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 July 31, 2026.
As of Jul 31, 2026 · Figures updated monthly · Pre-tax, gross of management fees Connecting…
▲ +584 bps
▲ +488 bps
▲ +252 bps
▲ +183 bps
Detailed benchmark comparison
Performance vs. market comparisons are updated monthly · data as of Jul 31, 2026.
| Benchmark | Return | Relative | vs Amilli |
|---|
Monthly returns, month by month.
Composite net monthly returns. Deeper green is a stronger month; orange marks a negative month. Annual totals on the right.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|
Disclosure. Composite returns shown are pre-tax, gross of Amilli management fees, time-weighted across active mandates through Jul 31, 2026. Performance figures are updated quarterly; the figures on this page reflect the most recent quarterly update and are not real-time. 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.
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