5-Year Performance
Historical backtested performance across our portfolio strategies. All data represents simulated returns based on our disciplined investment methodology.
Select a Strategy
Balanced Portfolio
Mix of growth and stability
+2.5%
0.5%
0%
-0.15
7.8%
Strategy Details
Asset Allocation
50% Equities, 40% Bonds, 10% Alternatives
Suitable For
Long-term investors seeking steady growth
Strategy Comparison
| Strategy | Total Return | CAGR | Max Drawdown | Sharpe Ratio | Volatility |
|---|---|---|---|---|---|
Conservative | +1.7% | 0.3% | 0% | -0.31 | 5% |
Balanced | +2.5% | 0.5% | 0% | -0.15 | 7.8% |
Growth | +5.9% | 1.2% | 0% | -0.04 | 9.9% |
Aggressive | +8.1% | 1.6% | 0% | 0.02 | 12.2% |
Important Disclosures
The performance data shown represents backtested results based on historical market conditions and our investment methodology. Past performance is not indicative of future results.
All investments involve risk, including the potential loss of principal. The strategies presented are for illustrative purposes only and do not constitute investment advice.
Backtested performance has inherent limitations. Unlike actual performance records, backtested results do not represent actual trading and may not reflect the impact of material economic and market factors.
Before making any investment decisions, please consult with a qualified financial advisor and review our full disclosures and compliance documentation.