| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS Enhanced Equity | 9.42 | 9.04 |
| PIMCO StocksPLUS Absolute Return | 9.36 | 8.69 |
| Nuveen Real Asset Income | 8.25 | 7.39 |
| First Quadrant Essential Beta | 6.82 | 6.49 |
| PIMCO Diversified Real Asset CIT | 6.64 | 6.21 |
| Morgan Stanley Glbl Tactical Asset Alloc | 5.87 | 5.57 |
| First Trust Balanced Closed-End Fund | 7.14 | 5.55 |
| DMAP Moderate Relative Return USD-H | 5.88 | 5.14 |
| Capital Group Absolute Inc Grower Comp | 5.64 | 4.79 |
| PIMCO RAE PLUS | 5.37 | 4.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 11.67 | 11.02 |
| PIMCO StocksPLUS Enhanced Equity | 11.16 | 10.72 |
| PIMCO RAE PLUS | 9.21 | 8.36 |
| Morgan Stanley Glbl Tactical Asset Alloc | 7.24 | 6.92 |
| Nuveen Real Asset Income | 7.32 | 6.46 |
| ICON - SBI Global Moderate | 7.57 | 6.39 |
| DMAP Moderate Relative Return USD-H | 6.77 | 6.05 |
| Northern Trust NFP Passive Gr Mod Inc | 5.59 | 5.33 |
| UBS: Multi Asset Portfolio | 6.01 | 5.07 |
| Invesco Balanced Risk Allocation Trust | 5.44 | 4.97 |
