Retirement Income — Conservative Income
IncomeIncome Models30% Equity / 66% Fixed Income · Hybrid implementation · Last reviewed 2026-05-11
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Conservative Income.
YTD return
+2.3%
Benchmark +1.8%
1 year
+4.1%
Excess 0.8 pts
Since inception
2.1%
Annualized
Net expense
0.34%
Weighted across 9 sleeves
Growth of a hypothetical investment
30% Equity / 66% Fixed Income vs Diversified Income Composite
Model Benchmark
Jul 2026 Model +24.8% · Benchmark +17.7%
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 2023 (7.0%) · Weakest year 2022 (-13.0%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.3% | -0.4% | +0.1% |
| 3M | -0.0% | -0.2% | +0.2% |
| YTD | +2.3% | +1.8% | +0.5% |
| 1Y | +4.1% | +3.3% | +0.8% |
| 3Y | +2.3% | +1.9% | +0.4% |
| 5Y | -0.0% | -0.5% | +0.5% |
| Since inception | +2.1% | +1.6% | +0.6% |