Data-Verified as of
Portfolio Snapshot
Understanding the Numbers
The "Time-Tested" Funnel
Mouse over the chart to see exact annualized performance for any period from 1 to 13 years.
Portfolio Composition
| Fund Type | Weight |
|---|
Latest Performance
Historical Performance (Lump Sum)
| Period | Start Date | Total Return | Annualized |
|---|
Rolling Period Statistics
| Holding Period | Min Return | Max Return | Median | Win Rate |
|---|
Calendar Year Performance
| Year | Return |
|---|