Anchored Equities

Generate equity-like returns while tactically working to avoid large drawdowns.

Capital Appreciation — Steady, reliable growth rather than volatile or unpredictable gains.
Drawdown Mitigation — Minimize impact of significant market downturns, preserving capital during challenging periods.
Tactical Management — Adapt between growth and value styles to align with prevailing market conditions.

Fund Performance Comparison

Inception Date 2/5/2021

Past performance is not indicative of future results. All figures are net of fees unless otherwise noted.

Monthly Returns

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year

Past performance is not indicative of future results. All figures are net of fees unless otherwise noted. Annual return is geometrically linked from available monthly returns.

Cumulative Performance vs. Benchmarks

Vanguard Total Stock Market Index Fund ETF DFA Selectively Hedged Global Equity Portfolio Inst

Cumulative total return, compounded daily, net of fees, from strategy inception through the most recent available date. Past performance is not indicative of future results.

Managed Strategies