Target Allocation Active — Aggressive Growth
Target AllocationTarget Allocation Active90% Equity / 8% Fixed Income · Active implementation · Last reviewed 2026-02-17
ActiveConstruction v11Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Aggressive Growth.
YTD return
+4.6%
Benchmark +4.1%
1 year
+11.5%
Excess 1.0 pts
Since inception
5.1%
Annualized
Net expense
0.28%
Weighted across 8 sleeves
Growth of a hypothetical investment
90% Equity / 8% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +69.9% · Benchmark +59.4%
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 (24.8%) · Weakest year 2022 (-13.5%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +2.1% | +2.0% | +0.1% |
| 3M | +0.8% | +0.8% | -0.1% |
| YTD | +4.6% | +4.1% | +0.5% |
| 1Y | +11.5% | +10.5% | +1.0% |
| 3Y | +11.4% | +10.2% | +1.2% |
| 5Y | +4.5% | +3.8% | +0.8% |
| Since inception | +5.1% | +4.5% | +0.6% |