Target Allocation Blend — Aggressive Growth
Target AllocationTarget Allocation Blend90% Equity / 8% Fixed Income · Blend implementation · Last reviewed 2026-03-15
ActiveConstruction v14Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Aggressive Growth.
YTD return
+4.0%
Benchmark +3.4%
1 year
+7.5%
Excess 0.0 pts
Since inception
2.2%
Annualized
Net expense
0.27%
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 +25.4% · Benchmark +19.3%
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 2024 (8.5%) · Weakest year 2022 (-17.9%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.9% | +0.8% | +0.1% |
| 3M | +3.0% | +2.3% | +0.7% |
| YTD | +4.0% | +3.4% | +0.6% |
| 1Y | +7.5% | +7.5% | +0.0% |
| 3Y | +4.7% | +4.0% | +0.7% |
| 5Y | -0.4% | -0.9% | +0.5% |
| Since inception | +2.2% | +1.7% | +0.5% |