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

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
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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
2018
2019
2020
2021
2022
2023
2024
YTD
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As of December 25, 2025.

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