Age | Return portfolio % Business values |
Matching portfolio % Fixed income |
Return 2019 | Return 2020 | Return 2021 | Return 2022 through | |||||||||||
Jan | Febr | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | ||||||
≤ 56 | 100% | 0% | 20.19% | 1.15% | 15.53% | -2.08% | -3.31% | -1.52% | -2.57% | -3.64% | -8.23% | ||||||
57 | 94% | 6% | 19.41% | 1.51% | 14.60% | -2.02% | -3.33% | -1.76% | -2.92% | -4.20% | -8.67% | ||||||
58 | 88% | 12% | 18.62% | 1.86% | 13.67% | -1.97% | -3.35% | -1.99% | -3.26% | -4.75% | -9.11% | ||||||
59 | 82% | 18% | 17.83% | 2.20% | 12.75% | -1.92% | -3.37% | -2.22% | -3.61% | -5.30% | -9.55% | ||||||
60 | 76% | 24% | 17.05% | 2.53% | 11.84% | -1.86% | -3.39% | -2.45% | -3.95% | -5.85% | -9.99% | ||||||
61 | 70% | 30% | 16.27% | 2.86% | 10.93% | -1.81% | -3.41% | -2.69% | -4.30% | -6.40% | -10.42% | ||||||
62 | 64% | 36% | 15.49% | 3.18% | 10.02% | -1.76% | -3.43% | -2.92% | -4.64% | -6.95% | -10.86% | ||||||
63 | 58% | 42% | 14.71% | 3.50% | 9.12% | -1.71% | -3.45% | -3.15% | -4.98% | -7.49% | -11.29% | ||||||
64 | 52% | 48% | 13.93% | 3.80% | 8.23% | -1.65% | -3.48% | -3.39% | -5.32% | -8.04% | -11.73% | ||||||
65 | 46% | 54% | 13.16% | 4.10% | 7.34% | -1.60% | -3.50% | -3.62% | -5.66% | -8.58% | -12.16% | ||||||
≥ 66 | 40% | 60% | 12.39% | 4.40% | 6.46% | -1.55% | -3.52% | -3.85% | -6.01% | -9.12% | -12.59% |