For the nine months ended September 30, 2017, RVP’s Durable Income generated an 8.32% net return vs the Barclays High Yield Index Benchmark return of 7.00%. Since inception (June 1, 2014), Durable Income has generated a 9.07% annualized net return vs the Barclays High Yield Index’s annualized return of 4.90%. Durable Income invests in exchange traded, income oriented securities with the underlying goal of generating above market income while avoiding permanent loss of capital.
Read our full Durable Income Investor LetterRelative Value Partners merged with Kovitz Investment Group Partners, LLC as of August 2024. All Insights are opinions of the author as of the posting date. Any graphs, data, or information in this publication are considered reliably sourced, but no representation is made that it is accurate or complete, and should not be relied upon as such. This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may vary.