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Conservative

Today
+0.16%
WTD
+0.24%
MTD
+0.35%
YTD 2026
+7.95%

Prices as of Oct 6, 2026 · Market closed

Year to date

  • Conservative
  • SPY
-5.00%+0.00%+5.00%+10.00%
Conservative against SPY, 2026 to date. Range -7.32% to +14.25%.
Jan 2Mar 18May 29Jul 31Oct 6

Jan 2, 2026 to Oct 6, 2026Range -7.32% to +14.25%

Monthly returns

Conservative: monthly returns for 2026 and 2025
YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+1.64%+0.53%-3.20%+5.58%+3.57%+0.73%-3.22%+2.14%-0.10%–––
2025––––––––+2.79%+1.22%+0.36%+0.23%