Model Portfolios - December 31, 2025
For illustration purposes only. Actual client portfolios may be different.
| Performance | Conservative |
|---|---|
| 1-Year Total Return | 7.57% |
| 3-Year Annualized Return | 8.67% |
| 5-Year Annualized Return | 4.74% |
| 10-Year Annualized Return | 4.65% |
| 20-Year Annualized Return | 4.85% |
| Lowest 1-Year Return (03/2008-02/2009) | -9.08% |
| 20-Year Annualized Standard Deviation | 4.10% |
| Performance | Cautious |
|---|---|
| 1-Year Total Return | 9.18% |
| 3-Year Annualized Return | 10.19% |
| 5-Year Annualized Return | 5.93% |
| 10-Year Annualized Return | 5.64% |
| 20-Year Annualized Return | 5.48% |
| Lowest 1-Year Return (03/2008-02/2009) | -12.92% |
| 20-Year Annualized Standard Deviation | 5.12% |
| Performance | Balanced |
|---|---|
| 1-Year Total Return | 12.42% |
| 3-Year Annualized Return | 13.26% |
| 5-Year Annualized Return | 8.33% |
| 10-Year Annualized Return | 7.60% |
| 20-Year Annualized Return | 6.73% |
| Lowest 1-Year Return (03/2008-02/2009) | -20.23% |
| 20-Year Annualized Standard Deviation | 7.25% |
| Performance | Assertive |
|---|---|
| 1-Year Total Return | 14.06% |
| 3-Year Annualized Return | 14.82% |
| 5-Year Annualized Return | 9.52% |
| 10-Year Annualized Return | 8.57% |
| 20-Year Annualized Return | 7.33% |
| Lowest 1-Year Return (03/2008-02/2009) | -23.70% |
| 20-Year Annualized Standard Deviation | 8.34% |
| Performance | Aggressive |
|---|---|
| 1-Year Total Return | 15.72% |
| 3-Year Annualized Return | 16.38% |
| 5-Year Annualized Return | 10.72% |
| 10-Year Annualized Return | 9.54% |
| 20-Year Annualized Return | 7.93% |
| Lowest 1-Year Return (03/2008-02/2009) | -27.07% |
| 20-Year Annualized Standard Deviation | 9.44% |