Multi-Asset Blend Monthly Returns

The downloadable documents include blended index returns representative of an All-Weather approach. There are many indexes that can be used to show historical performance for this approach, but we believe this series of data is the most intellectually honest representation of the All-Weather approach we regularly discuss. This series of data, the Multi-Asset Blend, is a blend of various asset classes including equities, fixed income, currencies, and commodities.

Key Takeways

  • The data provided is a blend of publicly available indexes, not back tested results from Standpoint.
  • This is provided to use in your own analysis as an approximation of how an all-weather approach has performed historically.
  • This data is useful to get a general idea of how an all-weather approach would react in different market environments, but we would expect a professional manager to have superior performance than this simple mixture of indexes.

Important Disclosures

Standpoint Asset Management, LLC (Standpoint) does not endorse and is not responsible or liable for any content, advertising, products, services, or information on or available from third-party websites or materials. Standpoint may use content on this website that has been supplied by companies that are not affiliated with Standpoint (third-party data). Any third-party data contained on Standpoint’s website has been obtained from sources believed to be reliable, but the accuracy or completeness of the information cannot be guaranteed.