Model Portfolios - December 31, 2024
For illustration purposes only. Actual client portfolios may be different.
| Performance | Conservative |
|---|---|
| 1-Year Total Return | 10.12% |
| 3-Year Annualized Return | 3.48% |
| 5-Year Annualized Return | 4.33% |
| 10-Year Annualized Return | 4.33% |
| 20-Year Annualized Return | 4.74% |
| Lowest 1-Year Return (03/2008-02/2009) | -9.08% |
| 20-Year Annualized Standard Deviation | 4.10% |
| Performance | Cautious |
|---|---|
| 1-Year Total Return | 11.94% |
| 3-Year Annualized Return | 4.26% |
| 5-Year Annualized Return | 5.35% |
| 10-Year Annualized Return | 5.25% |
| 20-Year Annualized Return | 5.35% |
| Lowest 1-Year Return (03/2008-02/2009) | -12.92% |
| 20-Year Annualized Standard Deviation | 5.10% |
| Performance | Balanced |
|---|---|
| 1-Year Total Return | 15.64% |
| 3-Year Annualized Return | 5.80% |
| 5-Year Annualized Return | 7.38% |
| 10-Year Annualized Return | 7.08% |
| 20-Year Annualized Return | 6.52% |
| Lowest 1-Year Return (03/2008-02/2009) | -20.23% |
| 20-Year Annualized Standard Deviation | 7.21% |
| Performance | Assertive |
|---|---|
| 1-Year Total Return | 17.52% |
| 3-Year Annualized Return | 6.55% |
| 5-Year Annualized Return | 8.38% |
| 10-Year Annualized Return | 7.98% |
| 20-Year Annualized Return | 7.10% |
| Lowest 1-Year Return (03/2008-02/2009) | -23.70% |
| 20-Year Annualized Standard Deviation | 8.30% |
| Performance | Aggressive |
|---|---|
| 1-Year Total Return | 19.43% |
| 3-Year Annualized Return | 7.31% |
| 5-Year Annualized Return | 9.37% |
| 10-Year Annualized Return | 8.88% |
| 20-Year Annualized Return | 7.66% |
| Lowest 1-Year Return (03/2008-02/2009) | -27.07% |
| 20-Year Annualized Standard Deviation | 9.39% |