Preservation

Preserve capital while creating consistent conservative returns through all market conditions with a diversified, non-correlated portfolio.

Capital Preservation — Tactical navigation of the bond market.
Total Return — Complement bond strategy with non-bond correlated investments.
Diversification — Basket of non-correlated, conservative securities.

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

iShares US Treasury Bond ETF American Funds Preservation Portfolio Class F-1

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