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SMID Low Volatility Strategy Returns

Inception: 1/1/2017

Annualized Returns (as of 3/31/2020)

YTD*1 Year3 YearSince Inception
SMID Low Vol (Gross)
SMID Low Vol (Net)
S&P 1000 TR Index

*Year-to-date return figures are not annualized.

Annual Returns

Year EndLow Vol SMID (Gross)Low Vol SMID (Net)S&P 1000 Total Return

Net performance is calculated as the gross return minus the average weighted fee for each quarter as determined by the individual account fee and account value for each account in the strategy.  Returns are based on a composite of accounts invested in a similar strategy.  Individual client returns may vary from composite returns.

Accounts’ values may diminish at any time due to adverse market conditions.  Past performance is not indicative of future returns. The publishing of these returns does not constitute a solicitation of sale.

The information shown above is supplemental to the compliant presentation.

Gyroscope Capital Management Group, LLC, an investment advisor, does business as Gyroscope Capital Management Group.  

Prospective clients and other interested parties can obtain a copy of the Compliant Presentation for the SMID Low Volatility Portfolio by contacting Robert Carr by phone at 1-239-219-0550 or by email at rcarr@gyroscopecapital.com.

Gyroscope Capital Management Group, LLC (“GCMG”) claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards. GCMG has been independently verified for the periods 10/1/2007 to 12/31/2018.

SMID Low Volatility Composite includes all portfolios that invest in SMID cap equities and for comparison purposes is measured against S&P 1000 Total Return Index.  The minimum account size for this composite is $35 thousand.  The SMID Low Volatility Composite was created December 28, 2016.

The S&P 1000 Total Return Index is an appropriate benchmark for the Low Volatility SMID Portfolio Composite. S&P 1000 Total Return Index is a domestic equity index consisting of 1000 stocks representing small to mid-cap segment of the total U.S. equity market, commonly referred to as “SMID” cap. It is the type of equity index that tracks both the capital gains of a group of stocks over time, and assumes that any cash distributions, such as dividends, are reinvested back into the index.

Results are based on fully discretionary accounts under management, including those accounts no longer with the firm. 

Returns are a composite of accounts invested in the SMID Low Volatility Strategy. To be included in the composite, a client’s portfolio must have at least 70% of the account value invested in the Strategy.  Return calculations use accrual basis accounting.  Portfolio return calculations and valuations are based on trade settlement date. 

No leverage, derivatives, or short positions have been used in this composite.

The U.S. Dollar is the currency used to express performance.