market performance update

We have illustrated selected market indices and mutual fund performance statistics for you to use in comparing the performance of your investments to the markets. The information is categorized by asset class for ease of comparison. Please note that an index or category average is usually not perfectly comparable to your investments so caution is advised when judging your investment performance. Additionally, if you added to or withdrew money from an investment during the period being measured, your return may not be comparable to the market performance statistics.

The information contained herein is based on data obtained from recognized statistical services, and/or third party client reports or communication, or other sources, believed to be reliable. However, some or all information has not been verified prior to the analysis, and we do not make any representations as to its accuracy or completeness.

Past performance does not guarantee future results. All returns shown in the analysis exclude the effect of any investment advisory fee charged investment advisory fee charged by PMFA.

Data source: Callan