| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 1.71 | 10,171 |
| 6 Month | 6.26 | 10,626 |
| 1 Year | 15.96 | 11,596 |
| 3 Year* | 10.79 | 13,599 |
| 5 Year* | 5.76 | 13,231 |
| 10 Year* | 7.64 | 20,880 |
| 15 Year* | 7.02 | 27,668 |
| 7.02 | 7.64 | 5.76 | 10.79 | 15.96 | 6.26 | 1.71 | -2.09 | 6.73 | Total Return % | ||
| 2.27 | 2.16 | 0.79 | 3.26 | 6.60 | 2.74 | 1.08 | -0.25 | 3.21 | +/- Conservative Allocation Category Trailing Return | ||
| 7 | 5 | 31 | 9 | 3 | 11 | 21 | 73 | 8 | Percentile Rank in Category | ||
| -- | 73 | 132 | 154 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -0.15 | 0.26 | 0.66 | 1.11 | -0.68 | 0.14 | -0.67 | 0.05 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 1.05 | 0.35 | 2.59 | 5.89 | 1.91 | 0.70 | -1.14 | 2.49 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||