Short Duration 1-5 Year

Strategy Description

The Short Duration 1- 5 Year strategy seeks income stability, capital preservation, and liquidity, with a goal of delivering competitive risk adjusted returns versus the benchmark.

The strategy typically invests in investment grade corporate bonds, mortgage-backed securities, AAA-rated asset-backed securities, and U.S. Treasury bonds.

Assets Under Management

$1,423M

Inception

6/30/2014

Benchmark

ICE BofA 1-5 Yr US Corp & Govt Index

Team

Guerrier Kelly head shot
Kelly Guerrier, CFA

Senior Risk Analyst
Assistant Portfolio Manager

Neer Jeffrey head shot
Jeffrey Neer, CFA

Client Portfolio Manager

Rhoderick Sean head shot
Sean T. Rhoderick, CFA

Chief Investment Officer

Composite Investment Results

Short Duration 1-5 Year
Gross of Fees Return (%)
QTD 3.49
YTD 5.34
1 Year 5.34
3 Year* -0.33
5 Year* 1.78
Since Inception* 1.56
Short Duration 1-5 Year
Net of Fees Return (%)
QTD 3.43
YTD 5.08
1 Year 5.08
3 Year* -0.58
5 Year* 1.53
Since Inception* 1.31
ICE BofA 1-5 Yr US Corp & Govt Index
Benchmark Return (%)
QTD 3.34
YTD 4.89
1 Year 4.89
3 Year* -0.60
5 Year* 1.55
Since Inception* 1.41

As of 12/31/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.

Short Duration 1-5 Year
Gross of Fees Return (%)
2023 5.34%
2022 -5.13%
2021 -0.92%
2020 5.01%
2019 5.06%
2018 1.58%
2017 1.37%
2016 1.59%
2015 1.05%
2014* 0.38%
Short Duration 1-5 Year
Net of Fees Return (%)
2023 5.08%
2022 -5.37%
2021 -1.16%
2020 4.75%
2019 4.80%
2018 1.33%
2017 1.12%
2016 1.34%
2015 0.80%
2014* 0.25%
ICE BofA 1-5 Yr US Corp & Govt Index
Benchmark Return (%)
2023 4.89%
2022 -5.54%
2021 -0.87%
2020 4.65%
2019 5.08%
2018 1.40%
2017 1.28%
2016 1.62%
2015 1.05%
2014 0.33%

As of 6/30/23. Source: Advent Portfolio Exchange® (APX). Performance returns are presented gross and net of fees and include the reinvestment of all income. Gross of fee performance returns do not reflect the payment of investment advisory fees and other expenses related to your account. Actual returns will be reduced by the advisory fee specific to your account and other expenses that may be incurred in the management of the account. Please refer to our GIPS® report, which includes additional disclosures. Past performance is no guarantee of future results.

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