Equity Building Block — US Small-Mid Complete
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-02-17
ActiveConstruction v21Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — US Small-Mid Complete.
YTD return
+8.0%
Benchmark +8.4%
1 year
+9.6%
Excess -0.4 pts
Since inception
5.0%
Annualized
Net expense
0.47%
Weighted across 5 sleeves
Growth of a hypothetical investment
100% Equity vs Broad Equity Market Index
Model Benchmark
Jul 2026 Model +66.9% · Benchmark +59.9%
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 2023 (13.9%) · Weakest year 2022 (-10.6%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.3% | -0.4% | +0.1% |
| 3M | +1.8% | +1.6% | +0.1% |
| YTD | +8.0% | +8.4% | -0.3% |
| 1Y | +9.6% | +10.0% | -0.4% |
| 3Y | +8.0% | +7.1% | +0.9% |
| 5Y | +4.4% | +3.8% | +0.7% |
| Since inception | +5.0% | +4.5% | +0.4% |