Using models by Franklin Templeton @Target2033-FT
Smart Portfolio Methodology
Performance 2026
8.43%0.00-8.43%
-2.72%
June 2026
4.51%
May 2026
8.43%
April 2026
-6.60%
March 2026
1.28%
February 2026
2.13%
January 2026
Dec December
Nov November
Oct October
Sep September
Aug August
Jul July
Jun June
May May
Apr April
Mar March
Feb February
Jan January
6.51%
-2.72%
4.51%
8.43%
-6.60%
1.28%
2.13%
2026
17.43%
1.37%
0.03%
2.13%
2.74%
1.80%
1.49%
2.02%
5.21%
0.70%
-3.33%
-0.99%
3.26%
2025
12.87%
-2.75%
2.82%
-2.12%
2.16%
1.56%
1.74%
3.06%
1.60%
-2.86%
3.38%
3.12%
0.74%
2024
19.25%
5.13%
7.79%
-3.18%
-3.55%
-2.09%
3.42%
5.42%
-1.84%
1.49%
2.58%
-2.21%
5.63%
2023
-15.30%
-1.93%
6.04%
5.57%
-8.16%
-2.66%
5.78%
-7.04%
-1.42%
-6.20%
2.89%
-2.19%
-5.71%
2022
21.49%
4.48%
-1.18%
4.05%
-3.94%
2.49%
1.62%
1.28%
1.63%
3.97%
3.74%
1.99%
-0.17%
2021
13.46%
4.01%
10.39%
-2.61%
-2.07%
6.21%
4.42%
2.35%
3.68%
9.06%
-10.62%
-8.69%
-1.09%
2020
Past performance is not indicative of future results. *Back-tested results
Breakdown
This breakdown includes 99.5% of this Portfolio
Asset Type
Breakdown
This breakdown includes 99.5% of this Portfolio
Portfolio Risk (1Y)
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Avg. Risk Score (last 7D)4
Daily Max. Drawdown-1.87%
Weekly Max. Drawdown-3.46%
Yearly Max. Drawdown-7.62%
Expected Dividends
Expected Dividends
Investors
114
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