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Total Portfolio Returns

Data tables last updated: 6/30/2025

Returns are net of fees, and all returns for periods longer than one year are annualized.

Total Portfolio Returns ~60/40 Allocations

Total Portfolio Returns vs. Normalized Benchmark ~60/40 Allocations

Total Portfolio Returns Non-60/40 Allocations

Total Portfolio Returns vs. Normalized Benchmark Non-60/40 Allocations

Total Portfolio Annual Returns