Equity Building Block — International Core
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-03-18
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — International Core.
YTD return
+5.6%
Benchmark +5.5%
1 year
+14.2%
Excess 0.7 pts
Since inception
2.7%
Annualized
Net expense
0.35%
Weighted across 5 sleeves
Growth of a hypothetical investment
100% Equity vs Broad Equity Market Index
Model Benchmark
Jul 2026 Model +32.8% · Benchmark +31.3%
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 2024 (10.8%) · Weakest year 2022 (-21.4%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.3% | +1.1% | +0.2% |
| 3M | +2.8% | +2.5% | +0.3% |
| YTD | +5.6% | +5.5% | +0.1% |
| 1Y | +14.2% | +13.5% | +0.7% |
| 3Y | +6.8% | +6.5% | +0.3% |
| 5Y | +0.2% | +0.1% | +0.1% |
| Since inception | +2.7% | +2.6% | +0.1% |