Index Returns

Are your investment returns keeping up with your benchmark?

INDEX QTDPREVIOUS QUARTERLAST 12 MOSLAST 3 YRS
Conservative 40/601.58%(6.81%) (4.68%) 4.25%
Moderate 60/403.33%(11.63%) (6.16%) 8.14%
Growth 80/207.64% (20.81%) (9.13%) 15.76%
S&P 500 Total Return5.57%(-16.10%) (4.64%) 13.35%

as of 8//30/2022

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.