How are Our Investment Strategies Performing for You?

All Bond IQ Quarterly Commentary White Papers Fact Sheets

Fact Sheets

Core Fixed Income Strategy

Sunday, March 31, 2019

As of  March 31, 2019, the Core Fixed Income strategy provided a gross-of-fee return of 5.13% for the trailing 12-months, outperformaing the Aggregate Index by 65 bps and 39 bps net-of-fee.

Fact Sheets

Short Duration Fixed Income Strategy

Sunday, March 31, 2019
As of March 31, 2019, the Short Duration Fixed Income strategy provided a gross-of-fee return of 3.52% for the trailing 12-months, outperforming the U.S. Corp & Govt 1-3 Year Index by 46 bps and 20 bps net-of-fee.

Fact Sheets

Intermediate Fixed Income Strategy

Sunday, March 31, 2019
As of March 31, 2019, the Intermediate Fixed Income strategy provided a gross-of-fee return of 4.69% for the trailing 12-months, outperforming the Intermediate G/C Index by 45 bps and 18 bps net-of-fee.

Fact Sheets

Enhanced Equity Strategy

Monday, December 31, 2018

As of December 31, 2018, the Enhanced Equity strategy provided a gross-of-fee return of 9.11% for the trailing 3-year market cycle, slighly lagging the S&P 500 index by 15 bps and 49 bps net-of-fee.