| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| iSectors Post-MPT Growth Allocation | 29.36 | 28.60 |
| Niemann Dynamic Sector | 29.88 | 27.26 |
| JP Morgan Global Focus | 28.04 | 27.10 |
| Jennison Global Equity Opportunities | 27.65 | 26.69 |
| Allianz Global Equity Sustainability | 27.33 | 26.17 |
| Loring Ward Global Equity DFA | 25.24 | 24.93 |
| Parametric Tax Managed MSCI EAFE+Can | 25.25 | 24.66 |
| Niemann Risk Managed Sector | 26.90 | 24.61 |
| Baillie Gifford Global Alpha | 25.34 | 24.50 |
| Loring Ward Global Equity DFA TM | 24.79 | 24.48 |
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Marsico Non-Taxable Flexible Capital | 25.02 | 23.69 |
| Loring Ward Global Equity DFA SRI | 18.85 | 18.56 |
| iSectors Post-MPT Growth Allocation | 19.05 | 18.34 |
| Baillie Gifford Global Alpha | 18.30 | 17.54 |
| Loring Ward Global Equity DFA | 17.42 | 17.12 |
| Loring Ward Global Equity DFA TM | 17.16 | 16.87 |
| WestEnd Advisors Global Equity | 17.68 | 16.42 |
| Loring Ward Global Equity SA | 16.37 | 16.37 |
| Russell TM Equity Growth Model Strategy | 16.14 | 16.14 |
| Deschutes Matisse Discounted CE Fd Stgy | 17.14 | 16.00 |
