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iDiversify is a practical, user-friendly app that can help you explore and analyze the annual performance of equity, fixed-income and alternative asset classes. The interactive format allows for a quick, side-by-side comparison of the last decade of performance and lets you compare how a diversified portfolio would have done over the same time period.

Start using iDiversify to
  • Analyze historical asset class returns
  • Compare performance of each asset class to a diversified portfolio
  • View our Mutual Fund Offerings in Equities, Fixed-Income and Alternatives

Download iDiversify for the iPad

Or use it on the web: