Target Allocation ETF — Balanced
Target AllocationTarget Allocation ETF60% Equity / 38% Fixed Income · ETF implementation · Last reviewed 2026-01-10
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Balanced.
YTD return
+4.3%
Benchmark +3.5%
1 year
+5.2%
Excess 1.6 pts
Since inception
3.9%
Annualized
Net expense
0.26%
Weighted across 8 sleeves
Growth of a hypothetical investment
60% Equity / 38% Fixed Income vs Blended Global ETF Composite
Model Benchmark
Jul 2026 Model +50.5% · Benchmark +40.6%
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 (12.2%) · Weakest year 2022 (-12.4%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.5% | -0.5% | +0.1% |
| 3M | +1.8% | +1.5% | +0.4% |
| YTD | +4.3% | +3.5% | +0.8% |
| 1Y | +5.2% | +3.6% | +1.6% |
| 3Y | +7.5% | +6.3% | +1.2% |
| 5Y | +2.4% | +1.8% | +0.7% |
| Since inception | +3.9% | +3.3% | +0.7% |