Zero Dollar Preservation

Preserve capital through diverse conservative holdings with a streamlined, manageable portfolio.

Capital Preservation — Safeguard the initial investment, minimize risks, avoid significant losses.
Diversified Allocation — Bonds and other low-risk, non-correlated assets for enhanced stability.
Streamlined Holdings — Focused, limited portfolio for efficient smaller-account management.

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 BlackRock 20/80 Target Allocation Fund Investor A

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