Total Portfolio Returns ~60/40 Allocations
(Last Updated: 6/30/2024)
Returns are net of fees and are as of 6/30/2024. 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: 6/30/2024)
Returns are net of fees and are as of 6/30/2024. 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: 6/30/2024)
Returns are net of fees and are as of 6/30/2024. All returns for periods longer than one year are annualized.
Numbers in parentheses correspond to disclosures found here.
Total Portfolio Returns vs. Normalized Benchmark Non-60/40 Allocations
(Last Updated: 6/30/2024)
Returns are net of fees and are as of 6/30/2024. All returns for periods longer than one year are annualized.
Numbers in parentheses correspond to disclosures found here.
