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Since its launch, our Core portfolio has delivered over 9.0% composite annual time-weighted returns after fees.**
As of 12/31/2024, and inception date 9/7/2011.
**Composite annual time-weighted returns: 12.7% over 1 year, 7.9% over 5 years, and 7.8% over 10 years. Composite performance calculated based on the dollar-weighted average of actual client time-weighted returns for the Core portfolio at 90/10 allocation, net of fees, includes dividend reinvestment, and excludes the impact of cash flows. Past performance not guaranteed, investing involves risk.