The Index+® strategy has a proven track record of using Pro Leverage℠ to outperform the S&P500 while reducing losses in recessions and crises.
It uses leverage to provide amplified long-term returns and Treasury Bonds to protect against losses in a recession or financial crisis.
It's a plug-in replacement for S&P500 index funds in retirement accounts and brokerage accounts.
Past performance is not necessarily indicative of future performance
| Year | Index+® | S&P500 |
|---|---|---|
| 2017 | 6.75% | 4.08% |
| 2018 | -6.37% | -4.57% |
| 2019 | 35.09% | 31.22% |
| 2020 | 24.71% | 18.33% |
| 2021 | 26.12% | 28.73% |
| 2022 | -40.04% | -18.18% |
| 2023 | 18.86% | 26.18% |
| 2024 | 3.39% | 7.64% |
| Since Index+ inception | 56.47% | 120.65% |
| Beta | 0.844 | |
| Alpha | -22.58% |
Program inception 10/27/17.
2024 data is year to date.
Index+ returns are after fees.
S&P500 return based on ETF with fee of 0.095%.
Past performance is not necessarily indicative of future performance.
ARM Financial is the investment management practice of Abraham McAllister.
ARM Financial’s mission is to help clients achieve their goals by understanding and managing their risk.
ARM Financial is guided by the values of respect, trust and transparency.
Total assets under management: $36,979,313
Client accounts are separately managed at a third-party custodian. Clients have access to their funds 24/7/365.
Data on this page is as of 2024-04-29
Please contact info@armfi.com for more information.
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Futures are not a good investment option for some investors. Futures involve the risk of substantial loss.
ARM Financial is a Registered Investment Advisor (CRD#144340) and Commodity Trading Advisor (NFA ID#0421354).
