Return per strategy
The average accumulated return for the savings strategies since inception in July 2023 amounts to 16.02% for Balanced and 18.31% for Yield, after credit losses and before taxes. The strategies have not had a single month with negative returns.
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Balanced - returns and exposure
The average accumulated return since inception amounts to 16.02% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.
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Yield - returns and exposure
The average accumulated return since inception amounts to 18.31% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.
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