| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 1.86 | 10,186 |
| 6 Month | 4.87 | 10,487 |
| 1 Year | 12.94 | 11,294 |
| 3 Year* | 9.37 | 13,083 |
| 5 Year* | 6.44 | 13,662 |
| 10 Year* | 7.13 | 19,912 |
| 15 Year* | 6.17 | 24,549 |
| 6.17 | 7.13 | 6.44 | 9.37 | 12.94 | 4.87 | 1.86 | -1.53 | 4.99 | Total Return % | ||
| 1.42 | 1.65 | 1.47 | 1.84 | 3.58 | 1.35 | 1.23 | 0.31 | 1.47 | +/- Conservative Allocation Category Trailing Return | ||
| 10 | 8 | 18 | 18 | 17 | 27 | 19 | 32 | 25 | Percentile Rank in Category | ||
| -- | 73 | 132 | 154 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -0.66 | 0.94 | -0.76 | -1.91 | -2.07 | 0.29 | -0.11 | -1.69 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 0.54 | 1.03 | 1.17 | 2.87 | 0.52 | 0.85 | -0.58 | 0.75 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||