| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS International Unhedged | 26.71 | 26.16 |
| Innealta Global All Asset Opp Growth | 27.54 | 25.33 |
| Taxable Frontier Asset Mgmt Focused Opp | 24.67 | 24.06 |
| PIMCO StocksPLUS Absolute Return | 24.65 | 23.93 |
| Frontier Asset Mgmt Focused Opp | 23.85 | 23.25 |
| Sage ESG Global Equity | 23.24 | 22.76 |
| Innealta ETF Country Rotation | 23.26 | 22.20 |
| PIMCO StocksPlus | 22.70 | 22.19 |
| Morgan Stanley Glbl Tactical Asset Alloc | 22.21 | 21.89 |
| Innealta Global All Asset Opp Moderate | 23.33 | 21.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPlus | 16.52 | 16.03 |
| PIMCO StocksPLUS Absolute Return | 16.47 | 15.80 |
| PIMCO RAE Fundamental PLUS | 15.94 | 15.03 |
| Morgan Stanley Glbl Tactical Asset Alloc | 10.67 | 10.37 |
| ICON - SBI Global Moderate | 10.27 | 9.41 |
| CKW Opportunistic Global Balanced | 10.11 | 9.17 |
| THG Balanced Aggressive | 9.71 | 8.88 |
| CLS AdvisorOne Risk Budget 85 Mod Aggr | 8.67 | 8.67 |
| CKW Sprinkle Global Balance | 9.65 | 8.44 |
| DMAP Moderate Relative Return USD-H | 9.18 | 8.34 |
