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ETF Performance

ETF Driven Strategy

Brian Rauscher, CFA

Head of Global Portfolio Strategy & Asset Allocation

Brian Rauscher

FSI Sector Allocation Performance

The FSI Sector Performance is calculated at the close of each market day.

FSI Sector Performance Since Rebalance

S&P 500 (SPY)
Decreased by -1.88%
FSI Sector Allocation
Decreased by -2.62%
FSI vs Index
Decreased by -0.74%

Performance period: September 02, 2022 through September 08, 2022

Year to Date FSI Sector Performance

S&P 500 (SPY)
Decreased by -15.70%
FSI Sector Allocation
Decreased by -16.43%
FSI vs Index
Decreased by -0.73%

Performance period: January 01, 2022 through September 08, 2022

Inception to Date FSI Sector Performance (1st of October 2020)

S&P 500 (SPY)
Increased by 19.56%
FSI Sector Allocation
Increased by 20.76%
FSI vs Index
Increased by 1.20%

Performance period: October 01, 2020 through September 08, 2022

FSI Sector Performance Since Rebalance

Performance period: September 01, through September 08, 2022

Year to Date FSI Sector Performance

  • FSI Sector Allocation
  • S&P 500 (SPY)

Performance period: January 01, 2022 through September 08, 2022

Inception to Date FSI Sector Performance ( 1st of October 2020 )

  • FSI Sector Allocation
  • S&P 500 (SPY)

Performance period: October 01, 2020 through September 08, 2022