ETF Model Portfolios

US Dynamic (Bonds & Stocks)

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Model	Min %	Max %
No allocation can exceed 100%, including the total portfolio allocation.
U.S. 7-10 BondsU.S. 7-10 Year Government Bonds	0.00	100.00
U.S. l-cap StocksU.S. Large-capitalization Stocks	0.00	100.00

Benchmark	%
U.S. 7-10 BondsU.S. 7-10 Year Government Bonds	50.00
U.S. l-cap StocksU.S. Large-capitalization Stocks	50.00

Config
Allocation Rebalance	10.0% drift
Style	Long-only

Metrics	Benchmark	Model
ReturnAnnualized Return %	7.94	7.39
VolatilityAnnualized Volatility %	7.32	7.09
SharpeSharpe Ratio	0.90	0.85
SortinoSortino Ratio (tr=0)	1.43	1.40
VaRVaR (95 - month) %	-2.82	-2.76
DrawdownMaximum Drawdown %	-22.40	-12.50

Allocation Changes
Average Changes per Year	3.87
Maximum Changes in a Year	8.00

Returns %	Benchmark	Model
Simulated performance, including transaction costs. 1y+ returns are annualized.
close of 11/19/2021
YTD	10.82	7.74
1 YEAR	13.92	8.29
3 YEAR	14.00	8.78
5 YEAR	11.05	8.91
10 YEAR	9.76	8.12
MAX	7.94	7.39

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