| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Divers Inflation Hg S1 | 23.20 | 22.09 |
| Wellington Real Asset | 22.62 | 21.54 |
| PIMCO RAE Fundamental PLUS | 20.23 | 19.27 |
| Deschutes Matisse Discounted CE Fd Stgy | 17.17 | 16.03 |
| 4Thought Multi-Contingency Aggressive | 16.56 | 14.96 |
| PIMCO StocksPLUS Absolute Return | 15.55 | 14.92 |
| Luken DyTegicXˆ® Global Strategy | 17.23 | 14.89 |
| Appleseed All-Cap F3 | 14.69 | 14.69 |
| PIMCO All Asset Strategy | 14.31 | 13.32 |
| PanAgora Risk Parity Multi Asset Plus | 15.02 | 13.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO RAE Fundamental PLUS | 17.40 | 16.47 |
| PIMCO StocksPLUS Absolute Return | 16.98 | 16.27 |
| PIMCO StocksPlus | 16.28 | 15.75 |
| JPMCB Diversified Global Inv | 0.00 | 11.30 |
| OBS Financial EFS 80/20 | 10.56 | 10.27 |
| Loring Ward Global Capital Appr DFA | 10.24 | 9.97 |
| DMAP Moderate Relative Return USD-H | 10.15 | 9.49 |
| Loring Ward Global Capital Appr SA | 9.49 | 9.45 |
| Wilshire Global ETF Allocation - Gr | 9.55 | 9.30 |
| Loring Ward Global Moderate Growth DFA | 9.42 | 9.15 |
