Fact Sheets for brookstone advisors


CategoryStrategyJun 2025YTD 20251 Year3 Year*5 Year*10 Year*
AlternativesAlpha Seeker0.1%0.7%-10.8%-4.6%2.3%4.1%
Model PortfoliosLegacy Navigator3.4%13.4%13.6%8.8%6.0%-
Risk Managed EquitiesEmg Mkts Smart Index6.2%17.4%12.5%2.8%0.6%-
Risk Managed EquitiesTactical Beta4.4%6.6%12.0%12.6%9.8%-
Risk Managed EquitiesTactical Q5.7%8.7%12.0%18.1%11.0%-

*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 Equities strategies returns are also available in the Morningstar Direct database.