| Age | Return portfolio % Business values |
Matching portfolio % Fixed values |
Return 2020 |
Return 2021 |
Return 2022 |
Return 2023 |
Return 2024 through | |||||||||||
| Jan | Feb | March | April | May | June | July | Aug | Sept | Oct | Nov | Dec | |||||||
| ≤ 56 | 85.00% | 15.00% | 2.82% | 13.48% | -13.04% | 10.02% | 0.17% | 0.83% | 3.16% | 1.76% | 2.98% | 3.83% | 5.79% | 7.22% | 8.79% | 7.36% | ||
| 57 | 80.50% | 19.50% | 3.37% | 12.42% | -14.1% | 9.93% | 0.08% | 0.62% | 2.93% | 1.39% | 2.49% | 3.35% | 5.41% | 6.77% | 8.38% | 7.02% | ||
| 58 | 76.00% | 24.00% | 3.91% | 11.36% | -15.15% | 9.83% | 0,00% | 0.41% | 2.71% | 1.03% | 2.01% | 2.87% | 5.03% | 6.33% | 7.97% | 6.68% | ||
| 59 | 71.50% | 28.50% | 4.46% | 10.31% | -16.19% | 9.73% | -0.09% | 0.19% | 2.48% | 0.66% | 1.52% | 2.39% | 4.65% | 5.88% | 7.56% | 6.34% | ||
| 60 | 67.00% | 33.00% | 4.99% | 9.27% | -17.22% | 9.63% | -0.18% | -0.02% | 2.25% | 0.29% | 1.04% | 1.91% | 4.27% | 5.44% | 7.15% | 6.00% | ||
| 61 | 62.50% | 37.50% | 5.53% | 8.23% | -18.24% | 9.53% | -0.27% | -0.24% | 2.03% | -0.07% | 0.56% | 1.43% | 3.90% | 5,00% | 6.74% | 5.66% | ||
| 62 | 58.00% | 42.00% | 6.06% | 7.20% | -19.25% | 9.42% | -0.35% | -0.45% | 1.80% | -0.44% | 0.08% | 0.95% | 3.52% | 4.56% | 6.34% | 5.32% | ||
| 63 | 53.50% | 46.50% | 6.59% | 6.18% | -20.26% | 9.30% | -0.44% | -0.66% | 1.58% | -0.80% | -0.40% | 0.48% | 3.14% | 4.12% | 5.93% | 4.98% | ||
| 64 | 49.00% | 51.00% | 7.11% | 5.16% | -21.26% | 9.19% | -0.53% | -0.88% | 1.35% | -1.16% | -0.87% | 0.01% | 2.76% | 3.68% | 5.52% | 4.64% | ||
| 65 | 44.50% | 55.50% | 7.62% | 4.15% | -22.24% | 9.07% | -0.62% | -1.09% | 1.13% | -1.53% | -1.35% | -0.47% | 2.39% | 3.24% | 5.12% | 4.30% | ||
| ≥ 66 | 40.00% | 60.00% | 8.14% | 3.15% | -23.22% | 8.94% | -0.71% | -1.30% | 0.90% | -1.89% | -1.82% | -0,93% | 2.01% | 2.80% | 4.72% | 3.96% | ||