Performance

January 1, 2024 - September 30, 2024

Growth of a $1,000 investment over time
Investment (as of 9/30/2024) Last 3 Months YTD Last 1 Year Last 3 Years* Last 5 Years* Last 10 Years* ITD*
Stance Equity (Gross) 6.76% 12.01% 25.35% 7.63% 13.03% 13.45% 12.94%
Stance Equity (Net) 6.64% 11.61% 24.74% 7.10% 12.38% 12.65% 12.15%
S&P 500 TR 5.89% 22.08% 36.35% 11.91% 15.98% 13.38% 13.23%
* Annualized
* Annualized performance
Trailing Period (as of 9/30/2024) Stance Equity (Gross) Stance Equity (Net) S&P 500 TR Index
Inception Return (Annualized) 12.94% 12.15% 13.23%
Standard Deviation 13.96% 13.93% 14.88%
Beta 0.85 0.85 1.00
Alpha 1.67% 0.97% 0.00%