11.74%
| Asset ID | Name | Earliest Return Date |
Latest Return Date |
Type | |
| ACWI | ISHARES MSCI ACWI ETF | 2008-03-31 | 2023-11-27 | ETF | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 2003-09-29 | 2023-11-27 | ETF | |
Benchmark |
|||||
| BIGPX | BlackRock Gwth Ptf Institutional | 2006-12-27 | 2023-11-24 | Mutual Fund |
| 1 Day | 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| ACWI | -0.22 | 0.58 | 8.05 | 2.76 | 10.39 | 4.60 | 7.98 | 6.70 | 5.56 | 2008-03-31 |
| AGG | 0.34 | 0.27 | 2.12 | 0.38 | 0.41 | -2.95 | 0.50 | 0.95 | 2.28 | 2003-09-29 |
| Benchmark | 0.57 | 3.94 | 1.06 | 4.86 | 1.85 | 5.19 | 4.76 | 5.02 | 2006-12-27 |
| 1 Week | 1 Month | 3 Months | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| ACWI | 0.34 | 0.62 | 0.67 | 0.71 | 14.02 | 16.90 | 14.45 | 19.40 | 2008-03-31 |
| AGG | 0.22 | 0.31 | 0.29 | 0.29 | 4.03 | 4.11 | 3.28 | 3.92 | 2003-09-29 |
| Benchmark | 0.15 | 0.40 | 0.38 | 0.37 | 7.88 | 8.37 | 8.30 | 12.70 | 2006-12-27 |
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | Inception Date | |
| ACWI | 0.90 | 0.42 | 0.74 | 0.61 | 0.56 | 2008-03-31 |
| AGG | 0.02 | -0.29 | 0.03 | 0.07 | 0.19 | 2003-09-29 |
| Benchmark | 0.42 | 0.15 | 0.45 | 0.41 | 0.45 | 2006-12-27 |
| ACWI | AGG | |
| ACWI | 1 | 0 |
| AGG | 0 | 1 |
name: Simple 60/40
benchmark:
id: BIGPX
assets:
- type: Security
id: ACWI
- type: Security
id: AGG
policy:
rebalancing_interval: Quarterly
weights:
- 60
- 40
weights_algorithm: UserInput
weights_updating_interval: Never