14.51%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| 5f49f108de1ff523f34f9e61 | Global Equity | 2016-06-16 | 2023-01-27 | Portfolio | |
| 5f49f45bde1ff523f34f9e66 | Fixed Income | 2009-04-17 | 2023-01-27 | Portfolio | |
| 5f8a40c8a1593da3042fd0de | Real Assets | 2014-11-10 | 2023-01-27 | Portfolio | |
Benchmark |
|||||
| 5f456687fedae83924931071 | Simple 60/40 | 2008-03-31 | 2023-01-27 | Portfolio |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | 1.16 | 4.05 | 12.09 | 18.29 | -9.69 | 3.85 | 3.18 | 9.41 | 2016-06-16 | |
| Fixed Income | -1.52 | -2.52 | 6.00 | 14.00 | -38.02 | -16.98 | -5.47 | -1.62 | 1.68 | 2009-04-17 |
| Real Assets | -0.58 | 0.17 | 2.25 | 1.65 | 7.83 | 11.32 | 6.04 | 2.39 | 2014-11-10 | |
| Benchmark | 0.38 | 1.64 | 4.19 | 7.18 | -4.52 | 3.15 | 3.35 | 5.03 | 4.50 | 2008-03-31 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | 0.68 | 1.20 | 1.64 | 27.65 | 30.75 | 26.40 | 23.82 | 2016-06-16 | |
| Fixed Income | 1.51 | 2.03 | 2.01 | 32.29 | 29.72 | 25.74 | 23.51 | 25.52 | 2009-04-17 |
| Real Assets | 0.35 | 0.50 | 0.73 | 14.19 | 14.22 | 12.35 | 12.42 | 2014-11-10 | |
| Benchmark | 0.26 | 0.51 | 0.71 | 12.15 | 12.20 | 10.44 | 8.75 | 11.55 | 2008-03-31 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | -0.75 | 0.61 | 0.46 | 0.96 | 2016-06-16 | |
| Fixed Income | -4.11 | -1.48 | -0.36 | -0.03 | 0.31 | 2009-04-17 |
| Real Assets | 0.71 | 1.00 | 0.54 | 0.22 | 2014-11-10 | |
| Benchmark | -0.43 | 0.28 | 0.29 | 0.44 | 0.40 | 2008-03-31 |
| Global Equity | Fixed Income | Real Assets | |
| Global Equity | 1 | -0.21 | 0.45 |
| Fixed Income | -0.21 | 1 | -0.08 |
| Real Assets | 0.45 | -0.08 | 1 |