Index Information & Disclaimer
Copyright © Consilium, LLC. Commentary and opinions herein consist of subjective judgments and are subject to change without notice, as are statements of economics, investments, and financial markets. Information provided is believed to be reliable but does not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument, security, or financial advisory service. The viewsband strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide for, accounting, legal, investment or tax advice. Investing may involve a greater degree of risk and increased volatility than readers of this publication may be aware of or comfortable with. Past performance does not equate to future results. Consilium, LLC – Registered Investment Advisor.
U.S. Bonds – Bloomberg Barclays US Aggregate Bond TR USD
The index measures the total return performance of the U.S. investment-grade bond market, including U.S. Treasuries, government-related bonds, corporate bonds, mortgage-backed securities, asset-backed securities, and commercial mortgage-backed securities. The index is U.S. dollar-denominated and includes fixed-rate taxable bonds that meet Bloomberg’s eligibility requirements.
Foreign Bonds – FTSE WGBI Non-USD Hedged USD
The index measures the performance of global investment-grade fixed-rate debt markets, including government, government-related, corporate, and securitized bonds from developed and emerging market issuers. The index is multi-currency and includes bonds issued in major global markets, subject to Bloomberg’s eligibility, liquidity, and maturity requirements.
U.S. Stocks – S&P 500 TR USD
The index measures the total return performance of 500 leading large-cap U.S. companies and is widely regarded as a primary benchmark for the U.S. equity market. It includes price changes and reinvested dividends and covers approximately 80% of available U.S. equity market capitalization.
Foreign Stocks - FTSE World Stocks ex US TR USD
The FTSE All-World ex US Index is a free-float, market-capitalization–weighted index designed to measure the performance of large-cap and mid-cap stocks across developed and emerging markets worldwide — excluding the United States.
Liquid Alternatives - Wilshire Liquid Alternative TR USD
Wilshire Liquid Alternative Index aims to deliver a precise, broad market measure for the performance of diversified liquid alternative investment strategies that are implemented in mutual fund structures.
Commodities – Bloomberg Commodity TR USD
The index measures the total return performance of a diversified basket of exchange-traded commodity futures contracts. Commodity weights are based primarily on liquidity and production, with diversification rules designed to avoid excessive concentration in any single commodity or sector.
Real Estate - FTSE / NAREIT Composit
The index measures the performance of publicly traded U.S. real estate investment trusts, including equity and mortgage REITs listed on major U.S. exchanges. It is designed to represent the broad U.S. REIT market across property sectors and real estate-related investment strategies.
Near Cash - ICE BofA 1-3 Month US Treasury TR USD
ICE BofA 0-3 Month US Treasury TR USD is intended to track the total-return performance of U.S. Treasury securities with very short maturities (between 0 and 3 months).