| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.63 | 10,063 |
| 6 Month | 5.48 | 10,548 |
| 1 Year | 13.63 | 11,363 |
| 3 Year* | 2.14 | 10,656 |
| 5 Year* | 3.57 | 11,917 |
| 10 Year* | 4.76 | 15,920 |
| 15 Year* | 6.93 | 27,321 |
| 6.93 | 4.76 | 3.57 | 2.14 | 13.63 | 5.48 | 0.63 | -0.60 | 0.30 | Total Return % | ||
| 1.23 | 1.41 | 1.10 | 2.40 | -6.29 | -0.13 | -0.25 | 2.32 | 1.73 | +/- Conservative Allocation Category Trailing Return | ||
| 21 | 13 | 22 | 17 | 88 | 65 | 31 | 3 | 4 | Percentile Rank in Category | ||
| -- | 59 | 106 | 139 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -0.04 | -0.52 | 2.48 | -8.84 | -0.34 | 0.08 | 4.21 | 2.94 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -0.69 | -0.95 | -0.11 | -4.11 | -0.73 | -0.96 | 1.94 | 0.66 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||