| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.39 | 10,539 |
| 6 Month | 9.41 | 10,941 |
| 1 Year | 14.78 | 11,478 |
| 3 Year* | 8.24 | 12,681 |
| 5 Year* | 3.57 | 11,917 |
| 10 Year* | 6.17 | 18,198 |
| 15 Year* | 4.44 | 19,187 |
| 4.44 | 6.17 | 3.57 | 8.24 | 14.78 | 9.41 | 5.39 | 3.40 | 6.79 | Total Return % | ||
| -1.53 | -2.19 | 0.31 | -2.38 | -0.99 | -0.03 | 0.41 | -0.15 | 0.45 | +/- Conservative Allocation Category Trailing Return | ||
| 61 | 36 | 83 | 62 | 29 | 26 | 23 | 15 | 32 | Percentile Rank in Category | ||
| -- | 74 | 131 | 155 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -2.15 | -1.59 | -3.59 | -3.93 | -1.96 | 0.45 | -0.45 | -1.57 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -0.89 | -1.48 | -1.08 | 2.14 | 2.16 | 2.07 | 1.12 | 1.46 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||