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Key benchmark results for period ending 12-31-2023 based upon asset mix.
2023 ROR Matrix.png
Use this matrix to provide a top-level evaluation of your investment management performance based upon % equity to fixed rate, and for the specified timeframe.  For example, if your portfolio has a 10 year ROR of 8.0%, this is most closely correlated to a 60/40 passive portfolio with 60% equities and 40% fixed rate.  Now, if your portfolio is more or less than 60% equity, you can identify above or below basic market performance.  Example, if you have 80% in equities, and earned 7% over 5 years, that would be significantly less than the benchmark performance of 12.9%. 
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