| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -0.12 | 9,988 |
| 6 Month | 6.32 | 10,632 |
| 1 Year | 20.55 | 12,055 |
| 3 Year* | -1.32 | 9,609 |
| 5 Year* | 2.62 | 11,380 |
| 10 Year* | 2.75 | 13,117 |
| 15 Year* | 7.61 | 30,046 |
| 7.61 | 2.75 | 2.62 | -1.32 | 20.55 | 6.32 | -0.12 | -3.60 | -1.71 | Total Return % | ||
| 0.72 | 0.31 | 1.20 | 2.30 | -1.94 | 1.16 | -0.04 | 1.62 | 1.44 | +/- Moderate Allocation Category Trailing Return | ||
| 25 | 41 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -2.05 | -1.47 | -0.98 | -1.92 | 0.50 | -0.67 | 1.21 | 0.93 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -1.13 | -0.66 | 1.95 | -6.23 | 0.79 | 0.21 | 3.31 | 2.95 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||