CategoryStrategyJun 2025YTD 20251 Year3 Year*5 Year*10 Year*
AlternativesAlpha Seeker0.2%1.2%-9.9%-3.7%3.2%5.1%
IncomeHedged Yield3.0%-0.3%4.1%1.2%--
Model PortfoliosLegacy Navigator3.5%14.2%15.2%10.3%7.5%-
Risk Managed EquitiesEmg Mkts Smart Index6.3%17.9%13.6%3.8%1.6%-
Risk Managed EquitiesHedged Disruptor7.2%17.5%14.2%12.0%-1.3%-
Risk Managed EquitiesTactical Beta4.5%7.1%13.0%13.7%10.8%-
Risk Managed EquitiesTactical Q5.8%9.2%13.0%19.2%12.0%-

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