Mentions of “BLOOMBERG” — 6 found on pages 21, 28
… mber 31, 2024 Past 1 year Past 5 years Past 10 years DE Intermediate Treasury Index Portfolio 0.30% -0.80% 0.85% Bloomberg U.S. 5-10 Year Treasury Bond Index0.22% -0.70% 1.01% $10,000 Over 10 Years Past 10 Years: Let's say hypothetically …
Open p.21 ↗… (past ten year period). The chart shows how the value of that investment would have changed, and also shows how the Bloomberg U.S. 5-10 Year Treasury Bond Index performed over the same period. Understanding Performance How a portfolio did …
Open p.21 ↗… , health care (+3%) and real estate (+5%) lagged most. Commodities advanced 5.38% the past 12 months, according to the Bloomberg Commodity Index. International equities rose 5.72% in 2024, according to the MSCI ACWI (All Country World Index) ex USA …
Open p.28 ↗… (-12%) trailed the index by the widest margin. U.S. taxable investment-grade bonds gained 1.25% for the year, per the Bloomberg U.S. Aggregate Bond Index. From a sector perspective, investment-grade corporate bonds (+2.03%) topped long-term U.S. …
Open p.28 ↗… rm U.S. Treasury Inflation-Protected Securities also detracted, given the asset class returned -0.83%, according to the Bloomberg U.S. TIPS 5+ Years Index. An out-of-benchmark allocation to Commodities (+5.30%) also weighed on relative performance. …
Open p.28 ↗… ity® Series Investment Grade Bond Fund stood out to the upside, as the fund's 2.17% gain topped the 1.25% result of the Bloomberg U.S. Aggregate Bond Index. Looking at other Portfolios in the plan, all three actively managed, risk-based Fidelity® F …
Open p.28 ↗