Dynamic Allocation — High Growth
DynamicDynamic Allocation85% Equity / 8% Fixed Income · Blend ETF implementation · Last reviewed 2026-03-18
ActiveConstruction v10Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — High Growth.
YTD return
+3.6%
Benchmark +4.2%
1 year
+6.9%
Excess -0.6 pts
Since inception
3.1%
Annualized
Net expense
0.27%
Weighted across 10 sleeves
Growth of a hypothetical investment
85% Equity / 8% Fixed Income vs Tactical Allocation Composite
Model Benchmark
Jul 2026 Model +37.7% · Benchmark +30.1%
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 2024 (13.1%) · Weakest year 2022 (-14.1%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.4% | -0.5% | +0.1% |
| 3M | +1.2% | +1.3% | -0.1% |
| YTD | +3.6% | +4.2% | -0.6% |
| 1Y | +6.9% | +7.4% | -0.6% |
| 3Y | +7.4% | +7.0% | +0.4% |
| 5Y | +1.7% | +1.3% | +0.4% |
| Since inception | +3.1% | +2.5% | +0.6% |