offered. Ulland Investment Advisors claims compliance with the Global Investment Performance Standards (GIPS). Only annual performance figures are in compliance with GIPS standards. Annual performance may vary once GIPS compliance testing is completed. Performance is shown on a time-weighted basis as calculated on Axys portfolio software. Performance is presented net of fees. Calculations are based on the reinvestment of dividends and gains unless these amounts were paid out to the client. Employee accounts are included in performance figures. Performance does include positions where clients requested that certain securities be allowed to exceed 10% of the portfolio’s value. It should not be assumed that recommendations made in the future will be profitable or will equal the performance shown above.
On April 1, 2002, Ulland Investment Advisors began offering the Defensive Growth style to a limited number of clients so that the style would be seasoned before being generally offered. Ulland Investment Advisors claims compliance with the Global Investment Performance Standards (GIPS). Only annual performance figures are in compliance GIPS standards. Annual performance may vary once GIPS compliance testing is completed. Performance is shown on a time-weighted basis as calculated on Axys portfolio software. Performance is presented net of fees. Calculations are based on the reinvestment of dividends and gains unless these amounts were paid out to the client. Employee accounts are included in performance figures. Performance does include positions where clients requested that certain securities be allowed to exceed 10% of the portfolio’s value. It should not be assumed that recommendations made in the future will be profitable or will equal the performance shown above.
