Equity Building Block — US Large-Cap Core
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-01-16
ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — US Large-Cap Core.
YTD return
+2.3%
Benchmark +2.6%
1 year
+6.5%
Excess -0.8 pts
Since inception
3.2%
Annualized
Net expense
0.33%
Weighted across 5 sleeves
Growth of a hypothetical investment
100% Equity vs Broad Equity Market Index
Model Benchmark
Jul 2026 Model +39.3% · Benchmark +34.4%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2019 (13.2%) · Weakest year 2022 (-15.2%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.0% | +0.1% |
| 3M | +1.8% | +1.8% | +0.0% |
| YTD | +2.3% | +2.6% | -0.3% |
| 1Y | +6.5% | +7.3% | -0.8% |
| 3Y | +9.0% | +9.6% | -0.6% |
| 5Y | +2.5% | +2.8% | -0.3% |
| Since inception | +3.2% | +2.8% | +0.4% |