| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -3.89 | 9,611 |
| 6 Month | -3.63 | 9,637 |
| 1 Year | 1.24 | 10,124 |
| 3 Year* | 6.19 | 11,974 |
| 5 Year* | 5.47 | 13,051 |
| 10 Year* | 8.95 | 23,565 |
| 15 Year* | 8.31 | 33,115 |
| 8.31 | 8.95 | 5.47 | 6.19 | 1.24 | -3.63 | -3.89 | -0.97 | -3.37 | Total Return % | ||
| 3.56 | 3.47 | 0.50 | -1.34 | -8.12 | -7.15 | -4.52 | 0.87 | -6.89 | +/- Conservative Allocation Category Trailing Return | ||
| 1 | 1 | 39 | 77 | 97 | 98 | 97 | 8 | 98 | Percentile Rank in Category | ||
| -- | 73 | 132 | 154 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 1.16 | -0.03 | -3.94 | -13.61 | -10.57 | -5.46 | 0.45 | -10.05 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 2.36 | 0.06 | -2.01 | -8.83 | -7.98 | -4.90 | -0.02 | -7.61 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||