Portfolio Benchmarks

October 30, 2025

Explore POPULAR Portfolio Benchmarks: From Income to Growth

At Nerat Capital, we set the standard in portfolio management for retirement. Financial advisors utilize a range of popular benchmarks, tailored from conservative income strategies to dynamic growth models. What sets us apart? Our commitment to a broadly diversified strategy that not only prioritizes safety but also aims to consistently deliver top-tier performance in both income and total returns. Discover how Nerat Capital can elevate your investment experience.


The Private index is non-publicly published strategy.  SIGNUP FOR MONTHLY PERFORMANCE  By selecting the link, and submitting your name and email information you are confirming that you are an Accredited Investor.


Receive a monthly report reflecting the Income Yield, YTD Performance and 1, 3, 5 and Since Aug 2018 Total Returns of these benchmarks including the Private benchmark which strives to rank among the top in performance of both Income and Total Returns. 




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