Target Allocation ETF — Growth
Target AllocationTarget Allocation ETF70% Equity / 28% Fixed Income · ETF implementation · Last reviewed 2026-02-11
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Growth.
YTD return
+6.0%
Benchmark +5.5%
1 year
+11.0%
Excess 1.0 pts
Since inception
3.8%
Annualized
Net expense
0.36%
Weighted across 8 sleeves
Growth of a hypothetical investment
70% Equity / 28% Fixed Income vs Blended Global ETF Composite
Model Benchmark
Jul 2026 Model +48.9% · Benchmark +37.3%
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 2023 (11.6%) · Weakest year 2022 (-9.1%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.2% | +0.0% | -0.2% |
| 3M | +0.7% | +0.9% | -0.3% |
| YTD | +6.0% | +5.5% | +0.5% |
| 1Y | +11.0% | +10.0% | +1.0% |
| 3Y | +5.8% | +4.8% | +1.1% |
| 5Y | +3.2% | +2.0% | +1.2% |
| Since inception | +3.8% | +3.0% | +0.8% |