| Stages | Variables | Return (Benchmark) | Return (Calculated) | Downside Risk (Benchmark) | Downside Risk (Calculated) | Upside Potential (Calculated) |
| ALM I | Rxh, Cash, Uf | 0.58736% | 0.2926% | 5.1581% | −1.4081% | −0.29476% |
| ALM II | Rxh, Cash, Uf | 0.175325% | 0.0365% | 9.115% | −1.652% | −0.138825% |
| ALM III | Rxh, Cash, Uf | 0.11176% | 0.00583% | 3.565% | −14.4536% | −0.10593% |