Low Duration — Reserve
Low DurationLow Duration0% Equity / 85% Fixed Income · Blend implementation · Last reviewed 2026-03-12
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Reserve.
YTD return
+2.0%
Benchmark +1.8%
1 year
+3.3%
Excess 0.4 pts
Since inception
1.6%
Annualized
Net expense
0.41%
Weighted across 5 sleeves
Growth of a hypothetical investment
0% Equity / 85% Fixed Income vs 1–3 Year Government/Credit Index
Model Benchmark
Jul 2026 Model +18.6% · Benchmark +12.4%
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 (3.9%) · Weakest year 2022 (-11.2%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.3% | +0.0% |
| 3M | +0.6% | +0.5% | +0.2% |
| YTD | +2.0% | +1.8% | +0.2% |
| 1Y | +3.3% | +2.9% | +0.4% |
| 3Y | +2.7% | +2.1% | +0.6% |
| 5Y | +0.1% | -0.4% | +0.5% |
| Since inception | +1.6% | +1.1% | +0.5% |