Historical Performance

The AIM portfolio made its first investments in the winter of 1996. Since that time, the portfolio has outperformed the S&P 500 net dividend by 240 basis points on an annualized basis. Below are the annualized returns of the AIM portfolio compared to market indices as of January 31, 2017:

AIM Portfolio – 10.8%
S&P 500 – 8.4%
Russell 2000 – 8.6%