| Age | Return portfolio % Business values |
Matching portfolio % Fixed values |
Return 2021 |
Return 2022 |
Return 2023 |
Return 2024 |
Return 2025 through | |||||||||||
| Jan | Feb | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | |||||||
| ≤ 56 | 85.00% | 15.00% | 13.48% | -13.04% | 10.02% | 8.16% | 1.72% | 2.68% | -0.52% | |||||||||
| 57 | 80.50% | 19.50% | 12.42% | -14.1% | 9.93% | 7.84% | 1.56% | 2.49% | -0.95% | |||||||||
| 58 | 76.00% | 24.00% | 11.36% | -15.15% | 9.83% | 7.51% | 1.40% | 2.31% | -1.37% | |||||||||
| 59 | 71.50% | 28.50% | 10.31% | -16.19% | 9.73% | 7.18% | 1.23% | 2.12% | -1.80% | |||||||||
| 60 | 67.00% | 33.00% | 9.27% | -17.22% | 9.63% | 6.85% | 1.07% | 1.93% | -2.23% | |||||||||
| 61 | 62.50% | 37.50% | 8.23% | -18.24% | 9.53% | 6.52% | 0.91% | 1.74% | -2.65% | |||||||||
| 62 | 58.00% | 42.00% | 7.20% | -19.25% | 9.42% | 6.20% | 0.74% | 1.56% | -3.07% | |||||||||
| 63 | 53.50% | 46.50% | 6.18% | -20.26% | 9.30% | 5.87% | 0.58% | 1.37% | -3.50% | |||||||||
| 64 | 49.00% | 51.00% | 5.16% | -21.26% | 9.19% | 5.54% | 0.42% | 1.18% | -3.92% | |||||||||
| 65 | 44.50% | 55.50% | 4.15% | -22.24% | 9.07% | 5.21% | 0.26% | 0.99% | -4.34% | |||||||||
| ≥ 66 | 40.00% | 60.00% | 3.15% | -23.22% | 8.94% | 4.88% | 0.09% | 0.81% | -4,76% | |||||||||