| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.97 | 10,097 |
| 6 Month | 7.73 | 10,773 |
| 1 Year | 30.50 | 13,050 |
| 3 Year* | -0.50 | 9,851 |
| 5 Year* | 4.28 | 12,331 |
| 10 Year* | 9.48 | 24,737 |
| 15 Year* | 10.44 | 44,350 |
| 10.44 | 9.48 | 4.28 | -0.50 | 30.50 | 7.73 | 0.97 | -2.97 | -1.21 | Total Return % | ||
| 3.55 | 7.04 | 2.86 | 3.12 | 8.01 | 2.57 | 1.05 | 2.25 | 1.94 | +/- Moderate Allocation Category Trailing Return | ||
| 1 | 1 | 5 | 11 | 8 | 9 | 4 | 6 | 6 | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 4.68 | 0.19 | -0.16 | 8.03 | 1.91 | 0.42 | 1.84 | 1.43 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 5.60 | 1.00 | 2.77 | 3.72 | 2.20 | 1.30 | 3.94 | 3.45 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||