| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 3.07 | 10,307 |
| 6 Month | 6.88 | 10,688 |
| 1 Year | 11.48 | 11,148 |
| 3 Year* | 7.97 | 12,587 |
| 5 Year* | 6.27 | 13,554 |
| 10 Year* | 6.14 | 18,146 |
| 15 Year* | 6.11 | 24,341 |
| 6.11 | 6.14 | 6.27 | 7.97 | 11.48 | 6.88 | 3.07 | 1.29 | 5.23 | Total Return % | ||
| 1.34 | 0.24 | 1.40 | -0.63 | -0.60 | -0.10 | -0.08 | -0.37 | 0.04 | +/- Conservative Allocation Category Trailing Return | ||
| 12 | 37 | 19 | 63 | 61 | 53 | 59 | 69 | 52 | Percentile Rank in Category | ||
| -- | 74 | 131 | 155 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -2.18 | 0.94 | -3.60 | -6.37 | -4.45 | -2.61 | -2.64 | -3.22 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -0.92 | 1.10 | -1.17 | -0.65 | -0.40 | -0.71 | -1.05 | -0.16 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||