Resilient Long-Term Performance Amid Market Uncertainty
At the halfway mark of 2025, AIMCo’s Balanced Fund earned a 10-year net annualized investment return of 7.0% and a 4-year net annualized investment return of 6.3% for clients.
For the six-month period ending June 30, 2025, the Balanced Fund’s net investment return was 2.1%.
Chief Investment Officer Justin Lord offers some insight on the results.