| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.96 | 10,596 |
| 6 Month | 13.15 | 11,315 |
| 1 Year | 19.59 | 11,959 |
| 3 Year* | 11.46 | 13,847 |
| 5 Year* | 5.23 | 12,903 |
| 10 Year* | 6.72 | 19,163 |
| 15 Year* | 5.80 | 23,296 |
| 5.80 | 6.72 | 5.23 | 11.46 | 19.59 | 13.15 | 5.96 | 3.31 | 10.98 | Total Return % | ||
| 0.93 | -0.07 | 0.61 | 0.13 | 1.47 | 1.20 | 0.49 | -0.28 | 1.82 | +/- Moderate Allocation Category Trailing Return | ||
| 21 | 52 | 37 | 46 | 33 | 29 | 37 | 68 | 21 | Percentile Rank in Category | ||
| -- | 143 | 197 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.60 | -0.10 | -0.11 | 1.74 | 1.82 | 0.28 | -0.62 | 2.53 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -2.52 | 0.17 | -2.25 | -4.01 | -2.31 | -1.51 | -2.25 | -0.46 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||