Index Returns

Are your investment returns keeping up with your benchmark?

INDEX QTDPREVIOUS QUARTERLAST 12 MOSLAST 3 YRS
Conservative 40/603.58%(.39%) 9.56% 10.60%
Moderate 60/406.57%.40% 15.86% 17.53%
Growth 80/2013.37% 1.87% 32.01% 32.17%
S&P 500 Total Return11.03%.58% 28.71% 26.04%

as of 12/31/21

Conservative 40% S&P 500-60% Barclays Agg
Moderate 60% S&P 500-40% Barclays Agg
S&P 500 Total Return-S&P 500 including Dividends
S&P 500 Value Total Return-S&P 500 including Dividends

Source: MG&A

A lot of financial advisors won’t tell you which index to compare your returns to, because it’s really hard to beat. But that’s what you pay them for.

Ask Mick a Question

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.