| Age | Return portfolio % Business values |
Matching portfolio % Fixed income |
Return 2019 | Return 2020 | Return 2021 | Return 2022 | Return 2023 through | |||||||||||
| Jan | Febr | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | |||||||
| ≤ 56 | 100% | 0% | 20.19% | 1.15% | 15.53% | -8.45% | 4.46% | 3.28% | 3.51% | 4.14% | 4.34% | 5.71% | 8.10% | 6.79% | 5.40% |
4.08%
|
||
| 57 | 94% | 6% | 19.41% | 1.51% | 14.60% | -9.21% | 4.35% | 3.06% | 3.41% | 3.98% | 4.17% | 5.46% | 7.66% | 6.40% | 4.86% |
3.56%
|
||
| 58 | 88% | 12% | 18.62% | 1.86% | 13.67% | -9.96% | 4.24% | 2.85% | 3.32% | 3.81% | 4.00% | 5.20% | 7.22% | 6.02% | 4.32% |
3.05%
|
||
| 59 | 82% | 18% | 17.83% | 2.20% | 12.75% | -10.71% | 4.12% | 2.64% | 3.23% | 3.65% | 3.84% | 4.95% | 6.78% | 5.64% | 3.79% |
2.54%
|
||
| 60 | 76% | 24% | 17.05% | 2.53% | 11.84% | -11.45% | 4.01% | 2.42% | 3.13% | 3.48% | 3.67% | 4.70% | 6.34% | 5.25% | 3.25% |
2.03%
|
||
| 61 | 70% | 30% | 16.27% | 2.86% | 10.93% | -12.19% | 3.90% | 2.21% | 3.04% | 3.32% | 3.50% | 4.45% | 5.90% | 4.87% | 2.72% |
1.52%
|
||
| 62 | 64% | 36% | 15.49% | 3.18% | 10.02% | -12.93% | 3.78% | 2.00% | 2.94% | 3.15% | 3.34% | 4.20% | 5.46% | 4.49% | 2.19% |
1.02%
|
||
| 63 | 58% | 42% | 14.71% | 3.50% | 9.12% | -13.66% | 3.67% | 1.79% | 2.84% | 2.98% | 3.17% | 3.95% | 5.03% | 4.11% | 1.66% |
0.51%
|
||
| 64 | 52% | 48% | 13.93% | 3.80% | 8.23% | -14.39% | 3.56% | 1.57% | 2.75% | 2.82% | 3.00% | 3.70% | 4.59% | 3.73% | 1.13% |
0.01%
|
||
| 65 | 46% | 54% | 13.16% | 4.10% | 7.34% | -15.11% | 3.44% | 1.36% | 2.65% | 2.65% | 2.84% | 3.44% | 4.16% | 3.35% | 0.60% |
-0.50%
|
||
| ≥ 66 | 40% | 60% | 12.39% | 4.40% | 6.46% | -15.83% | 3.33% | 1.15% | 2.55% | 2.48% | 2.67% | 3.19% | 3.72% | 2.97% | 0.08% |
-1.00%
|
||