Prices & Performance

Daily Monthly Quarterly
Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of March 31, 2024APYYTD Returns at NAV as of 3/31/2024Average Annual Total Returnsas of 3/31/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-7.41%22.83%6.57%10.94%-9.71%0.29%7/20/18
Age-Based Aggressive 3-5-6.51%20.88%5.77%10.15%9.22%9.73%0.29%12/17/10
Age-Based Aggressive 6-8-5.78%18.83%4.93%9.14%8.40%9.06%0.29%12/17/10
Age-Based Aggressive 9-10-4.90%16.51%3.96%8.01%-7.36%0.29%7/20/18
Age-Based Aggressive 11-12-4.12%14.46%3.26%7.07%6.75%7.30%0.28%12/17/10
Age-Based Aggressive 13-14-3.40%12.54%2.53%5.98%-5.68%0.27%7/20/18
Age-Based Aggressive 15-16-2.68%10.39%1.83%5.01%5.02%5.49%0.26%12/17/10
Age-Based Aggressive 17-18-2.11%8.60%1.39%4.15%-4.12%0.25%7/20/18
Age-Based Aggressive 19+-1.37%6.74%0.79%3.20%3.35%3.73%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-6.50%20.78%5.92%10.00%8.83%9.38%0.29%12/17/10
Age-Based Moderate 3-5-5.85%18.89%4.94%8.83%-8.08%0.29%7/20/18
Age-Based Moderate 6-8-4.83%16.46%3.96%7.68%7.05%7.53%0.29%12/17/10
Age-Based Moderate 9-10-4.12%14.52%3.26%6.68%-6.29%0.28%7/20/18
Age-Based Moderate 11-12-3.41%12.56%2.53%5.58%5.31%5.71%0.27%12/17/10
Age-Based Moderate 13-14-2.63%10.35%1.82%4.61%-4.53%0.26%7/20/18
Age-Based Moderate 15-16-2.08%8.63%1.37%3.75%3.61%3.93%0.25%12/17/10
Age-Based Moderate 17-18-1.30%6.65%0.78%2.64%-2.76%0.23%7/20/18
Age-Based Moderate 19+-0.91%5.12%0.64%1.61%-1.78%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-5.08%16.68%4.00%--5.08%0.29%12/4/20
Age-Based Conservative 3-5-4.29%14.58%3.32%--4.78%0.29%12/4/20
Age-Based Conservative 6-8-3.62%12.72%1.65%--2.54%0.28%12/4/20
Age-Based Conservative 9-10-2.73%10.49%2.00%--2.71%0.27%12/4/20
Age-Based Conservative 11-12-2.30%8.50%0.99%--2.03%0.26%12/4/20
Age-Based Conservative 13-14-1.57%7.10%1.02%--1.13%0.25%12/4/20
Age-Based Conservative 15-16-1.19%5.34%0.83%--0.72%0.23%12/4/20
Age-Based Conservative 17-18-0.88%4.13%1.09%--0.89%0.20%12/4/20
Age-Based Conservative 19+-1.41%5.35%2.60%--2.34%0.17%12/4/20

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