Index Returns

Are your investment returns keeping up with your benchmark?

INDEX QTDPREVIOUS QUARTERLAST 12 MOSLAST 3 YRS
Conservative 40/60(8.59%)(3.71%) 2.30% 6.91%
Moderate 60/40(13.62%)(5.07%) 7.50% 12.13%
Growth 80/20(23.12%) (8.59%) 18.16% 22.45%
S&P 500 Total Return(18.59%)(4.60%) 15.65% 18.91%

as of 6/17/22

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.

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