Performance analysis | Quality review | Since Inception

On this chart, Cartesio draws quadrants using the Static 60/40 portfolio as an anchor. The superior risk-adjusted performance zone sits in the top-left quadrant, where strategies/assets deliver higher returns with lower volatility.  The lower quadrants indicate conservative assets (bottom-left) or value-destroying assets (bottom-right). The top-right quadrant contains more aggressive, higher beta assets. CLick "Efficiency" to check which of those asset classes are more efficient on a risk-adjusted basis.

Past performance is not indicative of future results. Disclaimers apply.