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TrendToWealth sample

Balanced 60/40 portfolio

Portfolio

Balanced 60/40

60% U.S. Equity · 40% U.S. Bonds

Annualized return

9.8%

Annualized risk

9.7%
Underlying asset-class assumptions
Asset classExpected returnExpected risk
U.S. Equity15.4%15.4%
U.S. Bonds1.4%5.1%

Risk / return — Expected return

All returns and risk are annualized. Historical modes require the complete selected trailing period.

● Individual asset class■ Portfolio
0%17%5%12%9%8%14%3%18%-1%Annualized risk / volatilityExpected return (annualized)U.S. Equity: 15.4% annualized return, 15.4% annualized riskU.S. EquityBalanced 60/40: 9.8% annualized return, 9.7% annualized riskBalanced 60/40U.S. Bonds: 1.4% annualized return, 5.1% annualized riskU.S. Bonds

Expected values are estimates from canonical asset-class history and current specified assumptions. Past performance does not predict future results.

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