| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 10.96 | 11,096 |
| 6 Month | 26.41 | 12,641 |
| 1 Year | 37.98 | 13,798 |
| 3 Year* | 9.97 | 13,299 |
| 5 Year* | -9.03 | 6,230 |
| 10 Year* | 11.52 | 29,753 |
| 15 Year* | 11.90 | 54,007 |
| 11.90 | 11.52 | -9.03 | 9.97 | 37.98 | 26.41 | 10.96 | 8.65 | 20.89 | Total Return % | ||
| 7.53 | 4.03 | -13.91 | -5.70 | 10.19 | 8.17 | 1.91 | 3.84 | 4.75 | +/- Large Blend Category Trailing Return | ||
| 1 | 1 | 100 | 98 | 3 | 2 | 8 | 1 | 2 | Percentile Rank in Category | ||
| -- | 299 | 398 | 428 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 7.57 | 3.64 | -15.08 | -7.44 | 9.95 | 7.96 | 1.48 | 3.85 | 4.16 | +/- S&P 500 Trailing Return | ||
| 6.69 | 2.70 | -16.92 | -8.74 | 3.91 | 4.42 | -0.54 | 4.67 | 0.35 | +/- Morningstar Large Core Trailing Return | ||