| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -0.12 | 9,988 |
| 6 Month | 5.87 | 10,587 |
| 1 Year | 18.18 | 11,818 |
| 3 Year* | -0.38 | 9,886 |
| 5 Year* | 2.96 | 11,570 |
| 10 Year* | 3.73 | 14,423 |
| 15 Year* | 7.10 | 27,980 |
| 7.10 | 3.73 | 2.96 | -0.38 | 18.18 | 5.87 | -0.12 | -2.28 | -0.86 | Total Return % | ||
| 1.40 | 0.38 | 0.49 | -0.12 | -1.74 | 0.26 | -1.00 | 0.64 | 0.57 | +/- Conservative Allocation Category Trailing Return | ||
| 16 | 39 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 59 | 106 | 139 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.07 | -1.13 | -0.04 | -4.29 | 0.05 | -0.67 | 2.53 | 1.78 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -1.72 | -1.56 | -2.63 | 0.44 | -0.34 | -1.71 | 0.26 | -0.50 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||