Year-by-year and month-by-month performance data showing consistent returns across different market conditions.
| Years | Jan | Feb | Mar | Apr | May | June | July | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | 3.3% | 1.3% | 0.6% | -0.1% | 0.7% | 1.0% | 0.4% | 0.0% | 0.6% | 0.4% | 1.1% | 9.4% | |
| 2016 | 0.2% | 0.9% | 0.7% | 0.2% | 1.5% | 0.7% | 1.2% | 1.6% | 1.6% | 0.6% | 1.4% | 1.0% | 11.5% |
| 2017 | 1.0% | 2.3% | 1.3% | 1.8% | 0.9% | 0.8% | 0.9% | 0.6% | 0.4% | 2.0% | 1.5% | 0.9% | 14.4% |
| 2018 | 1.2% | 1.1% | 1.1% | 2.1% | 3.4% | 0.7% | 1.8% | 3.4% | 1.2% | -0.3% | 0.8% | -2.0% | 14.6% |
| 2019 | 3.5% | 1.9% | 0.9% | 1.3% | 0.6% | 1.6% | 0.6% | 0.3% | 0.7% | 0.2% | 0.2% | 0.2% | 12.2% |
| 2020 | 0.6% | 0.2% | -2.7% | 1.4% | 0.8% | 0.0% | 0.4% | 0.3% | 1.3% | 1.2% | 2.9% | 4.0% | 11.3% |
| 2021 | 1.8% | 2.2% | 2.5% | 1.4% | 0.1% | 1.2% | 0.3% | 1.0% | -0.2% | 1.3% | -0.1% | 0.6% | 12.6% |
| 2022 | -0.4% | 0.1% | 0.4% | -0.9% | -0.4% | -0.8% | 1.0% | -0.3% | -0.3% | 1.0% | 0.1% | -0.3% | -1.0% |
| 2023 | 0.5% | 0.6% | 0.0% | 0.0% | -0.7% | 0.6% | 1.5% | 0.3% | 0.3% | -0.4% | 1.1% | 1.4% | 5.3% |
| 2024 | 0.9% | 0.8% | 0.6% | 0.0% | 0.8% | 0.8% | 0.3% | 0.7% | 0.8% | 0.9% | 1.2% | -0.1% | 7.9% |
| 2025 | 0.2% | 0.5% | 0.1% | 0.1% | -0.2% | 0.8% | 0.6% | 0.9% | 0.1% | 0.6% | 1.5% | 1.2% | 6.4% |
| 2026 | 0.6% | 0.5% | 1.8% | 2.9% |
| Fixed Income | YIELD |
|---|---|
| 5-year US Treasury | ~3.71% |
| 10-year US Treasury | ~4.13% |
| 30-year US Treasury | ~4.76% |
| Short-term Treasuries | ~3.8 - 4.0% |
| Investment Grade Bonds | ~3.5% |
| Ordinary Savings Account | ~0.01% |
| High-Yield Savings Accounts | ~3.5% - 4.4% |
| Money Market Accounts | ~3.4% - 4.4% |
| INDEX | 20Y | 15Y | 10Y |
|---|---|---|---|
| MSCI All Country World | 8.2% | 9.8% | 9.8% |
| Eurostoxx 50 | 5.0% | 4.9% | 6.4% |
| MSCI Emerging Market Equities | 6.3% | 3.4% | 4.0% |
Superior risk-adjusted returns demonstrate our ability to generate attractive returns while maintaining lower volatility than traditional investments.
Superior risk-adjusted returns that outperform traditional asset classes
vs Fixed Income Average
Alpha generated per annum
Max Annual Drawdown
In 2022 when equities fell 18%+
Positive Return Years
Only 2022 negative (barely)
Sharpe Ratio Target
Strong risk-adjusted returns