March Performance

All Dynamic Strategies and Equity Strategies were ahead of the 0.6% return of the S&P 500 Index YTD through March 31, paced by Focused 13D up +14.7%; Dynamic Global Macro up +12.7%; Dynamic Commodity up +8.9%; Select Equity up +7.3% and Dynamic U.S. Equity up 5.5%. The chart nearby shows Dynamic Global Macro over the last 6 months.


The best strategies over the past year were Focused International Equity up +22.9%; Select REIT up +21.6%; Dynamic High Yield up 20.8%; Focused Analyst Growth up +20.0%; and Dynamic Commodity up 19.9%. The S&P 500 returned 11.8% over the past year.

Please visit our website for more complete performance details at Wind River Advisors. As always, past returns are no guarantee of future returns. Please see the website for important performance disclaimers.