Fact Sheets for brookstone advisors
Returns as of april 2024
| Category | Strategy | Apr 2024 | YTD 2024 | 1 Year | 3 Year* | 5 Year* | 10 Year* |
|---|---|---|---|---|---|---|---|
| Alternatives | Alpha Seeker | -2.2% | -0.8% | 5.0% | -1.1% | 3.9% | 5.8% |
| Model Portfolios | Legacy Navigator | -4.2% | 1.6% | 8.8% | -2.2% | 5.9% | - |
| Risk Managed Indexing | EAFE Smart Index | -4.8% | -0.5% | 1.3% | -5.5% | 2.5% | - |
| Risk Managed Indexing | Emg Mkts Smart Index | -1.6% | -1.0% | 0.8% | -13.0% | -3.2% | - |
| Risk Managed Indexing | Tactical Q | -5.7% | 1.6% | 23.4% | 0.1% | - | - |
| Risk Managed Indexing | Tactical Beta | -5.3% | 3.6% | 14.3% | -0.2% | 13.2% | - |
*Figures over 1 year are annualized. Legacy Navigator net of 1.50% management fee. All other strategies net of 1.95% management fee. Alpha Seeker and Risk Managed Indexing strategies returns are also available in the Morningstar Direct database.