| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.37 | 10,037 |
| 6 Month | 5.20 | 10,520 |
| 1 Year | 19.59 | 11,959 |
| 3 Year* | -3.35 | 9,028 |
| 5 Year* | 0.55 | 10,278 |
| 10 Year* | -0.54 | 9,473 |
| 15 Year* | 7.18 | 28,295 |
| 7.18 | -0.54 | 0.55 | -3.35 | 19.59 | 5.20 | 0.37 | -3.92 | -2.40 | Total Return % | ||
| 0.29 | -2.98 | -1.12 | -0.15 | -3.80 | -0.83 | 1.13 | 0.51 | -0.05 | +/- Moderate Allocation Category Trailing Return | ||
| 40 | 96 | 79 | 58 | 77 | 76 | 8 | 27 | 56 | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -5.34 | -3.54 | -3.01 | -2.88 | -0.62 | -0.18 | 0.89 | 0.24 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -4.42 | -2.73 | -0.08 | -7.19 | -0.33 | 0.70 | 2.99 | 2.26 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||