Back to Portfolios
Conservative
Today
+0.56%
WTD
+0.56%
MTD
-2.68%
YTD 2026
+4.70%
Prices as of Oct 26, 2026 · Market closed
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026Conservative | +1.47%+1.64%net +1.47% | +0.36%+0.53%net +0.36% | -3.36%-3.20%net -3.36% | +5.40%+5.58%net +5.40% | +3.40%+3.57%net +3.40% | +0.56%+0.73%net +0.56% | -3.38%-3.22%net -3.38% | +1.97%+2.14%net +1.97% | -0.27%-0.10%net -0.27% | – | – | – | +5.98%+7.58%net +5.98%Jan–Sep |
| S&P 500 | +1.47% | -0.86% | -5.20% | +10.51% | +5.26% | -1.28% | +0.03% | +2.68% | -0.58% | – | – | – | +11.84% |
| 2025Conservative | – | – | – | – | – | – | – | – | +2.62%+2.79%net +2.62% | +1.05%+1.22%net +1.05% | +0.19%+0.36%net +0.19% | +0.06%+0.23%net +0.06% | +3.96%+4.66%net +3.96%Sep–Dec |
| S&P 500 | +2.69% | -1.27% | -5.86% | -0.87% | +6.28% | +4.83% | +2.30% | +2.05% | +3.28% | +2.38% | +0.20% | -0.22% | +5.72% |
Showing net of a 2% annual model fee.Showing gross, before fees.
Net returns deduct a 2% annual model fee, the highest fee we charge, taken as one twelfth each month and compounded. Gross returns are before any fees.
These are model portfolio returns, calculated from target holdings and market prices. No client account earned them, and the 2025 figures were calculated after the fact. Your own returns would differ. The S&P 500 is an unmanaged index with no fees, and you cannot invest in it directly. Past performance does not guarantee future results.