Target Allocation ETF — Moderately Conservative
Target AllocationTarget Allocation ETF30% Equity / 68% Fixed Income · ETF implementation · Last reviewed 2026-05-17
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Moderately Conservative.
YTD return
+2.5%
Benchmark +2.6%
1 year
+3.9%
Excess -0.1 pts
Since inception
1.5%
Annualized
Net expense
0.38%
Weighted across 9 sleeves
Growth of a hypothetical investment
30% Equity / 68% Fixed Income vs Blended Global ETF Composite
Model Benchmark
Jul 2026 Model +17.4% · Benchmark +13.0%
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 (7.4%) · Weakest year 2022 (-10.3%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.4% | -0.1% |
| 3M | +1.9% | +2.0% | -0.1% |
| YTD | +2.5% | +2.6% | -0.2% |
| 1Y | +3.9% | +4.0% | -0.1% |
| 3Y | +3.6% | +3.5% | +0.1% |
| 5Y | +0.7% | +0.3% | +0.4% |
| Since inception | +1.5% | +1.2% | +0.4% |