Note: The benchmark is the returns achieved for a time period for a particular blend of funds (stock, bond, international, cash, etc.). It is useful to look at so you can see the range of outcomes for an investment strategy and how they have averaged in the past. While not a predictor, it is a useful guide for determining best fit for your portfolio.

[gviewer file=”https://retirementestateplan.com/pdfs/BENCHMARKSFORMODELS.pdf”]