Retirement Income — Income & Growth
IncomeIncome Models50% Equity / 43% Fixed Income · Hybrid implementation · Last reviewed 2026-01-13
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income & Growth.
YTD return
-0.4%
Benchmark -0.1%
1 year
+3.1%
Excess -0.1 pts
Since inception
1.3%
Annualized
Net expense
0.37%
Weighted across 11 sleeves
Growth of a hypothetical investment
50% Equity / 43% Fixed Income vs Diversified Income Composite
Model Benchmark
Jul 2026 Model +14.3% · Benchmark +9.7%
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 2024 (8.8%) · Weakest year 2022 (-15.8%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.5% | +0.5% | +0.0% |
| 3M | -0.1% | -0.1% | -0.0% |
| YTD | -0.4% | -0.1% | -0.3% |
| 1Y | +3.1% | +3.2% | -0.1% |
| 3Y | +3.2% | +2.8% | +0.4% |
| 5Y | -0.3% | -0.9% | +0.6% |
| Since inception | +1.3% | +0.9% | +0.4% |