| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.88 | 9,812 |
| 6 Month | 0.82 | 10,082 |
| 1 Year | 20.15 | 12,015 |
| 3 Year* | -3.92 | 8,869 |
| 5 Year* | 0.93 | 10,474 |
| 10 Year* | 5.87 | 17,690 |
| 15 Year* | 10.20 | 42,926 |
| 10.20 | 5.87 | 0.93 | -3.92 | 20.15 | 0.82 | -1.88 | -3.33 | -0.77 | Total Return % | ||
| 3.13 | 5.75 | 1.42 | 4.05 | -5.16 | -4.18 | -0.95 | 4.47 | 4.41 | +/- Large Blend Category Trailing Return | ||
| 3 | 3 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 310 | 444 | 521 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 2.60 | 6.67 | 1.00 | 3.41 | -5.79 | -6.23 | -0.30 | 3.06 | 3.06 | +/- S&P 500 Trailing Return | ||
| -- | 5.47 | -0.39 | 0.74 | -4.63 | -6.29 | -0.64 | 1.47 | 2.30 | +/- Morningstar Large Core Trailing Return | ||