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Monte - Balanced Equities Fund
Fund
2.07%
vs
Benchmark
0.92%
* 1-year, 5-year, and 10-year performance shown below is a rolling measure, dynamically updated weekly. For example, 1-year performance reflects returns over the last 365 days, measured from the right-most datapoint in graph. Since inception reflects returns from left-most datapoint on graph.

** Performance data is calculated using the average returns of all accounts with more than $100 invested in this strategy.
Fund Holdings
Fund details
Stats
1.63/5
Risk score
Max draw down (of range)
Daily Sharpe (of range)
Daily Volatility (of range)
Monthly Volatility (of range)
77.00%
Correlation to SPY (total)
N/A
1-year performance
N/A
5-year performance
N/A
10-year performance
2.07%
Inception performance
Description
Key Considerations