The numbers that matter.
Composite pre-tax returns across four time horizons, benchmarked against the S&P 500, Dow Jones U.S. Total Stock Market, MSCI ACWI ex-U.S., and the Bloomberg Aggregate and Municipal Bond indices. Net of platform fees, gross of Amilli management fees, through April 30, 2026.
▲ +854 bps
▲ +237 bps
▲ +1,578 bps
▲ +1,004 bps
Detailed benchmark comparison
Performance vs. market comparisons are updated quarterly.
| Benchmark | Return | Relative | vs Amilli |
|---|
Returns are only half the story.
We measure ourselves on risk-adjusted performance, not headline numbers. Here's how the composite stacks up on the metrics that actually matter, trailing twelve months.
Monthly returns, month by month.
Composite net monthly returns. Deeper green is a stronger month; orange marks the rare drawdown month. Annual totals on the right.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.1 | +3.4 | −1.2 | +19.0 | — | — | — | — | — | — | — | — | +8.07 |
| 2025 | +2.8 | +1.7 | +3.5 | +2.2 | +4.1 | +2.9 | −0.8 | +2.0 | +3.3 | +5.2 | +2.7 | +4.0 | +38.4 |
| 2024 | +2.0 | +2.6 | +1.5 | −1.5 | +3.2 | +2.1 | +2.8 | +1.4 | +2.3 | +3.6 | +4.3 | +2.5 | +29.1 |
| 2023 | +3.1 | −2.1 | +2.2 | +1.3 | +2.7 | +4.0 | +2.0 | −1.0 | +1.6 | +2.9 | +5.1 | +3.4 | +27.8 |
Disclosure. Composite returns shown are pre-tax, gross of Amilli management fees, time-weighted across active mandates through Apr 30, 2026. Monthly figures are net of platform commissions. Past performance does not guarantee future results. Index returns reflect total return where applicable. Individual results vary by mandate, deposit timing, and platform. Not an offer or solicitation. Methodology AMKG-7.
Ready to put idle capital to work?
Open an account in minutes. Keep custody at your existing broker.