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Total Portfolio Returns ~60/40 Allocations
(Last Updated: 6/30/2023)

Returns are net of fees and are as of 6/30/2023. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.


Total Portfolio Returns vs. Normalized Benchmark ~60/40 Allocations
(Last Updated: 6/30/2023)

Returns are net of fees and are as of 6/30/2023. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.


Total Portfolio Returns Non-60/40 Allocations
(Last Updated: 6/30/2023)

Returns are net of fees and are as of 6/30/2023. All returns for periods longer than one year are annualized.

Numbers in parentheses correspond to disclosures found here.

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