| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.19 | 9,881 |
| 6 Month | 6.24 | 10,624 |
| 1 Year | 24.46 | 12,446 |
| 3 Year* | -1.39 | 9,589 |
| 5 Year* | 3.19 | 11,700 |
| 10 Year* | 5.16 | 16,539 |
| 15 Year* | 8.57 | 34,328 |
| 8.57 | 5.16 | 3.19 | -1.39 | 24.46 | 6.24 | -1.19 | -4.41 | -2.45 | Total Return % | ||
| 1.68 | 2.72 | 1.77 | 2.23 | 1.97 | 1.08 | -1.11 | 0.81 | 0.70 | +/- Moderate Allocation Category Trailing Return | ||
| 10 | 7 | 15 | 20 | 41 | 43 | 66 | 54 | 59 | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 0.36 | -0.90 | -1.05 | 1.99 | 0.42 | -1.74 | 0.40 | 0.19 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 1.28 | -0.09 | 1.88 | -2.32 | 0.71 | -0.86 | 2.50 | 2.21 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||