Target Allocation ETF — Moderate Growth
Target AllocationTarget Allocation ETF80% Equity / 18% Fixed Income · ETF implementation · Last reviewed 2026-03-12
ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Moderate Growth.
YTD return
+8.5%
Benchmark +7.9%
1 year
+10.2%
Excess 0.6 pts
Since inception
4.5%
Annualized
Net expense
0.23%
Weighted across 8 sleeves
Growth of a hypothetical investment
80% Equity / 18% Fixed Income vs Blended Global ETF Composite
Model Benchmark
Jul 2026 Model +59.1% · Benchmark +48.6%
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 2017 (14.0%) · Weakest year 2022 (-11.3%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.5% | +0.8% | -0.2% |
| 3M | +1.4% | +1.4% | -0.0% |
| YTD | +8.5% | +7.9% | +0.6% |
| 1Y | +10.2% | +9.6% | +0.6% |
| 3Y | +5.2% | +4.3% | +0.9% |
| 5Y | +2.5% | +1.6% | +0.9% |
| Since inception | +4.5% | +3.8% | +0.7% |