Global Balanced | 1 year gross return | 1 year net return |
---|---|---|
Calamos Global Opportunities Composite | 34.34 | 33.52 |
3D ESG Equity | 27.44 | 26.68 |
ICON - SBI Global Moderate | 27.65 | 25.92 |
THG Balanced Aggressive | 26.48 | 25.55 |
CW Frontier Asset Mgmt Focused Opp. | 21.40 | 19.91 |
Leuthold Global Tactical ETF Portfolio | 19.50 | 19.30 |
Taxable Frontier Asset Mgmt Focused Opp | 17.92 | 16.47 |
Wellington Opportunistic Investment | n/a | 16.18 |
Invesco International Dvrs Blend SMA | 15.88 | 15.88 |
Sterling AS Growth (All Funds) | 15.22 | 15.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of February 17, 2021
Global Balanced | 5 year gross return | 5 year net return |
---|---|---|
Calamos Global Opportunities Composite | 12.98 | 12.23 |
ICON - SBI Global Moderate | 13.30 | 11.83 |
Morgan Stanley Glbl Tactical Asset Alloc | 11.82 | 11.49 |
THG Balanced Aggressive | 11.92 | 11.09 |
Sterling AS Growth (All Funds) | 10.69 | 9.98 |
Innealta Global All Asset Opp Growth | 10.23 | 9.96 |
Global Risk Premium - Mod Volatility | 10.25 | 9.72 |
WST All Equity | 12.07 | 9.61 |
Frontier Asset Mgmt Focused Opp | 10.43 | 9.59 |
Taxable Frontier Asset Mgmt Focused Opp | 10.30 | 9.46 |