| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.00 | 9,900 |
| 6 Month | 6.06 | 10,606 |
| 1 Year | 21.35 | 12,135 |
| 3 Year* | -2.86 | 9,166 |
| 5 Year* | 2.28 | 11,193 |
| 10 Year* | 2.79 | 13,168 |
| 15 Year* | 7.39 | 29,138 |
| 7.39 | 2.79 | 2.28 | -2.86 | 21.35 | 6.06 | -1.00 | -3.99 | -2.09 | Total Return % | ||
| 0.50 | 0.35 | 0.86 | 0.76 | -1.14 | 0.90 | -0.92 | 1.23 | 1.06 | +/- Moderate Allocation Category Trailing Return | ||
| 32 | 40 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -2.01 | -1.81 | -2.52 | -1.12 | 0.24 | -1.55 | 0.82 | 0.55 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -1.09 | -1.00 | 0.41 | -5.43 | 0.53 | -0.67 | 2.92 | 2.57 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||