Fact Sheets
Click a link below to download. Click here for Brookstone Capital fact sheets
Returns as of 9/30/25
| Category | Strategy | Sep 2025 | YTD 2025 | 1 Year | 3 Year* | 5 Year* | 10 Year* |
|---|---|---|---|---|---|---|---|
| Alternatives | Alpha Seeker | -0.1% | 3.4% | 0.2% | -2.2% | 1.5% | 5.1% |
| Income | Hedged Yield | 2.5% | 3.8% | 5.4% | 5.1% | - | - |
| Model Portfolios | Legacy Navigator | 4.3% | 22.1% | 21.7% | 13.8% | 7.9% | - |
| Risk Managed Equities | Emg Mkts Smart Index | 6.3% | 27.8% | 15.6% | 11.0% | 1.6% | - |
| Risk Managed Equities | Hedged Disruptor | 13.0% | 32.9% | 39.2% | 16.0% | -2.2% | - |
| Risk Managed Equities | Tactical Beta | 3.3% | 13.9% | 14.2% | 17.4% | 10.7% | - |
| Risk Managed Equities | Tactical Q | 5.0% | 16.9% | 19.9% | 23.3% | 11.4% | - |
*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 Equities strategies returns are also available in the Morningstar Direct database.
TCM claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented these reports in compliance with the GIPS standards. TCM has been independently verified for the periods April 1, 2019 through December 31, 2024. The verification report is available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. View annual GIPS Reports