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An asset allocation of 60% stocks and 40% bonds has been the portfolio standard for decades. However, as you can see in the chart below, the “40” component of that model has provided meager returns over the last couple of decades.
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Source: FRED, Morningstar Direct. Calculated using monthly data. Bloomberg U.S. Aggregate Bond Index shown since inception on January 1986 – December 2025. Past performance is not a guarantee of future results.
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The performance of the index is shown for comparison purposes only. The securities and other instruments included in this index is not necessarily included in any LoCorr Fund portfolio and criteria for inclusion in the index is different than those for investment in any such portfolio. The performance of this index was obtained from published sources believed to be reliable, but which are not warranted as to accuracy or completeness. Unless noted otherwise, index returns do not reflect fees or transaction costs and reflect reinvestment of net dividends. Past performance is not a guarantee of future results.
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The referenced indices are shown for general market comparisons and are not meant to represent any Fund discussed within. One cannot invest directly in an index.
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Diversification does not assure a profit or protect against loss in a declining market.
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