Performance

January 1, 2024 - March 31, 2024

Growth of a $1,000 investment over time
Investment (as of 6/30/2024) Last 3 Months YTD Last 1 Year Last 3 Years* Last 5 Years* Last 10 Years* ITD*
Stance Equity (Gross) -2.72% 4.92% 10.34% 4.90% 12.19% 12.77% 12.57%
Stance Equity (Net) -2.83% 4.66% 9.78% 4.38% 11.53% 11.96% 11.77%
S&P 500 TR 4.28% 15.29% 24.56% 10.01% 15.05% 12.86% 12.95%
* Annualized
* Annualized performance
Trailing Period (as of 6/30/2024) Stance Equity (Gross) Stance Equity (Net) S&P 500 TR Index
Inception Return (Annualized) 12.57% 11.77% 12.95%
Standard Deviation 14.11% 14.07% 15.05%
Beta 0.85 0.85 1.00
Alpha 1.54% 0.84% 0.00%