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Performance overview - Bond Strategy

This Strategy is designed for investors seeking:
A more tactical alternative to their existing bond allocation that can better adjust to rising interest rates.
More consistent and steady returns along with lower volatility than the aggregate bond market

Growth of One Dollar versus Benchmark

Rolling Returns and Tracking to Benchmark

Probability of returns over time versus Benchmark

(at 5th/ 95th percentiles)

Click for an explanation of metric terms.

The Disclosure page contains important information regarding the data on this page.