Analysis
Hypothetical Performance
Show a client what a starting balance plus ongoing contributions or withdrawals would have looked like in a model, alongside its benchmark.
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Cash flow
Time period
Ending value
$867,369
Total invested
$800,000
Investment growth
$67,369
Annualized
5.66%
Growth of the hypothetical account
Target Allocation Active — Conservative
Jul 2026
$867,369
Blended Global 60/40 Index
$829,853
Model Blended Global 60/40 Index
Versus benchmark
The same cash-flow schedule invested in the Blended Global 60/40 Index would have ended at $829,853 — a difference of $37,516 over 10.0 years.
Hypothetical illustration only. Results are based on model returns and do not represent any client account. They assume reinvestment of income, no advisory fee, and no taxes or transaction costs. Past performance cannot guarantee future results.