DE529 Plan Financial Statement Audit 2023

… 31, 2023 Past 1 year Past 5 years Past 10 years Delaware Intermediate Treasury Index Portfolio4.01% 0.53% 1.43% Bloomberg U.S. 5-10 Year Treasury Bond Index4.11% 0.70% 1.62% $10,000 Over 10 Years Past 10 Years: Let's say hypothetically t …

… (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 …

… owth stocks broadly outpaced value, while larger-caps topped small-caps. Commodities returned -7.91%, according to the Bloomberg Commodity Index Total Return. U.S. taxable investment-grade bonds returned 5.53% for the 12 months, per the Bloomberg …

… Bloomberg Commodity Index Total Return. U.S. taxable investment-grade bonds returned 5.53% for the 12 months, per the Bloomberg U.S. Aggregate Bond Index, as the Fed slowed the pace of, and eventually paused, interest rate increases, allowing bon …

… rmance. Here, an investment in Fidelity® Series Investment Grade Bond Fund rose 6.78%, topping the 5.53% result of the Bloomberg U.S. Aggregate Bond Index. In contrast, active asset allocation decisions detracted from the relative performance of t …