Performance

1 January 2014 - 31 December 2023

  
    Investment 
	(as of 12/31/2023)
 Last 3 Months
    YTD
    Last 1 Year
    Last 3 Years*
    Last 5 Years*
    Last 10 Years*
    ITD*
  

    Stance Equity (Gross)
    11.85%
    12.45%
    12.45%
    7.39%
    14.66%
    12.62%
    12.62%
  

    Stance Equity (Net)
    11.70%
    11.91%
    11.91%
    6.80%
    13.95%
    11.81%
    11.81%
  

    S&P 500 TR
    11.69%
    26.29%
    26.29%
    10.00%
    15.69%
    12.03%
    12.03%
  
   * Annualized

Investment (as of 12/31/2023)	Last 3 Months	YTD	Last 1 Year	Last 3 Years*	Last 5 Years*	Last 10 Years*	ITD*
Stance Equity (Gross)	11.85%	12.45%	12.45%	7.39%	14.66%	12.62%	12.62%
Stance Equity (Net)	11.70%	11.91%	11.91%	6.80%	13.95%	11.81%	11.81%
S&P 500 TR	11.69%	26.29%	26.29%	10.00%	15.69%	12.03%	12.03%

*Performance (Annualized): Inception to December 31, 2023

  
    Trailing Period (as of 12/31/2023)
    Stance Equity (Gross)
    Stance Equity (Net)
    S&P 500 TR Index
  

    Inception Return (Annualized)
    12.62%
    11.81%
    12.03%
  

    Standard Deviation
    14.30%
    14.27%
    15.19%
  

    Beta
    0.86
    0.85
    1.00
  

    Alpha
    2.21%
    1.49%
    0.00%
  

 

Trailing Period (as of 12/31/2023)	Stance Equity (Gross)	Stance Equity (Net)	S&P 500 TR Index
Inception Return (Annualized)	12.62%	11.81%	12.03%
Standard Deviation	14.30%	14.27%	15.19%
Beta	0.86	0.85	1.00
Alpha	2.21%	1.49%	0.00%

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