Historical Performance

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.