Investment Management Performance

Investment Management Performance 2017-08-03T21:22:10+00:00

Our Mission

Karpus Investment Management’s ongoing mission is to achieve top-quartile results over three to five year periods based on each client’s risk and return objectives.

Karpus Composite vs Morningstar Mutual Fund Returns

10 Year Performance for Periods ending 6/30/17
10 Year Wealth Management Performance Karpus Investment Management vs Morning Star June 30 2017
Karpus Returns
Morningstar Mutual Fund Returns
All returns presented annualized net of fees. Past performance does not guarantee future results.
**10 Year Disclosure

Success Over Full Market Cycles

We have consistently ranked in the top 1% to 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of September 30, 2017. It is important to judge a manager’s success over full market cycles, recent market cycles have exceeded seven years in length. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.

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