13.14%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| 5f49f108de1ff523f34f9e61 | Global Equity | 2016-06-16 | 2023-05-24 | Portfolio | |
| 5f49f45bde1ff523f34f9e66 | Fixed Income | 2009-04-17 | 2023-05-24 | Portfolio | |
| 5f8a40c8a1593da3042fd0de | Real Assets | 2014-11-10 | 2023-05-24 | Portfolio | |
Benchmark |
|||||
| 5f456687fedae83924931071 | Simple 60/40 | 2008-03-31 | 2023-05-24 | Portfolio |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | -3.15 | -1.80 | -4.21 | -5.01 | -7.64 | 9.34 | 3.02 | 7.39 | 2016-06-16 | |
| Fixed Income | -0.13 | -4.23 | -4.98 | -0.26 | -23.54 | -26.05 | -5.50 | -2.49 | 1.00 | 2009-04-17 |
| Real Assets | 0.01 | -0.05 | -1.67 | 0.53 | -6.30 | 14.96 | 4.92 | 1.99 | 2014-11-10 | |
| Benchmark | -1.13 | -0.53 | -0.85 | 1.20 | 1.39 | 4.75 | 3.96 | 4.62 | 4.37 | 2008-03-31 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | 1.09 | 1.10 | 1.13 | 24.66 | 22.99 | 26.21 | 23.57 | 2016-06-16 | |
| Fixed Income | 0.67 | 1.89 | 1.92 | 31.57 | 25.82 | 26.53 | 23.82 | 25.61 | 2009-04-17 |
| Real Assets | 0.36 | 0.44 | 0.47 | 11.43 | 12.46 | 12.34 | 12.29 | 2014-11-10 | |
| Benchmark | 0.40 | 0.40 | 0.41 | 10.69 | 9.40 | 10.32 | 8.76 | 11.48 | 2008-03-31 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| Global Equity | -0.60 | 0.93 | 0.44 | 0.78 | 2016-06-16 | |
| Fixed Income | -2.20 | -2.62 | -0.35 | -0.11 | 0.25 | 2009-04-17 |
| Real Assets | -0.61 | 1.28 | 0.44 | 0.18 | 2014-11-10 | |
| Benchmark | 0.12 | 0.41 | 0.35 | 0.40 | 0.39 | 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 |