Variable GLIDEPATH_TEMPLATESConst Readonly

Type declaration

• Readonly CONSERVATIVE: {
      FIXED_RETURN: {
          START_RETURN: 0.07;
          END_RETURN: 0.04;
      };
      ALLOCATION_BASED: {
          START_EQUITY_WEIGHT: 0.6;
          END_EQUITY_WEIGHT: 0.2;
          EQUITY_RETURN: 0.1;
          BOND_RETURN: 0.035;
      };
  }

  Conservative glidepath with lower volatility.

  • Readonly FIXED_RETURN: {
        START_RETURN: 0.07;
        END_RETURN: 0.04;
    }

    • Readonly START_RETURN: 0.07

    • Readonly END_RETURN: 0.04

  • Readonly ALLOCATION_BASED: {
        START_EQUITY_WEIGHT: 0.6;
        END_EQUITY_WEIGHT: 0.2;
        EQUITY_RETURN: 0.1;
        BOND_RETURN: 0.035;
    }

    • Readonly START_EQUITY_WEIGHT: 0.6

    • Readonly END_EQUITY_WEIGHT: 0.2

    • Readonly EQUITY_RETURN: 0.1

    • Readonly BOND_RETURN: 0.035

• Readonly AGGRESSIVE: {
      FIXED_RETURN: {
          START_RETURN: 0.13;
          END_RETURN: 0.07;
      };
      ALLOCATION_BASED: {
          START_EQUITY_WEIGHT: 1;
          END_EQUITY_WEIGHT: 0.5;
          EQUITY_RETURN: 0.15;
          BOND_RETURN: 0.04;
      };
  }

  Aggressive glidepath with higher growth potential.

  • Readonly FIXED_RETURN: {
        START_RETURN: 0.13;
        END_RETURN: 0.07;
    }

    • Readonly START_RETURN: 0.13

    • Readonly END_RETURN: 0.07

  • Readonly ALLOCATION_BASED: {
        START_EQUITY_WEIGHT: 1;
        END_EQUITY_WEIGHT: 0.5;
        EQUITY_RETURN: 0.15;
        BOND_RETURN: 0.04;
    }

    • Readonly START_EQUITY_WEIGHT: 1

    • Readonly END_EQUITY_WEIGHT: 0.5

    • Readonly EQUITY_RETURN: 0.15

    • Readonly BOND_RETURN: 0.04

• Readonly MODERATE: {
      FIXED_RETURN: {
          START_RETURN: 0.1;
          END_RETURN: 0.055;
      };
      ALLOCATION_BASED: {
          START_EQUITY_WEIGHT: 0.9;
          END_EQUITY_WEIGHT: 0.3;
          EQUITY_RETURN: 0.12;
          BOND_RETURN: 0.04;
      };
  }

  Moderate/balanced glidepath (same as defaults).

  • Readonly FIXED_RETURN: {
        START_RETURN: 0.1;
        END_RETURN: 0.055;
    }

    • Readonly START_RETURN: 0.1

      Starting return rate for aggressive investing (10%)

    • Readonly END_RETURN: 0.055

      Ending return rate for conservative investing (5.5%)

  • Readonly ALLOCATION_BASED: {
        START_EQUITY_WEIGHT: 0.9;
        END_EQUITY_WEIGHT: 0.3;
        EQUITY_RETURN: 0.12;
        BOND_RETURN: 0.04;
    }

    • Readonly START_EQUITY_WEIGHT: 0.9

      Starting equity weight for young investors (90%)

    • Readonly END_EQUITY_WEIGHT: 0.3

      Ending equity weight near retirement (30%)

    • Readonly EQUITY_RETURN: 0.12

      Expected annual return for equity investments (12%)

    • Readonly BOND_RETURN: 0.04

      Expected annual return for bond investments (4%)