Historical Performance
Growth of $10,000
2000-01 to 2026-07 ยท As of Aug 5, 2026
Strategy Ending Value
$86,164
60/40 Ending Value
$47,646
Assumes $10,000 invested at the start of the backtest period. Bars show year-end portfolio value for the strategy versus a traditional 60/40 portfolio. Past performance is not indicative of future results.