Historical Performance
Growth of $10,000
2000-01 to 2026-08 ยท As of Oct 10, 2026
Strategy Ending Value
$95,849
60/40 Ending Value
$58,801
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.