Target Allocation Blend — Balanced
Target AllocationTarget Allocation Blend60% Equity / 38% Fixed Income · Blend implementation · Last reviewed 2026-06-12
ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced.
YTD return
+1.7%
Benchmark +2.0%
1 year
+4.0%
Excess -0.2 pts
Since inception
3.6%
Annualized
Net expense
0.28%
Weighted across 8 sleeves
Growth of a hypothetical investment
60% Equity / 38% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +45.4% · Benchmark +37.7%
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 2023 (12.4%) · Weakest year 2022 (-14.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.9% | +0.7% | +0.2% |
| 3M | +0.3% | +0.3% | -0.0% |
| YTD | +1.7% | +2.0% | -0.3% |
| 1Y | +4.0% | +4.3% | -0.2% |
| 3Y | +4.1% | +3.4% | +0.7% |
| 5Y | +1.4% | +0.8% | +0.5% |
| Since inception | +3.6% | +3.1% | +0.5% |