| Age | Return portfolio % Business values |
Matching portfolio % Fixed income |
Return 2019 | Return 2020 | Return 2021 through | |||||||||||
| Jan | Febr | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | |||||
| ≤ 56 | 100% | 0% | 20.19% | 1.15% | 0.21% | 0.52% | 4.15% | 6.03% | 7.90% | 9.33% | 10.64% | 12.58% | 10.16% | 13.15% | 12.50% | |
| 57 | 94% | 6% | 19.41% | 1.51% | 0.18% | 0.34% | 3.75% | 5.49% | 7.25% | 8.62% | 10.03% | 11.83% | 9.51% | 12.40% | 11.86% | |
| 58 | 88% | 12% | 18.62% | 1.86% | 0.14% | 0.17% | 3.34% | 4.95% | 6.61% | 7.92% | 9.44% | 11.08% | 8.86% | 11.66% | 11.22% | |
| 59 | 82% | 18% | 17.83% | 2.20% | 0.11% | -0.01% | 2.94% | 4.42% | 5.96% | 7.22% | 8.84% | 10.34% | 8.21% | 10.92% | 10.58% | |
| 60 | 76% | 24% | 17.05% | 2.53% | 0.07% | -0.18% | 2.54% | 3.88% | 5.32% | 6.53% | 8.25% | 9.61% | 7.56% | 10.18% | 9.95% | |
| 61 | 70% | 30% | 16.27% | 2.86% | 0.03% | -0.36% | 2.13% | 3.35% | 4.69% | 5.83% | 7.65% | 8.88% | 6.92% | 9.45% | 9.31% | |
| 62 | 64% | 36% | 15.49% | 3.18% | 0.00% | -0.53% | 1.73% | 2.82% | 4.05% | 5.15% | 7.06% | 8.15% | 6.28% | 8.72% | 8.68% | |
| 63 | 58% | 42% | 14.71% | 3.50% | -0.04% | -0.71% | 1.33% | 2.29% | 3.42% | 4.46% | 6.48% | 7.42% | 5.64% | 7.99% | 8.05% | |
| 64 | 52% | 48% | 13.93% | 3.80% | -0.07% | -0.88% | 0.93% | 1.77% | 2.79% | 3.78% | 5.89% | 6.70% | 5.01% | 7.27% | 7.43% | |
| 65 | 46% | 54% | 13.16% | 4.10% | -0.11% | -1.05% | 0.53% | 1.24% | 2.17% | 3.10% | 5.31% | 5.98% | 4.38% | 6.55% | 6.80% | |
| ≥ 66 | 40% | 60% | 12.39% | 4.40% | -0.14% | -1.23% | 0.14% | 0.72% | 1.54% | 2.43% | 4.73% | 5.26% | 3.75% | 5.83% | 6.18% | |