| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Julex Dynamic Developed Markets Comp | 7.03 | 6.48 |
| Brandes Global Balanced | 3.48 | 3.11 |
| GMO Benchmark-Free Allocation Strategy | 2.72 | 1.82 |
| Windham Conservative Portfolio | -0.18 | -0.34 |
| Thornburg Investment Income Builder Sep | -0.12 | -0.81 |
| Wellington Opportunistic Investment | 0.12 | -0.98 |
| Wellington CIF II Divers Inflation Hge | -1.04 | -1.07 |
| First Eagle Global Value Equity | -0.48 | -1.22 |
| GMO Global Asset Allocation Strategy | -1.64 | -2.25 |
| Windham Conservative Plus Portfolio | -1.66 | -2.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| SAM Moderate Global Growth | 9.62 | 8.54 |
| Robinson WON World Equity | 8.84 | 8.17 |
| Wellington CIF II Divers Inflation Hge | 8.19 | 7.98 |
| Calamos Global Opportunities Composite | 7.73 | 7.07 |
| Thornburg Investment Income Builder Sep | 7.02 | 6.29 |
| First Eagle Global Value Equity | 7.02 | 6.22 |
| Ivy Asset Composite | 6.82 | 6.02 |
| SAM Conservative Global Growth | 7.67 | 5.74 |
| Brinker Real Asset | 6.04 | 5.68 |
| FEG Real Assets Portfolio | 5.63 | 5.39 |
