Compared to What?
Since bottoming in October of 2022, the recovery from the most recent bear market in stock and bond markets has been uneven, with more conservative options lagging more aggressive ones.
Returns of the SPDR S&P 500 (SPY), the iShares Core Moderate Allocation ETF (AOM), the iShares Core Conservative Allocation ETF (AOK), and the iShares Core US Aggregate Bond ETF (AGG) January 1st, 2022 through August 23rd, 2024.*
Please call or email for updates on your own performance.
Returns of the SPDR S&P 500 (SPY), the iShares Core Moderate Allocation ETF (AOM), the iShares Core Conservative Allocation ETF (AOK), and the iShares Core US Aggregate Bond ETF (AGG) January 1st, 2022 through August 23rd, 2024.*
Please call or email for updates on your own performance.
*The information and analysis contained herein does not constitute investment advice offered by Kwanti and Morningstar, and is not warranted to be correct, complete or accurate. Kwanti and Morningstar are not responsible for any damages or losses arising from use of this information and analysis. Asset allocation data ©2022 Morningstar. All rights reserved. The asset allocation data contained herein is proprietary to Morningstar and/or its content providers.