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SFM Low-Cost Portfolios

As of March 31st, 2021Max Drawdown (5 yr)Dividend Yield3-Month Return1-Year Return3-Year Avg. Annual ReturnAnnual Portfolio CostStrategy Summary
Conservative LC Growth
-20.6%
2.2%
2.2%23.4%7.7%0.2%More Info
Conservative LC Income-22.7%2.3%2.1%17.7%5.2%0.2%More Info
Moderate LC Growth-22.4%1.4%0.8%28.5%9.7%0.2%More Info
Moderate LC Income-26.3%2.4%3.7%24.8%7.7%0.2%More Info
Aggressive LC Growth-24.3%1.1%1.6%32.7%11.2%0.2%More Info
Aggressive LC Income-28.1%2.4%4.7%31.4%9.3%0.2%More Info


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