+5.17%
+3.93%
YTD Return (%)
+12.08% gross / +9.18% net
Top Performing Asset
S&P 500 Options (SPXW)
Monthly Volatility/Risk
Moderate
Principal Risk Factor
Elevated market volatility / US Treasury Yields
Average Allocation
Fixed Income (T-Bills) 96.64% / Cash 3.36%
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+4.07%
+3.09%
YTD Return (%)
+6.91% gross / +5.25% net
Top Performing Asset
S&P 500 Options (SPXW)
Monthly Volatility/Risk
Low to Moderate
Principal Risk Factor
Volatility in US Treasury Yields
Average Allocation
Fixed Income (T-Bills) 98.56% / Cash 1.44%
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