Return per strategy
The average accumulated return for the savings strategies since inception in July 2023 amounts to 17.08% for Balanced and 19.39% 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 17.08% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.
Yield - returns and exposure
The average accumulated return since inception amounts to 19.39% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.
