| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.50 | 10,750 |
| 6 Month | 16.92 | 11,692 |
| 1 Year | 29.20 | 12,920 |
| 3 Year* | 14.86 | 15,153 |
| 5 Year* | 5.66 | 13,169 |
| 10 Year* | 7.68 | 20,958 |
| 15 Year* | 7.41 | 29,219 |
| 7.41 | 7.68 | 5.66 | 14.86 | 29.20 | 16.92 | 7.50 | 3.81 | 13.71 | Total Return % | ||
| 2.54 | 0.89 | 0.99 | 3.40 | 11.61 | 6.36 | 2.47 | 1.53 | 5.01 | +/- Moderate Allocation Category Trailing Return | ||
| 4 | 21 | 27 | 4 | 1 | 1 | 4 | 4 | 2 | Percentile Rank in Category | ||
| -- | 143 | 197 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -0.64 | 0.41 | 3.67 | 12.37 | 7.66 | 3.40 | 1.78 | 6.39 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -1.56 | 0.71 | 1.65 | 6.92 | 4.25 | 2.08 | 0.73 | 3.74 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||