| 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% | 15% | 13.48% | -13.04% | 10.02% | 8.16% | 1.72% | 2.68% | -0.52% | -0.72% | 1.26% | 1.29% | 1.70% | |||||
| 57 | 81% | 20% | 12.42% | -14.10% | 9.93% | 7.84% | 1.56% | 2.49% | -0.95% | -0.91% | 0.84% | 0.77% | 1.10% | |||||
| 58 | 76% | 24% | 11.36% | -15.15% | 9.83% | 7.51% | 1.40% | 2.31% | -1.37% | -1.11% | 0.43% | 0.26% | 0.50% | |||||
| 59 | 72% | 29% | 10.31% | -16.19% | 9.73% | 7.18% | 1.23% | 2.12% | -1.80% | -1.30% | 0.02% | -0.25% | -0.09% | |||||
| 60 | 67% | 33% | 9.27% | -17.22% | 9.63% | 6.85% | 1.07% | 1.93% | -2.23% | -1.50% | -0.40% | -0.76% | -0.69% | |||||
| 61 | 63% | 38% | 8.23% | -18.24% | 9.53% | 6.52% | 0.91% | 1.74% | -2.65% | -1.69% | -0.81% | -1.27% | -1.28% | |||||
| 62 | 58% | 42% | 7.20% | -19.25% | 9.42% | 6.20% | 0.74% | 1.56% | -3.07% | -1.89% | -1.23% | -1.78% | -1.87% | |||||
| 63 | 54% | 47% | 6.18% | -20.26% | 9.30% | 5.87% | 0.58% | 1.37% | -3.50% | -2.09% | -1.64% | -2.29% | -2.46% | |||||
| 64 | 49% | 51% | 5.16% | -21.26% | 9.19% | 5.54% | 0.42% | 1.18% | -3.92% | -2.29% | -2.06% | -2.80% | -3.04% | |||||
| 65 | 45% | 56% | 4.15% | -22.24% | 9.07% | 5.21% | 0.26% | 0.99% | -4.34% | -2.49% | -2.47% | -3.31% | -3.63% | |||||
| ≥ 66 | 40% | 60% | 3.15% | -23.22% | 8.94% | 4.88% | 0.09% | 0.81% | -4.76% | -2.69% | -2.89% | -3.82% | -4.21% | |||||