| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 1.23 | 10,123 |
| 6 Month | 7.29 | 10,729 |
| 1 Year | 17.19 | 11,719 |
| 3 Year* | 10.83 | 13,614 |
| 5 Year* | 6.42 | 13,649 |
| 10 Year* | 11.71 | 30,264 |
| 15 Year* | 11.27 | 49,622 |
| 11.27 | 11.71 | 6.42 | 10.83 | 17.19 | 7.29 | 1.23 | -1.76 | 6.57 | Total Return % | ||
| 5.42 | 4.16 | 3.28 | 2.92 | 5.81 | 3.78 | 1.72 | 1.37 | 3.75 | +/- World Allocation Category Trailing Return | ||
| 1 | 4 | 9 | 12 | 16 | 22 | 30 | 19 | 24 | Percentile Rank in Category | ||
| -- | 24 | 50 | 70 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 3.92 | 0.94 | 0.34 | 1.97 | 0.35 | -0.06 | -0.34 | 0.31 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| 7.24 | 4.01 | 4.06 | -1.50 | -7.74 | -4.69 | -1.83 | 0.44 | -5.08 | +/- MSCI World NR Trailing Return | ||