Level Chart

Level Chart

Basic Info

The S&P Target Risk Moderate Index is designed to measure the performance of moderate stock-bond allocations to fixed income while seeking to increase opportunities for higher returns through equities. This index uses a risk-weighted weighting method. Rebalancing occurs semi-annually in April and October.
Core Index Name S&P Target Risk Moderate Index
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
-1.39%
-0.90%
4.40%
5.76%
11.64%
4.64%
5.96%
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As of October 02, 2026. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
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As of October 04, 2026.

Basic Info

The S&P Target Risk Moderate Index is designed to measure the performance of moderate stock-bond allocations to fixed income while seeking to increase opportunities for higher returns through equities. This index uses a risk-weighted weighting method. Rebalancing occurs semi-annually in April and October.
Core Index Name S&P Target Risk Moderate Index
Return Type Price Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties