| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 6.10 | 10,610 |
| 6 Month | 15.28 | 11,528 |
| 1 Year | 22.59 | 12,259 |
| 3 Year* | 12.87 | 14,379 |
| 5 Year* | 3.62 | 11,946 |
| 10 Year* | 12.04 | 31,170 |
| 15 Year* | 10.08 | 42,231 |
| 10.08 | 12.04 | 3.62 | 12.87 | 22.59 | 15.28 | 6.10 | 8.02 | 9.55 | Total Return % | ||
| 4.11 | 3.68 | 0.36 | 2.25 | 6.82 | 5.84 | 1.12 | 4.47 | 3.21 | +/- World Allocation Category Trailing Return | ||
| 6 | 5 | 47 | 19 | 13 | 11 | 42 | 1 | 21 | Percentile Rank in Category | ||
| -- | 22 | 47 | 62 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 3.72 | -1.54 | 1.04 | 3.88 | 3.91 | 1.16 | 4.17 | 1.19 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| 6.14 | 3.75 | 1.53 | -1.93 | -7.90 | -4.52 | -4.00 | 0.72 | -5.21 | +/- MSCI World NR Trailing Return | ||