Dynamic Allocation — Balanced
DynamicDynamic Allocation55% Equity / 37% Fixed Income · Blend ETF implementation · Last reviewed 2026-06-15
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Balanced.
YTD return
+5.1%
Benchmark +4.9%
1 year
+4.8%
Excess 0.3 pts
Since inception
1.5%
Annualized
Net expense
0.35%
Weighted across 9 sleeves
Growth of a hypothetical investment
55% Equity / 37% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +16.8% · Benchmark +9.9%
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 2018 (5.7%) · Weakest year 2022 (-14.3%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.8% | +1.0% | -0.1% |
| 3M | +1.3% | +1.6% | -0.2% |
| YTD | +5.1% | +4.9% | +0.2% |
| 1Y | +4.8% | +4.5% | +0.3% |
| 3Y | +1.8% | +1.5% | +0.4% |
| 5Y | -1.0% | -1.5% | +0.5% |
| Since inception | +1.5% | +0.9% | +0.6% |