How returns on Autopilot are calculated

The performance data presented reflects the aggregated results of actual client portfolios managed by the Registered Investment Adviser (RIA), based on the trading activity in the securities contained in the relevant portfolio over the specified period. If fewer than 10 clients are invested in the portfolio, the data represents the aggregate performance of all clients following this strategy. Actual investor outcomes can vary due to factors like brokerage support for fractional shares, account size, trade timing, fees, and taxes, and past performance should not be interpreted as a guarantee of future results or typical of all portfolios. Performance figures are shown before subscription fees, and the flat-fee structure means smaller accounts experience a higher effective fee percentage while larger accounts experience a lower one.

"Started" is the date a Portfolio's record begins on Autopilot. "Since start" covers that whole period, so Portfolios that started on different dates can't be compared directly on that column.

View our Customer Relationship Summary and other important info at joinautopilot.com/disclaimer.