Target Allocation Blend — Conservative
Target AllocationTarget Allocation Blend20% Equity / 78% Fixed Income · Blend implementation · Last reviewed 2026-03-18
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Conservative.
YTD return
+2.4%
Benchmark +2.0%
1 year
+2.0%
Excess 0.6 pts
Since inception
2.4%
Annualized
Net expense
0.20%
Weighted across 9 sleeves
Growth of a hypothetical investment
20% Equity / 78% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +29.1% · Benchmark +21.3%
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 2019 (6.3%) · Weakest year 2022 (-9.4%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.5% | -0.4% | -0.1% |
| 3M | +0.1% | +0.0% | +0.1% |
| YTD | +2.4% | +2.0% | +0.4% |
| 1Y | +2.0% | +1.4% | +0.6% |
| 3Y | +2.8% | +2.3% | +0.6% |
| 5Y | +0.5% | -0.1% | +0.6% |
| Since inception | +2.4% | +1.8% | +0.6% |