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DAG takes an in-depth look at each fiscal quarter in terms of income, growth and what could be expected in the coming quarter.

Growth Portfolio Performance

Current MonthYTD1 Year3 Year
DAG Portfolio-3.04%2.33%8.23%13.06%


Current MonthYTD1 Year3 Year
DJ Global Total
Stock Market Index
Wilshire 5000-2.03%7.08%22.82%15.66%
S&P 500-1.55%6.70%17.29%20.35%
MSCI World ex US-4.33%-0.34%5.22%13.70%


A) This Monthly Performance Report has been prepared from data believed to be reliable, but no representation is made as to accuracy or completeness. Securities and Investment Advisory offered through First Financial Equity Corp. Member FINRA and SIPC. This is not an official statement of your First Financial Equity Corporation account. Should you have any questions on this report you may contact us at 480-951-0079.

B) Performance data represents past performance.  Past performance is no guarantee of future results, current performance may be higher or lower than performance displayed.

C) Total returns include reinvestment of dividends and capital gains.

D) Total returns are net of all fees and expenses.

E) The investment return and principal value of an investment will fluctuate such that an investor’s shares, when redeemed, may be worth more or less than their original cost.

F) Prior to April 2002, certain international equity portfolios charged reimbursement fees to the purchases of shares of those portfolios.

G) Performance data for the Portfolios are weighted average returns with rebalancing on a semi-annual basis.

H) Returns of the "DAG Portfolio" and the "MSCI World ex Us Portfolio" are provided by Vanguard Funds and they reserve the right to reinstate these figures, if necessary, at any time.

I) Individual accounts will have varying returns due to rebalancing and start date.

J) The Benchmarks are from the Dow Jones Global Total Stock Market Indexes, Standard & Poors - Indices and Wilshire 5000 Inex Calculator.

K) Volatility of the index may be materially different from that of the DAG Portfolio.

L) The objective of the "DAG Portfolio" is for long term capital appreciation and contains both equities and fixed income investments. All returns are for periods ended January 31, 2014