Low Duration — Short Horizon
Low DurationLow Duration20% Equity / 72% Fixed Income · Blend implementation · Last reviewed 2026-05-14
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Short Horizon.
YTD return
+3.1%
Benchmark +2.4%
1 year
+3.9%
Excess 0.9 pts
Since inception
3.2%
Annualized
Net expense
0.29%
Weighted across 9 sleeves
Growth of a hypothetical investment
20% Equity / 72% Fixed Income vs 1–3 Year Government/Credit Index
Model Benchmark
Jul 2026 Model +39.4% · Benchmark +31.5%
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 2017 (6.8%) · Weakest year 2022 (-10.6%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.8% | +0.7% | +0.1% |
| 3M | +1.9% | +1.5% | +0.4% |
| YTD | +3.1% | +2.4% | +0.7% |
| 1Y | +3.9% | +3.0% | +0.9% |
| 3Y | +3.5% | +2.9% | +0.6% |
| 5Y | +1.1% | +0.5% | +0.6% |
| Since inception | +3.2% | +2.6% | +0.6% |