Performance overview - Moderate Strategy
This Strategy is designed for investors seeking:
Capital appreciation with more modest volatility and drawdown metrics when compared to a broad-based index such as the S&P 500® Index.
A higher return potential than the traditional 60/40 Equity/Bond Balanced approach.
Growth of One Dollar versus Benchmark
*The Blended Moderate Benchmark is comprised of your traditional 60/40 allocation, consisting of 60% SPY and 40% AGG.
Rolling Returns and Tracking to Benchmark
*The Blended Moderate Benchmark is comprised of your traditional 60/40 allocation, consisting of 60% SPY and 40% AGG.
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