Super-Diversification versus Competition

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: This is the ARC Private Client Index created and maintained by the ARC Group. This is real performance delivered to discretionary clients by participating investment managers (1000's of client accounts)..
  • 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.
  • Traditional Growth Model: A simulated growth-oriented portfolio with a similar risk profile to our Super-Diversified portfolio allocation. This Traditional Growth Model consists of 60% U.S. stocks, 10% international stocks, and 30% bonds and cash.
  • 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 Display

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.
  • Risk Comparison: multiple risk characteristics.
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