Fact Sheets

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Returns as of 8/31/25

CategoryStrategyAug 2025YTD 20251 Year3 Year*5 Year*10 Year*
AlternativesAlpha Seeker-0.5%3.5%-5.2%-2.1%2.1%4.7%
IncomeHedged Yield0.9%1.3%3.5%2.3%--
Model PortfoliosLegacy Navigator0.6%17.1%15.8%11.1%6.2%-
Risk Managed EquitiesEmg Mkts Smart Index1.6%20.2%13.9%5.4%-0.1%-
Risk Managed EquitiesHedged Disruptor-3.7%17.6%24.2%8.5%-4.4%-
Risk Managed EquitiesTactical Beta0.9%10.3%11.8%13.5%8.9%-
Risk Managed EquitiesTactical Q-0.2%11.4%16.1%18.0%8.9%-

*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