Historical Performance Benchmark Comparison
History

Since Inception

MTD

QTD

YTD

Since Inception

U1373777

0.97%

-5.10%

3.89%

-2.84%

SPX

1.39%

2.36%

3.34%

8.23%

EFA

1.01%

4.69%

10.42%

-2.01%

VT

1.08%

3.65%

6.73%

2.82%

PortfolioAnalyst

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