The firm has had encouraging initial results among its product shelf. Its three-year risk-adjusted success ratio is 100%, meaning that 100% of the products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Sound Income Strategies's risk-adjusted performance compares similarly to competitors. Across its open-end and exchange-traded funds, the firm’s average overall Morningstar Rating is 3.5 stars, which is about standard. The longest-tenured managers’ average tenure is slim, three years, compared with peer firms. This contributes negatively to the rating as the current managers have limited experience running strategies at the firm.
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Funds from iShares, Pimco, and Vanguard lead the inflation-protected bonds category