Model Portfolios - June 30, 2024
For illustration purposes only. Actual client portfolios may be different.
| Performance | Conservative |
|---|---|
| Year-to-Date Return | 4.27% |
| 1-Year Total Return | 9.09% |
| 3-Year Annualized Return | 2.32% |
| 5-Year Annualized Return | 3.71% |
| 10-Year Annualized Return | 4.02% |
| 20-Year Annualized Return | 4.81% |
| Lowest 1-Year Return (03/2008-02/2009) | -8.95% |
| 20-Year Annualized Standard Deviation | 4.00% |
| Performance | Cautious |
|---|---|
| Year-to-Date Return | 5.31% |
| 1-Year Total Return | 10.53% |
| 3-Year Annualized Return | 3.15% |
| 5-Year Annualized Return | 4.74% |
| 10-Year Annualized Return | 4.93% |
| 20-Year Annualized Return | 5.42% |
| Lowest 1-Year Return (03/2008-02/2009) | -12.75% |
| 20-Year Annualized Standard Deviation | 4.99% |
| Performance | Balanced |
|---|---|
| Year-to-Date Return | 6.36% |
| 1-Year Total Return | 11.97% |
| 3-Year Annualized Return | 3.96% |
| 5-Year Annualized Return | 5.77% |
| 10-Year Annualized Return | 5.83% |
| 20-Year Annualized Return | 6.02% |
| Lowest 1-Year Return (03/2008-02/2009) | -16.44% |
| 20-Year Annualized Standard Deviation | 6.03% |
| Performance | Assertive |
|---|---|
| Year-to-Date Return | 7.40% |
| 1-Year Total Return | 13.41% |
| 3-Year Annualized Return | 4.77% |
| 5-Year Annualized Return | 6.80% |
| 10-Year Annualized Return | 6.73% |
| 20-Year Annualized Return | 6.60% |
| Lowest 1-Year Return (03/2008-02/2009) | -20.01% |
| 20-Year Annualized Standard Deviation | 7.10% |
| Performance | Aggressive |
|---|---|
| Year-to-Date Return | 8.44% |
| 1-Year Total Return | 14.85% |
| 3-Year Annualized Return | 5.57% |
| 5-Year Annualized Return | 7.82% |
| 10-Year Annualized Return | 7.63% |
| 20-Year Annualized Return | 7.16% |
| Lowest 1-Year Return (03/2008-02/2009) | -23.47% |
| 20-Year Annualized Standard Deviation | 8.20% |