Dynamic Allocation — Defensive
DynamicDynamic Allocation25% Equity / 67% Fixed Income · Blend ETF implementation · Last reviewed 2026-04-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Defensive.
YTD return
+2.5%
Benchmark +2.3%
1 year
+5.8%
Excess 0.7 pts
Since inception
1.9%
Annualized
Net expense
0.38%
Weighted across 11 sleeves
Growth of a hypothetical investment
25% Equity / 67% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +22.0% · Benchmark +16.9%
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 2017 (6.9%) · Weakest year 2022 (-12.2%)
Trailing returns
Annualized beyond one year
| 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% |