Fact Sheets
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Returns as of april 2024
| Category | Strategy | Apr 2024 | YTD 2024 | 1 Year | 3 Year* | 5 Year* | 10 Year* |
|---|---|---|---|---|---|---|---|
| Alternatives | Alpha Seeker | -2.2% | -0.5% | 6.0% | -0.2% | 4.9% | 6.8% |
| Growth | Hedged Disruptor | -10.1% | 12.2% | 38.0% | -16.1% | - | - |
| Income | Hedged Yield | -3.0% | -0.4% | -0.3% | - | - | - |
| Model Portfolios | Legacy Navigator | -4.0% | 2.0% | 10.3% | -0.9% | 7.4% | - |
| Risk Managed Indexing | EAFE Smart Index | -4.8% | -0.2% | 2.2% | -4.6% | 3.5% | - |
| Risk Managed Indexing | Emg Mkts Smart Index | -1.5% | -0.7% | 1.8% | -12.1% | -2.3% | - |
| Risk Managed Indexing | Tactical Q | -5.6% | 2.0% | 24.5% | 1.1% | - | - |
| Risk Managed Indexing | Tactical Beta | -5.3% | 3.9% | 15.4% | 0.7% | 14.3% | - |
*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.