| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 23.25 | 22.58 |
| PIMCO RAE Fundamental PLUS | 23.42 | 22.45 |
| PIMCO StocksPlus | 19.11 | 18.67 |
| First Trust Balanced Closed-End Fund | 18.97 | 17.12 |
| Innealta Global All Asset Opp Growth | 18.35 | 16.24 |
| Wellington Real Asset | 17.09 | 16.07 |
| Wellington CIF II Divers Inflation Hg S1 | 16.67 | 15.62 |
| 3D ETF Global Equity Growth | 17.56 | 15.28 |
| TCW Worldwide Opportunities | 17.07 | 14.78 |
| PIMCO StocksPLUS International Unhedged | 15.07 | 14.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO RAE Fundamental PLUS | 15.57 | 14.66 |
| PIMCO StocksPLUS Absolute Return | 15.24 | 14.56 |
| PIMCO StocksPlus | 14.59 | 14.06 |
| DMAP Moderate Relative Return USD-H | 9.38 | 8.68 |
| Morgan Stanley Glbl Tactical Asset Alloc | 8.71 | 8.39 |
| CKW Opportunistic Global Balanced | 8.49 | 7.55 |
| 3D ETF Global 100 Portfolio | 9.22 | 7.08 |
| THG Balanced Aggressive | 7.79 | 6.97 |
| First Trust Balanced Closed-End Fund | 8.59 | 6.89 |
| PIMCO StocksPLUS International Unhedged | 7.49 | 6.85 |
