Are your investment returns keeping up with your benchmark?
| INDEX | QTD | PREVIOUS QUARTER | LAST 12 MOS | LAST 3 YRS |
|---|---|---|---|---|
| Conservative 40/60 | 2.91% | (4.76%) | (11.48%) | .84% |
| Moderate 60/40 | 3.90% | (4.75%) | (14.85%) | 3.85% |
| Growth 80/20 | 5.66% | (3.86%) | (21.11%) | 9.91% |
| S&P 500 Total Return | 5.74% | (-4.88%) | (15.47%) | 8.15% |
as of 10/4/2022
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.
