| Full Period Returns (Annual) |
Volatility (Annual) |
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| Static Baseline | ||
| Elm Model (Net of Fees) |
This information is for reference purposes only. It should not be used as the sole or primary basis for a decision to use Elm as an Investment Advisor or to invest in an Elm-managed Fund. If you have an Elm-managed SMA, the source of record for account balance and performance information is your custodian (Fidelity, Schwab, JPM) and your custodian's statements. If you have an investment in an Elm-managed Fund, the source of record for value and performance information is the Fund's Administrator, Bolder Group, and the Fund statements which you receive monthly.
This information uses simulated model data and historical backtest data from periods prior to Elm's inception in 2012, and Elm's business of managing Separately Managing Accounts beginning in 2015. This tool is designed to help understand the relationship between different Elm Global Balanced settings and the risk and return of the resulting model portfolio. We strongly recommend using it in conjunction with the Asset Allocation viewer.
The returns displayed here are produced entirely using our current model design and parameters, and do not reflect the historical experience of an Elm client. Model data do not include actual transaction costs, but they do include an approximate cost adjustment to reflect management fees, transaction costs, instrument expense ratios, etc.
Past performance is not necessarily indicative of future performance.
