Low Duration — Near-Term Growth
Low DurationLow Duration30% Equity / 64% Fixed Income · Blend implementation · Last reviewed 2026-06-15
ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Near-Term Growth.
YTD return
+3.3%
Benchmark +3.3%
1 year
+6.7%
Excess 0.0 pts
Since inception
1.8%
Annualized
Net expense
0.23%
Weighted across 9 sleeves
Growth of a hypothetical investment
30% Equity / 64% Fixed Income vs 1–3 Year Government/Credit Index
Model Benchmark
Jul 2026 Model +21.0% · Benchmark +16.1%
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 2023 (7.0%) · Weakest year 2022 (-13.9%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.1% | +0.9% | +0.2% |
| 3M | +1.7% | +1.6% | +0.0% |
| YTD | +3.3% | +3.3% | -0.0% |
| 1Y | +6.7% | +6.6% | +0.0% |
| 3Y | +4.8% | +4.6% | +0.3% |
| 5Y | +0.7% | +0.4% | +0.4% |
| Since inception | +1.8% | +1.4% | +0.4% |