Investor Suitability Questionnaire

  • Plan Average Annual return Best Case Worst Case
    I 6.8% 14.9% -4.9%
    II 9.2% 24.8% -12.4%
    III 10.6% 34.2% -18.8%
    IV 12.5% 43.4% -25.0%
    V 14.8% 54.0% -33.2%
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