Source: Wells Fargo Investment Institute, as of December 31, 2017
The Bloomberg Barclays U.S. Aggregate Bond Index is a broad-based measure of the investment-grade, U.S.-dollar-denominated, fixed-rate taxable bond market. The S&P 500 Index is generally considered representative of the U.S. stock market.
Index return information is provided for illustrative purposes only. Performance results for the moderate growth & income four asset group portfolio (without private capital) and the 60/40 portfolio are hypothetical. Hypothetical results do not represent actual trading. Index returns reflect general market results; do not reflect actual portfolio returns or the experience of any investor; and do not reflect the impact of any fees, expenses, or taxes applicable to an actual investment. The indices reflect the historical performance of the represented assets and assume the reinvestment of dividends and other distributions. Hypothetical and past performance do not guarantee future results.