| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 0.42 | 10,042 |
| 6 Month | 6.72 | 10,672 |
| 1 Year | 18.99 | 11,899 |
| 3 Year* | 2.85 | 10,880 |
| 5 Year* | 4.52 | 12,474 |
| 10 Year* | 7.03 | 19,727 |
| 15 Year* | 8.61 | 34,518 |
| 8.61 | 7.03 | 4.52 | 2.85 | 18.99 | 6.72 | 0.42 | -1.75 | -0.74 | Total Return % | ||
| 2.91 | 3.68 | 2.05 | 3.11 | -0.93 | 1.11 | -0.46 | 1.17 | 0.69 | +/- Conservative Allocation Category Trailing Return | ||
| 1 | 5 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 59 | 106 | 139 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 2.23 | 0.43 | 3.19 | -3.48 | 0.90 | -0.13 | 3.06 | 1.90 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| -- | 1.58 | 0.00 | 0.60 | 1.25 | 0.51 | -1.17 | 0.79 | -0.38 | +/- Morningstar Moderately Cons Target Risk Trailing Return | ||