Portfolio Performance Reports

2022 Period 3 & Annual
October 1, 2021 – September 30, 2022

Our top-down wealth management portfolios use a weighted average of the S&P 500 and Barclays U.S. Aggregate Bond Indicies as their primary benchmark. Our bottom-up value investing portfolio uses the Russell 3000 Value Index as its primary benchmark. Students’ individual performance is evaluated through instructor and peer assessments of their individual contributions.