| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.50 | 10,550 |
| 6 Month | 14.05 | 11,405 |
| 1 Year | 18.90 | 11,890 |
| 3 Year* | 9.87 | 13,263 |
| 5 Year* | 4.46 | 12,438 |
| 10 Year* | 6.73 | 19,181 |
| 15 Year* | -- | -- |
| -- | 6.73 | 4.46 | 9.87 | 18.90 | 14.05 | 5.50 | 4.72 | 9.81 | Total Return % | ||
| -- | -0.06 | 0.02 | -0.61 | -0.25 | 0.08 | -0.16 | 0.03 | 0.12 | +/- Moderate Allocation Category Trailing Return | ||
| -- | 51 | 53 | 66 | 56 | 52 | 57 | 50 | 52 | Percentile Rank in Category | ||
| -- | 143 | 197 | 217 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.59 | -0.58 | -0.54 | 2.21 | 1.93 | 1.13 | 1.87 | 1.87 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -2.51 | -0.19 | -2.15 | -2.90 | -2.58 | -0.11 | 0.70 | -0.84 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||