S&P Balanced Equity and Bond Index Series |
The S&P Balanced Equity and Bond Index Series combines investable S&P measures of the core asset classes of equity and fixed income in order to provide regularly rebalanced multi-asset indices that may be appropriate for investors’ differing risk-reward profiles.
Each index in the S&P Balanced Equity and Bond Index Series is allocated a pre-defined weight of equity exposure, as represented by the S&P 500® Total Return Index, and bond exposure, as represented by the S&P/BGCantor 7-10 Year Bond Index.
Performance Data
(as of 10-Sep-2012 )
Daily
Annualized
| Index Name | Adjusted Market Cap ($Million) | Index Level | Performance | |||
|---|---|---|---|---|---|---|
| 1 Day | MTD | QTD | YTD | |||
| TOTAL RETURNS | ||||||
| S&P Balanced Equity and Bond - Conservative Index | N/A | 613.53 | -.12% | -.1% | 1.76% | 6.8% |
| Index Name | Performance (as of 31-Aug-2012 ) |
|||||
|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | ||||
| TOTAL RETURNS | ||||||
| S&P Balanced Equity and Bond - Conservative Index | 15.83% | 10.86% | 8.02% | |||
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