Retirement Income — Diversified Income
IncomeIncome Models40% Equity / 52% Fixed Income · Hybrid implementation · Last reviewed 2026-06-12
ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Diversified Income.
YTD return
+4.5%
Benchmark +4.4%
1 year
+6.8%
Excess -0.0 pts
Since inception
2.8%
Annualized
Net expense
0.33%
Weighted across 11 sleeves
Growth of a hypothetical investment
40% Equity / 52% Fixed Income vs Diversified Income Composite
Model Benchmark
Jul 2026 Model +33.8% · Benchmark +27.8%
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 2021 (5.9%) · Weakest year 2022 (-10.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.9% | +0.8% | +0.1% |
| 3M | +1.9% | +1.7% | +0.2% |
| YTD | +4.5% | +4.4% | +0.1% |
| 1Y | +6.8% | +6.8% | -0.0% |
| 3Y | +4.3% | +3.9% | +0.4% |
| 5Y | +1.2% | +0.8% | +0.4% |
| Since inception | +2.8% | +2.3% | +0.4% |