Conservative Income

Generate conservative income utilizing low-volatility income-producing assets, complemented by non-correlated securities with growth potential.

Cash Flow — Assets meeting minimum dividend requirements; lower-yield positions must offer higher growth potential.
Low Volatility — Stable assets with minimal sensitivity to broad economic shifts.
Modest Growth — Allocation to sectors with long-term growth opportunity and income generation.

Fund Performance Comparison

Inception Date 4/1/2020

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

iShares 1-5 Year Investment Grade Corp Bond ETF iShares iBoxx $ High Yield Corporate Bond ETF

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