| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| CLS Active Real | 68.44 | 67.78 |
| Calamos Global Opportunities Composite | 66.00 | 64.92 |
| CLS AdvisorOne Risk Budget 85 Mod Aggr | 59.02 | 59.02 |
| Innealta Global All Asset Opp Growth | 56.85 | 55.36 |
| WST All Equity | 57.03 | 54.11 |
| Wellington CIF II Divers Inflation Hge | 54.23 | 53.21 |
| Wellington Opportunistic Investment | n/a | 51.43 |
| Leuthold Global Tactical ETF Portfolio | 50.90 | 50.47 |
| FEG Real Assets Portfolio | 48.14 | 48.14 |
| First Trust Balanced Closed-End Fund | 50.33 | 48.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Calamos Global Opportunities Composite | 14.23 | 13.47 |
| CLS AdvisorOne Risk Budget 85 Mod Aggr | 11.41 | 11.41 |
| Morgan Stanley Glbl Tactical Asset Alloc | 11.31 | 11.01 |
| Sterling AS Growth (All Funds) | 11.41 | 10.78 |
| WST All Equity | 13.03 | 10.55 |
| Innealta Global All Asset Opp Growth | 10.49 | 10.17 |
| Ivy Asset Composite | 10.78 | 9.94 |
| Northern Trust NFP Passive Gr Mod Inc | 10.21 | 9.94 |
| RiverFront ETF Dynamic Equity Income | 11.44 | 9.71 |
| Stairway Dynamic Allocation - Growth | 10.52 | 9.69 |
