Not exact matches
For U.S. bond market returns, we use the S&P High Grade Corporate
Index from 1926 through 1968, the Citigroup High Grade
Index from 1969 through 1972, the Lehman Brothers U.S. Long Credit AA
Index from 1973 through 1975, the Barclays U.S.
Aggregate Bond
Index from 1976 through 2009, and the Spliced Barclays U.S.
Aggregate Float Adjusted Bond
Index thereafter.
* The 60/40 portfolio is comprised of 60 % in the S&P 500 and 40 % in bonds utilizing 10 year treasuries through 1975 and the Barclays
Aggregate Bond
Index thereafter.
For U.S. bond market returns, we use the S&P High Grade Corporate
Index from 1926 through 1968, the Citigroup High Grade
Index from 1969 through 1972, the Lehman Brothers U.S. Long Credit AA
Index from 1973 through 1975, the Barclays U.S.
Aggregate Bond
Index from 1976 through 2009, and the Spliced Barclays U.S.
Aggregate Float Adjusted Bond
Index thereafter.
3 The beta shown for the benchmark is a blended five - year calculation including the Fund's prior benchmark, Barclays Capital U.S.Government / Credit Bond
Index, prior to May 1, 2013 and the current benchmark, Barclays U.S.
Aggregate Bond
Index thereafter.
** The Spliced Bloomberg Barclays U.S.
Aggregate Float Adjusted
Index consists of the Barclays U.S.
Aggregate Bond
Index through December 31, 2009; and the Bloomberg Barclays U.S.
Aggregate Float Adjusted
Index thereafter.
Notes: U.S. stocks represented by Dow Jones U.S. Total Stock Market
Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index through April 2005, MSCI US Broad Market
Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index through June 2013 and CRSP US Total Market
Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets
Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; REITs by FTSE NAREIT Equity REIT
Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; dividend stocks by Dow Jones U.S. Select Dividend
Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; commodities by S&P GSCI Commodity
Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond
Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; emerging markets bonds by Bloomberg Barclays EM USD
Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate
Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond
Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index; Hedge fund
index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
index by HFRI fund - weighted total return
Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond I
Index and international bonds by Bloomberg Barclays Global
Aggregate ex-USD Bond
IndexIndex.
60/40 benchmark is 42 % Spliced Total Stock Market
Index (Dow Jones U.S. Total Stock Market
Index (formerly known as the Dow Jones Wilshire 5000
Index) through April 22, 2005; MSCI US Broad Market
Index through June 2, 2013; and CRSP US Total Market
Index thereafter); 18 % Spliced Total International Stock
Index (Total International Composite
Index through August 31, 2006; MSCI EAFE + Emerging Markets
Index through December 15, 2010; MSCI ACWI ex USA IMI
Index through June 2, 2013; and FTSE Global All Cap ex US
Index thereafter); 40 % Spliced Bloomberg Barclay's US
Aggregate Float Adjusted Bond
Index (Bloomberg Barclays U.S.
Aggregate Bond
Index through December 31, 2009; Bloomberg Barclays U.S.
Aggregate Float Adjusted
Index thereafter) through May, 2013;
thereafter, fixed income portion is 28 % Spliced Bloomberg Barclay's U.S.
Aggregate Bond
Index, 12 % Bloomberg Barclays Global
Aggregate ex-USD Float Adjusted RIC Capped
Index Hedged; after December 2014 equity portion of the benchmark is 36 % Spliced Total Stock Market
Index, 24 % Spliced Total International Stock
Index.