| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.08 | 9,892 |
| 6 Month | 6.40 | 10,640 |
| 1 Year | 21.96 | 12,196 |
| 3 Year* | -0.12 | 9,964 |
| 5 Year* | 4.29 | 12,337 |
| 10 Year* | 6.38 | 18,561 |
| 15 Year* | 9.50 | 39,013 |
| 9.50 | 6.38 | 4.29 | -0.12 | 21.96 | 6.40 | -1.08 | -4.25 | -2.36 | Total Return % | ||
| 2.61 | 3.94 | 2.87 | 3.50 | -0.53 | 1.24 | -1.00 | 0.97 | 0.79 | +/- Moderate Allocation Category Trailing Return | ||
| 5 | 3 | 5 | 9 | 60 | 37 | 60 | 43 | 52 | Percentile Rank in Category | ||
| -- | 176 | 227 | 262 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 1.58 | 0.20 | 0.22 | -0.51 | 0.58 | -1.63 | 0.56 | 0.28 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 2.50 | 1.01 | 3.15 | -4.82 | 0.87 | -0.75 | 2.66 | 2.30 | +/- Morningstar Moderately Aggr Target Risk Trailing Return | ||