| Age | Return portfolio & % Business values |
Matching portfolio & % Fixed values |
Return 2022 |
Return 2023 |
Return 2024 |
Return 2025 |
Return 2026 through | |||||||||||
| Jan | Feb | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | |||||||
| ≤ 56 | 85% | 15% | -13.04% | 10.02% | 8.16% | 5.89% | 2.02% | 5.21% | 0.39% | 3.87% | 6.37% | 7.98% | 7.66% | |||||
| 57 | 81% | 20% | -14.10% | 9.93% | 7.84% | 4.78% | 1.99% | 5.20% | 0.47% | 3.75% | 6.16% | 7.76% | 7.23% | |||||
| 58 | 76% | 24% | -15.15% | 9.83% | 7.51% | 3.69% | 1.96% | 5.20% | 0.54% | 3.63% | 5.96% | 7.54% | 6.79% | |||||
| 59 | 72% | 29% | -16.19% | 9.73% | 7.18% | 2.60% | 1.93% | 5.19% | 0.62% | 3.50% | 5.76% | 7.32% | 6.36% | |||||
| 60 | 67% | 33% | -17.22% | 9.63% | 6.85% | 1.52% | 1.90% | 5.19% | 0.70% | 3.38% | 5.55% | 7.10% | 5.93% | |||||
| 61 | 63% | 38% | -18.24% | 9.53% | 6.52% | 0.45% | 1.87% | 5.18% | 0.77% | 3.26% | 5.35% | 6.88% | 5.49% | |||||
| 62 | 58% | 42% | -19.25% | 9.42% | 6.20% | -0.61% | 1.84% | 5.17% | 0.85% | 3.13% | 5.14% | 6.65% | 5.06% | |||||
| 63 | 54% | 47% | -20.26% | 9.03% | 5.87% | -1.67% | 1.81% | 5.17% | 0.93% | 3.01% | 4.94% | 6.43% | 4.63% | |||||
| 64 | 49% | 51% | -21.26% | 9.19% | 5.54% | -2.71% | 1.78% | 5.16% | 1.01% | 2.88% | 4.73% | 6.21% | 4.20% | |||||
| 65 | 45% | 56% | -22.24% | 9.07% | 5.21% | -3.75% | 1.75% | 5.16% | 1.08% | 2.76% | 4.53% | 5.99% | 3.78% | |||||
| ≥ 66 | 40% | 60% | -23.22% | 8.94% | 4.88% | -4.77% | 1.72% | 5.15% | 1.16% | 2.63% | 4.32% | 5.77% | 3.35% | |||||