Tax-Aware Blend — Growth
Target AllocationTax-Aware BlendTax-aware70% Equity / 28% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-01-10
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Growth.
YTD return
-0.4%
Benchmark -0.7%
1 year
+1.1%
Excess 0.3 pts
Since inception
3.2%
Annualized
Net expense
0.26%
Weighted across 8 sleeves
Growth of a hypothetical investment
70% Equity / 28% Fixed Income vs Municipal Blend Composite
Model Benchmark
Jul 2026 Model +39.9% · Benchmark +31.2%
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 2023 (11.1%) · Weakest year 2022 (-15.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.0% | +1.0% | +0.1% |
| 3M | +1.1% | +0.8% | +0.3% |
| YTD | -0.4% | -0.7% | +0.3% |
| 1Y | +1.1% | +0.8% | +0.3% |
| 3Y | +3.9% | +3.4% | +0.5% |
| 5Y | +0.7% | -0.0% | +0.7% |
| Since inception | +3.2% | +2.6% | +0.6% |