Performance
Real Results
Most financial advisors and wealth management firms do not publicly report their investment performance. We take a different approach. Well-documented and transparent results help prospective clients better understand what a relationship with us can deliver.
Performance Calculation
Performance is independently reported by our custodian's portfolio monitoring tool which produces Global Investment Performance Standards (GIPS®)-examined returns.
Real Client Accounts
Collar Capital (net) reporting is a composite of all discretionary client accounts, not theoretical model portfolios or conveniently backtested scenarios and time periods.
Benchmark Comparison
Performance is measured against reasonable industry benchmarks that reflect client asset allocation strategies with comparable risk levels.
Net of All Fees
Performance is always reported net of all advisory fees, transaction costs, and other expenses.
| Index / ETF / CCM | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
| S&P 500 | 11.77% | 14.87% | 21.29% | 11.91% | 13.53% |
| iShares Core 60/40 ETF | 6.70% | 9.56% | 14.52% | 6.82% | 7.99% |
| iShares Core 80/20 ETF | 9.71% | 13.19% | 17.94% | 9.12% | 10.16% |
| Collar Capital (net) | 24.45% | 26.58% | 28.47% | 16.24% | 14.27% |
Disclosures
Performance data is sourced from Interactive Brokers' PortfolioAnalyst tool as of 09/30/2026. The performance data period covers 09/30/2016 to 09/30/2026. This page was last updated on 10/04/2026.
Returns for periods greater than one year are annualized; year-to-date (YTD) returns are not annualized. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal.
Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
Collar Capital’s performance reflects an actual firm-wide composite return of all discretionary client accounts, reported net of our advisory fee (0.95% annually), transaction costs, and other expenses. Interactive Brokers PortfolioAnalyst calculates performance on a time-weighted basis regardless of differences in client investment policies, risk tolerances, or financial/estate plans; returns may incorporate effects of tax loss harvesting and occasional unsolicited client-directed transactions. Indices and funds shown reflect client asset allocation strategies.
The data provided for use in Interactive Brokers PortfolioAnalyst is believed to be accurate, but completeness and accuracy of the information is not guaranteed, and Clearing Broker has no liability with respect thereto.
Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. Collar Capital Management, LLC is registered with the Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. You can find additional information about our firm at https://adviserinfo.sec.gov/firm/summary/152325.
This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not solely rely on this material in making any future investment decision.
The S&P 500® Index is an unmanaged, float-adjusted market-capitalization-weighted equity index maintained by S&P Dow Jones Indices LLC. It is designed to measure the performance of the large-capitalization segment of the U.S. equity market and is composed of 500 leading U.S.-domiciled companies listed on eligible U.S. exchanges. The index covers approximately 80% of available U.S. equity market capitalization. Constituents are selected by the S&P U.S. Index Committee under published eligibility criteria (size, liquidity, public float, financial viability, and sector balance); membership is not a simple ranking of the 500 largest stocks. It is not possible to invest directly in an index. Index results do not reflect the deduction of advisory fees, brokerage commissions, transaction costs, or taxes, and may or may not assume reinvestment of dividends depending on the series used (price return vs. total return). S&P 500® is a registered trademark of S&P Dow Jones Indices LLC.
Any indices and other financial benchmarks shown are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other material characteristics that may differ from a particular client account. For example, a client account may typically hold substantially fewer securities than are contained in an index.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.
Returns for periods greater than one year are annualized; year-to-date (YTD) returns are not annualized. Past performance is not indicative of future results, and all investments involve risk, including the potential loss of principal.
Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
Collar Capital’s performance reflects an actual firm-wide composite return of all discretionary client accounts, reported net of our advisory fee (0.95% annually), transaction costs, and other expenses. Interactive Brokers PortfolioAnalyst calculates performance on a time-weighted basis regardless of differences in client investment policies, risk tolerances, or financial/estate plans; returns may incorporate effects of tax loss harvesting and occasional unsolicited client-directed transactions. Indices and funds shown reflect client asset allocation strategies.
The data provided for use in Interactive Brokers PortfolioAnalyst is believed to be accurate, but completeness and accuracy of the information is not guaranteed, and Clearing Broker has no liability with respect thereto.
Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. Collar Capital Management, LLC is registered with the Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. You can find additional information about our firm at https://adviserinfo.sec.gov/firm/summary/152325.
This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not solely rely on this material in making any future investment decision.
The S&P 500® Index is an unmanaged, float-adjusted market-capitalization-weighted equity index maintained by S&P Dow Jones Indices LLC. It is designed to measure the performance of the large-capitalization segment of the U.S. equity market and is composed of 500 leading U.S.-domiciled companies listed on eligible U.S. exchanges. The index covers approximately 80% of available U.S. equity market capitalization. Constituents are selected by the S&P U.S. Index Committee under published eligibility criteria (size, liquidity, public float, financial viability, and sector balance); membership is not a simple ranking of the 500 largest stocks. It is not possible to invest directly in an index. Index results do not reflect the deduction of advisory fees, brokerage commissions, transaction costs, or taxes, and may or may not assume reinvestment of dividends depending on the series used (price return vs. total return). S&P 500® is a registered trademark of S&P Dow Jones Indices LLC.
Any indices and other financial benchmarks shown are provided for illustrative purposes only, are unmanaged, reflect reinvestment of income and dividends and do not reflect the impact of advisory fees. Investors cannot invest directly in an index. Comparisons to indexes have limitations because indexes have volatility and other material characteristics that may differ from a particular client account. For example, a client account may typically hold substantially fewer securities than are contained in an index.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.
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Collar Capital Management, LLC is a registered investment adviser that offers advisory services to clients or prospective clients where Collar Capital Management, LLC and its representatives are properly licensed or exempted. This website is solely for informational purposes.