Retirement Income — Growth of Income
IncomeIncome Models60% Equity / 34% Fixed Income · Hybrid implementation · Last reviewed 2026-02-14
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Growth of Income.
YTD return
+3.9%
Benchmark +3.4%
1 year
+6.1%
Excess 0.6 pts
Since inception
3.3%
Annualized
Net expense
0.27%
Weighted across 10 sleeves
Growth of a hypothetical investment
60% Equity / 34% Fixed Income vs Diversified Income Composite
Model Benchmark
Jul 2026 Model +40.9% · Benchmark +35.6%
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 (8.1%) · Weakest year 2022 (-8.2%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.6% | +0.4% | +0.2% |
| 3M | +1.2% | +0.8% | +0.4% |
| YTD | +3.9% | +3.4% | +0.5% |
| 1Y | +6.1% | +5.6% | +0.6% |
| 3Y | +5.3% | +5.4% | -0.1% |
| 5Y | +3.3% | +3.0% | +0.3% |
| Since inception | +3.3% | +2.9% | +0.4% |