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Investment Performance: Managed Portfolios vs. Benchmarks​​

Disclaimers:

  • Past performance is not indicative of future results. Investments involve risk, including the potential loss of principal.

  • Comparisons are provided for informational purposes only and should not be viewed as investment advice or a recommendation to adopt any particular strategy.

  • The median and average portfolio returns represent the performance of active client portfolios managed by Mandala Wealth Management during the period from Jan 1, 2020 to December 31, 2024. 3-Year and 5-Year returns are annualized. Returns are net of fees and are based on a time-weighted methodology.

  • The upper quartile represents the 75th percentile of client portfolio returns. The lower quartile represents the 25th percentile of returns.

  • The 70/30 blended benchmark represents a portfolio allocation of 70% equities (S&P 500 Total Return) and 30% fixed income (Bloomberg U.S. Aggregate Bond Index Total Return). 

  • Benchmarks are provided to offer a point of comparison and do not reflect the performance of an actual portfolio. Benchmarks may not include management fees, transaction costs, or expenses incurred by an actual portfolio.

  • Benchmark and index return data are sourced from S&P Dow Jones Indices and iShares and are believed to be accurate and reliable as of January 10, 2025.

  • While Mandala Wealth Management portfolios have outperformed benchmarks during the periods shown, past performance is not indicative of future results, and future outcomes may vary. Performance results for Mandala Wealth Management portfolios may differ from those of the benchmark due to differences in asset allocation, security selection, timing, fees, and other factors. 

  • Mandala Wealth Management portfolios are tailored to individual client objectives, risk tolerance, and financial situations, which may not be comparable to benchmark strategies.

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Copyright © 2025 Mandala Wealth Management, LLC. All Rights Reserved.

 

Mandala Wealth Management, LLC ("Mandala Wealth" or "Mandala") is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Mandala and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mandala unless a client service agreement is in place.

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