| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.38 | 10,538 |
| 6 Month | 9.91 | 10,991 |
| 1 Year | 16.72 | 11,672 |
| 3 Year* | 11.19 | 13,747 |
| 5 Year* | 3.79 | 12,044 |
| 10 Year* | 5.15 | 16,523 |
| 15 Year* | 3.10 | 15,808 |
| 3.10 | 5.15 | 3.79 | 11.19 | 16.72 | 9.91 | 5.38 | 2.87 | 8.97 | Total Return % | ||
| -1.77 | -1.64 | -0.91 | -0.03 | -1.01 | -0.76 | 0.24 | 0.27 | 0.16 | +/- Moderate Allocation Category Trailing Return | ||
| 92 | 91 | 76 | 50 | 64 | 64 | 44 | 33 | 50 | Percentile Rank in Category | ||
| -- | 143 | 197 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -3.17 | -1.46 | 0.00 | -0.11 | 0.65 | 1.28 | 0.84 | 1.65 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -4.09 | -1.16 | -2.02 | -5.56 | -2.76 | -0.04 | -0.21 | -1.00 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||