Your values. Real returns.

View the historical performance or model the future growth of our flagship portfolio to see how values-based investing can deliver competitive, long-term returns.

Monorail Patriot Portfolio Performance
Managed Investing

Values-aligned investing doesn't mean settling for less.

17.6% is the annualized model portfolio return for the Patriot Portfolio™ Aggressive (90/10) allocation from April 10, 2023 through April 10, 2026. Performance shown represents model portfolio results calculated using a time-weighted return methodology applied to the portfolio's target allocation and actual underlying security returns over the stated period. Returns are presented net of Monorail's 0.40% annual advisory fee and assume reinvestment of all dividends and distributions. The model reflects the same investment methodology, screening criteria, and rebalancing approach applied to client accounts but does not represent the actual performance of any individual client account. Actual client returns will differ based on the timing of deposits and withdrawals, account size, fee arrangements, tax circumstances, and individual account activity. The Inspire Portfolio follows the same methodology using Inspire ETFs' biblically responsible screening framework. Six risk allocations are available for each portfolio, ranging from Defensive (10% equity / 90% fixed income) to Aggressive (90% equity / 10% fixed income). Projected outcomes are generated using a Monte Carlo simulation with 2,000 randomized scenarios based on the historical return and volatility characteristics of the selected allocation. Projections are hypothetical and are not a guarantee of future performance. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Values-based screening may limit available investment opportunities and may result in returns that differ from unscreened portfolios.

The Patriot Portfolio's Aggressive model has returned 17.6% annualized since inception — net of fees.

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