Historical Performance

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.