Schwab investing sentiment surveys showed 64% of retail clients expect the market to rise in the next six months. Bullish respondents cited corporate profit resilience despite moderating GDP growth. ETF allocation data revealed tech, consumer staples, and defense sectors gaining traction. Investors naturally seek funds with strong performance. This fund carries a 5-year annualized total return of 7.11%, and it sits in the bottom third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of 12%, which places it in the middle third during this time-frame. 345 N Reid Place, Suite 620, Sioux Falls, SD 57103 [email protected] (844) 978-6257 Schwab investing portfolio stress tests for June indicated that balanced asset allocation reduced drawdowns by 22% compared to all-equity positions. This efficiency underscores the current advantage of risk diversification amid uncertain rate policy.
