Zero Dollar Balanced
Generate consistent moderate returns navigating both equity and bond markets.
Consistent Returns — Steady, reliable investment growth with moderate returns over time.
Balanced Exposure — Navigate equity and bond markets with a medium risk tolerance.
Streamlined Holdings — Focused portfolio with fewer holdings to suit smaller accounts.
Fund Performance Comparison
| Inception Date 2/5/2021 |
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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 |
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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
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.