Dynamic Allocation — Growth
DynamicDynamic Allocation75% Equity / 18% Fixed Income · Blend ETF implementation · Last reviewed 2026-02-17
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Growth.
YTD return
+0.9%
Benchmark +0.6%
1 year
+3.5%
Excess 0.1 pts
Since inception
2.0%
Annualized
Net expense
0.36%
Weighted across 10 sleeves
Growth of a hypothetical investment
75% Equity / 18% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +23.8% · Benchmark +19.7%
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 2023 (5.7%) · Weakest year 2022 (-14.4%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.9% | -1.1% | +0.2% |
| 3M | +1.5% | +1.3% | +0.2% |
| YTD | +0.9% | +0.6% | +0.3% |
| 1Y | +3.5% | +3.4% | +0.1% |
| 3Y | +4.4% | +3.7% | +0.6% |
| 5Y | +0.1% | -0.4% | +0.5% |
| Since inception | +2.0% | +1.7% | +0.3% |