This is a chart of fund performance through the most current calendar year. Past performance is not an indication of future performance.
The asset allocation consciously strives to provide protection when markets decline (that is, the OIP should not lose as much value as the markets) and to capture gain in strong markets (that is, the OIP should slightly underperform the public equity markets in strong markets). Historically (over the long term on an annualized basis) the OIP has outperformed at least four of the six market indices which portray different risk tolerances.
If you wish additional information on the performance or asset allocation of the OIP please contact the Chief Investment Officer at our Contact Us link.