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Hypothetical performance in the app is used to show how the model portfolios would have performed, net of fees and monthly rebalancing. This is based on historical performance of the underlying securities. The time period of historical performance can be selected in-app.

Historical performance does not take into account dividend reinvestments, and uses current dividend yields in lieu of historical dividend yields. Historical dividend yields may be greater or lesser than current dividend yields, and actual historical performance may vary from the hypothetical performance.

Graphs showing hypothetical growth of your portfolio uses the average return of the past five years, extrapolated into the future. Average return is calculated as the price return of each year plus the current dividend yield, averaged across the five years.

Past performance does not guarantee future results.