Fact Sheets
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Returns as of march 2024
| Category | Strategy | Mar 2024 | YTD 2024 | 1 Year | 3 Year* | 5 Year* | 10 Year* |
|---|---|---|---|---|---|---|---|
| Alternatives | Alpha Seeker | 0.9% | 1.7% | 7.2% | 1.3% | 5.5% | 7.0% |
| Growth | Hedged Disruptor | 2.3% | 24.9% | 42.5% | -11.30% | - | - |
| Income | Hedged Yield | 1.5% | 2.6% | 3.0% | - | - | - |
| Model Portfolios | Legacy Navigator | 2.1% | 6.3% | 14.8% | 1.8% | 8.8% | - |
| Risk Managed Indexing | EAFE Smart Index | 3.2% | 4.8% | 8.6% | -2.0% | 5.0% | - |
| Risk Managed Indexing | Emg Mkts Smart Index | 2.4% | 0.8% | 0.7% | -11.3% | -1.6% | - |
| Risk Managed Indexing | Tactical Q | 1.0% | 8.0% | 30.4% | 5.1% | - | - |
| Risk Managed Indexing | Tactical Beta | 3.0% | 9.7% | 21.5% | 4.4% | 16.4% | - |
*Figures over 1 year are annualized. Legacy Navigator net of 0.125% management fee, Hedged Disruptor net of 2% management fee. All other strategies net of 1% management fee. Alpha Seeker and Risk Managed Indexing strategies returns are also available in the Morningstar Direct database.