Target Allocation ETF — Conservative
Target AllocationTarget Allocation ETF20% Equity / 78% Fixed Income · ETF implementation · Last reviewed 2026-04-16
ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Conservative.
YTD return
+3.3%
Benchmark +3.0%
1 year
+4.2%
Excess 0.4 pts
Since inception
1.8%
Annualized
Net expense
0.32%
Weighted across 9 sleeves
Growth of a hypothetical investment
20% Equity / 78% Fixed Income vs Blended Global ETF Composite
Model Benchmark
Jul 2026 Model +20.2% · Benchmark +14.7%
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 2017 (5.9%) · Weakest year 2022 (-12.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.9% | +0.9% | +0.1% |
| 3M | +1.8% | +1.7% | +0.1% |
| YTD | +3.3% | +3.0% | +0.3% |
| 1Y | +4.2% | +3.8% | +0.4% |
| 3Y | +2.5% | +2.0% | +0.5% |
| 5Y | -0.7% | -1.0% | +0.3% |
| Since inception | +1.8% | +1.3% | +0.5% |