Low Duration — Stability
Low DurationLow Duration10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Stability.
YTD return
+2.0%
Benchmark +1.7%
1 year
+4.1%
Excess 0.2 pts
Since inception
1.5%
Annualized
Net expense
0.40%
Weighted across 9 sleeves
Growth of a hypothetical investment
10% Equity / 80% Fixed Income vs 1–3 Year Government/Credit Index
Model Benchmark
Jul 2026 Model +16.7% · Benchmark +11.2%
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 (4.9%) · Weakest year 2022 (-10.6%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.6% | +0.6% | -0.0% |
| 3M | +0.8% | +0.8% | +0.0% |
| YTD | +2.0% | +1.7% | +0.3% |
| 1Y | +4.1% | +3.9% | +0.2% |
| 3Y | +1.8% | +1.4% | +0.4% |
| 5Y | -0.2% | -0.6% | +0.5% |
| Since inception | +1.5% | +1.0% | +0.5% |