This illustrates the performance of our growth-oriented Super-Diversified portfolio allocation since its inception as compared to various competitive measures.
Comparables
Below are explanations of each Comparable:
Average Private Client: ARC Private Client indice which is real performance numbers delivered to discretionary private clients by participating investment managers. See www.AssetRisk.com.
Harvard Endowment: actual returns of the Harvard University Endowment which is one of the largest in the world and has been among the most successful.
University Endowment - All - Average: the average return of all universifty endowments as reported by NACUBO.
Vanguard LifeStrategy Growth Fund: a growth-oriented diversified mutual fund from Vanguard with a similar risk profile to our Super-Diversified portfolio allocation.
Yale Endowment: actual returns of the Yale University Endowment which is one of the largest in the world and has been among the most successful.
Note: all university endowment returns are only updated annually through June 30th each year.
What to Graph
You can choose to graph one of the following:
Compounded Return: the compounded annual return for the date range displayed.
Cumualtive Return: the cumulative, or total, return since inception.
