1 844 55 INDXX (46399)

Indices

Epic Funds Traffic Light Large Cap Growth Index

Epic Funds Traffic Light Large Cap Growth Index tracks the performance of a volatility-controlled investment strategy designed to provide a portfolio with efficient risk reward balance. It seeks to avoid absolute drawdowns in excess of 15% during periods of recession while attempting to capture between 90% - 95% of positive returns over a 3-year rolling average period.

PR
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Index Characteristics

Base Date 01/02/2006
No. of Constituents 5
Dividend Yield
*
1.72%
52 Week High/Low
**
3102/2018
* Trailing 12 months data for current year portfolio
** Trailing 12 months

Index Risk & Return Statistics

Statistic QTD YTD 1 Year 3 Year Since Base Date
Beta
1
1.06 1.06 1.06 0.48 0.46
Correlation
1
0.98 0.99 0.98 0.68 0.67
Returns
2
-7.48% 5.60% 7.70% 9.35 8.50%
Deviation 22.71% 16.15% 15.27% 12.25 13.29%
1w.r.t.Indxx 500 Index PR
2All returns for period greater than 1 year are annualized
Fact Sheet is not available