Dynamic Allocation — Defensive
DynamicDynamic Allocation25% Equity / 67% Fixed Income · Blend ETF implementation · Last reviewed 2026-04-13
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Defensive.
Track record
Cumulative return · simulated
Jul 2026 Model -1.8% · Benchmark -3.9%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Tactical Allocation Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.3% | -0.2% | -0.1% |
| 3M | -0.5% | -0.6% | +0.0% |
| YTD | +2.5% | +2.3% | +0.2% |
| 1Y | +5.8% | +5.1% | +0.7% |
| 3Y | +2.3% | +1.7% | +0.6% |
| 5Y | -0.4% | -0.8% | +0.4% |
| Since inception | +1.9% | +1.5% | +0.4% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to add value over a strategic benchmark through tactical shifts across asset classes and sub-sectors.
- Purpose
- Tactically managed core
- Characteristics
- Blend ETF implementationTaxable fixed income coreDefensive risk postureQuarterly rebalance review
- Inception
- 2017-04-01
- Net expense
- 0.38%
- Estimated yield
- 3.05%
- Turnover
- 39.7%
Asset class allocation
Across all sleeves · 11 holdings
- Equity25.0%
- Fixed income67.0%
- Alternatives5.0%
- Cash3.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Dynamic Allocation — Defensive
Factsheet · 2026-05-09
Trade Update — Dynamic Allocation — Defensive
Trade Update · 2026-04-08
Model Viewpoint — Dynamic Allocation — Defensive
Model Viewpoint · 2026-03-07