This material is for investment professionals.
The performance shown on this page is intended for financial advisors, registered investment advisers and other institutional users. It is not directed at retail investors and is not a recommendation to buy or sell anything.
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Model performance
Six model portfolios shown through September 3, 2026, net of a 0.25% annual advisory fee. What these figures include and exclude ↓
One strategy at four allocations. The difference between them is the split between global equities and fixed income.
Separate strategies, each with its own mandate.
About this strategy
What to read alongside this chart
- Hypothetical results. No client experienced these returns as shown.
- Past performance does not predict future results. An investor can lose money.
- Fees shown are 0.25% only. An end client’s total cost is higher.
- The record begins near a market low. Returns measured from March 26, 2020 are flattered by the starting point; the one, three and five year figures are shown at equal prominence for that reason.
| Model | Inception | Annualized return | Volatility |
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Important information
Past performance is not indicative of future results. The value of an investment will fluctuate, and an investor may lose money. No representation is made that any account will or is likely to achieve profits or losses similar to those shown.
These are model portfolio returns, not the returns of any individual client account. An individual account’s results will differ, in some cases materially, because of the timing of contributions and withdrawals, tax circumstances, account-level restrictions, the timing of the account’s entry into the model, and rounding at the position level.
Which fee is deducted, and which costs are not. Returns are reduced by a 0.25% annual advisory fee. They do not reflect custodial charges, brokerage or other transaction costs, taxes, or any advisory fee charged by an advisor to their own client.
Each model has its own inception date, and the earliest is March 26, 2020. Four of the six begin on that date; Opportunistic Equity begins April 12, 2020 and Dividend Equity April 21, 2020. Every since-inception figure is measured from that model’s own start, so the six are not directly comparable to one another over that period. All of those dates fall near the low of the February–March 2020 market decline, and returns measured from a market trough are higher than returns measured from other starting points. For that reason the one, three and five year figures are shown alongside the since-inception figure, at the same prominence. Periods shorter than one year are shown as a total return rather than annualized.
Returns for periods longer than one year are annualized. Periods shorter than one year are shown as a total return rather than annualized. Volatility is the annualized standard deviation of daily returns. Both are calculated from returns after the advisory fee shown.
Disclosure version 2026-09-04.1 · data through September 3, 2026 · performance data generated 2026-09-04.
CacheTech is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. This page is for informational purposes for investment professionals, is not an offer or solicitation to buy or sell any security, and is not investment, legal or tax advice. Model allocations may change over time.