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How is M1 Pie Performance Calculated?

M1 calculates hypothetical performance for all M1 Finance curated pies. The hypothetical performance is displayed as informational only and not meant to be a recommendation or solicitation of any kind. Historical data is used to make calculations; all historical data is from a reputable provider and has not been internally validated or audited. All performance does not take into account possible taxes or fees.

The hypothetical historical performance follows a standard and consistent methodology. All performance calculations assumes quarterly rebalances and immediate reinvestment of dividends. The chart depicts the value of a $100 initial investment made at the beginning of the day on the first day of the calculation window.

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