Dynamic Allocation — Growth Tilt
DynamicDynamic Allocation65% Equity / 27% Fixed Income · Blend ETF implementation · Last reviewed 2026-01-16
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Growth Tilt.
YTD return
+5.8%
Benchmark +5.7%
1 year
+6.8%
Excess 0.3 pts
Since inception
3.6%
Annualized
Net expense
0.38%
Weighted across 10 sleeves
Growth of a hypothetical investment
65% Equity / 27% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +45.5% · Benchmark +36.9%
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 2019 (12.0%) · Weakest year 2022 (-12.8%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.2% | +1.1% | +0.2% |
| 3M | +4.4% | +4.4% | +0.0% |
| YTD | +5.8% | +5.7% | +0.1% |
| 1Y | +6.8% | +6.5% | +0.3% |
| 3Y | +3.3% | +2.8% | +0.5% |
| 5Y | +0.7% | +0.0% | +0.7% |
| Since inception | +3.6% | +3.0% | +0.6% |