The AmericanTCS 401(k) Benchmark returned 8.77% for the quarter, outpacing the 60/40 Balanced Index’s return of 6.70%. Over the same period the S&P 500 Index returned 10.94% as markets shook off heightened volatility and rallied on softened trade policy. The Bloomberg U.S. Aggregate Bond Index stayed in the green over the quarter despite rising longer-term bond yields, ultimately returning 1.21% in the second quarter.

Because 401(k) participants are long-term investors it is important to take a step back and look at the hypothetical 401(k) participant’s journey over longer time periods. The AmericanTCS 401(k) Benchmark delivered a solid return of 10.20 % over the last five-year period. This reaffirms the experts’ advice to 401(k) participants of the importance of staying the course even in volatile markets. History tells us that good markets often follow bad ones. To achieve long-term financial success and stability, 401(k) participants must maintain a committed approach to their 401(k) portfolio.

About the AmericanTCS 401(k) Benchmark

AmericanTCS is a leading financial services organization that provides a wide array of brokerage, advisory, and trust services to a diverse national client base of financial advisors and institutions, asset managers and benefits administrators through its various affiliated companies. Because we provide these services, AmericanTCS has plan investment data on over 256,000 401(k) plans representing approximately $170 billion in assets. In response to requests from our institutional clients, we have created the AmericanTCS