| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 8.81 | 10,881 |
| 6 Month | 22.43 | 12,243 |
| 1 Year | 34.89 | 13,489 |
| 3 Year* | 15.28 | 15,320 |
| 5 Year* | 3.69 | 11,986 |
| 10 Year* | 7.11 | 19,875 |
| 15 Year* | 5.53 | 22,420 |
| 5.53 | 7.11 | 3.69 | 15.28 | 34.89 | 22.43 | 8.81 | 7.54 | 18.05 | Total Return % | ||
| 1.16 | -0.38 | -0.87 | -1.33 | 3.47 | 1.16 | -1.49 | 0.12 | 0.77 | +/- Large Blend Category Trailing Return | ||
| 19 | 64 | 70 | 74 | 15 | 25 | 85 | 40 | 32 | Percentile Rank in Category | ||
| -- | 299 | 398 | 428 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 1.20 | -0.77 | -2.00 | -3.08 | 3.30 | 1.02 | -1.99 | 0.17 | 0.24 | +/- S&P 500 Trailing Return | ||
| 0.32 | -1.71 | -3.92 | -4.22 | -1.80 | -2.49 | -3.93 | 1.24 | -3.49 | +/- Morningstar Large Core Trailing Return | ||