| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 4.93 | 10,493 |
| 6 Month | 11.63 | 11,163 |
| 1 Year | 21.04 | 12,104 |
| 3 Year* | 13.34 | 14,560 |
| 5 Year* | 8.02 | 14,707 |
| 10 Year* | 9.68 | 25,193 |
| 15 Year* | 9.58 | 39,443 |
| 9.58 | 9.68 | 8.02 | 13.34 | 21.04 | 11.63 | 4.93 | 0.04 | 12.05 | Total Return % | ||
| 4.56 | 3.27 | 3.04 | 3.12 | 5.10 | 3.70 | 2.08 | 1.55 | 3.79 | +/- Moderate Allocation Category Trailing Return | ||
| 1 | 1 | 2 | 6 | 7 | 6 | 6 | 3 | 6 | Percentile Rank in Category | ||
| -- | 144 | 198 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 1.89 | 2.52 | 3.21 | 6.19 | 4.69 | 3.36 | 1.46 | 5.37 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 1.03 | 2.84 | 1.54 | 1.27 | 2.13 | 2.83 | 1.84 | 2.93 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||