Retirement Income — Income Preservation
IncomeIncome Models20% Equity / 75% Fixed Income · Hybrid implementation · Last reviewed 2026-04-10
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income Preservation.
YTD return
+2.2%
Benchmark +1.9%
1 year
+4.8%
Excess 0.5 pts
Since inception
1.8%
Annualized
Net expense
0.22%
Weighted across 9 sleeves
Growth of a hypothetical investment
20% Equity / 75% Fixed Income vs Diversified Income Composite
Model Benchmark
Jul 2026 Model +20.6% · Benchmark +14.8%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2017 (5.1%) · Weakest year 2022 (-8.8%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.0% | +0.0% |
| 3M | +0.7% | +0.7% | -0.0% |
| YTD | +2.2% | +1.9% | +0.2% |
| 1Y | +4.8% | +4.3% | +0.5% |
| 3Y | +2.0% | +1.4% | +0.6% |
| 5Y | -0.2% | -0.8% | +0.6% |
| Since inception | +1.8% | +1.3% | +0.5% |