| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.51 | 10,051 |
| 6 Month | 5.55 | 10,555 |
| 1 Year | 16.46 | 11,646 |
| 3 Year* | -0.04 | 9,988 |
| 5 Year* | 2.90 | 11,537 |
| 10 Year* | 2.84 | 13,232 |
| 15 Year* | 7.09 | 27,940 |
| 7.09 | 2.84 | 2.90 | -0.04 | 16.46 | 5.55 | 0.51 | -2.68 | -1.23 | Total Return % | ||
| 1.39 | -0.51 | 0.43 | 0.22 | -3.46 | -0.06 | -0.37 | 0.24 | 0.20 | +/- Conservative Allocation Category Trailing Return | ||
| 19 | 61 | 45 | 51 | 77 | 63 | 38 | 53 | 61 | Percentile Rank in Category | ||
| -- | 59 | 106 | 139 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.96 | -1.19 | 0.30 | -6.01 | -0.27 | -0.04 | 2.13 | 1.41 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | -2.61 | -1.62 | -2.29 | -1.28 | -0.66 | -1.08 | -0.14 | -0.87 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||