Prices & Performance

Daily Monthly Quarterly
Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of February 28, 2025APYYTD Returns at NAV as of 2/28/2025Average Annual Total Returnsas of 2/28/2025Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-3.20%14.46%8.29%12.58%-9.93%0.29%7/20/18
Age-Based Aggressive 3-5-3.25%13.93%7.60%11.64%9.24%9.82%0.29%12/17/10
Age-Based Aggressive 6-8-3.15%13.17%6.81%10.34%8.45%9.15%0.29%12/17/10
Age-Based Aggressive 9-10-3.09%12.33%5.91%9.02%-7.72%0.29%7/20/18
Age-Based Aggressive 11-12-2.94%11.44%5.21%7.87%6.84%7.43%0.28%12/17/10
Age-Based Aggressive 13-14-2.85%10.65%4.51%6.66%-6.13%0.27%7/20/18
Age-Based Aggressive 15-16-2.72%9.81%3.77%5.53%5.18%5.67%0.26%12/17/10
Age-Based Aggressive 17-18-2.43%8.95%3.27%4.53%-4.62%0.25%7/20/18
Age-Based Aggressive 19+-2.30%8.01%2.76%3.45%3.56%3.95%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-3.25%13.94%7.71%11.31%8.93%9.49%0.29%12/17/10
Age-Based Moderate 3-5-3.14%13.16%6.83%9.95%-8.42%0.29%7/20/18
Age-Based Moderate 6-8-3.06%12.32%5.88%8.60%7.20%7.69%0.29%12/17/10
Age-Based Moderate 9-10-2.95%11.50%5.22%7.46%-6.72%0.28%7/20/18
Age-Based Moderate 11-12-2.82%10.64%4.50%6.22%5.52%5.91%0.27%12/17/10
Age-Based Moderate 13-14-2.74%9.80%3.78%5.11%-5.06%0.26%7/20/18
Age-Based Moderate 15-16-2.52%8.93%3.28%4.10%3.88%4.18%0.25%12/17/10
Age-Based Moderate 17-18-2.30%8.04%2.77%2.99%-3.38%0.23%7/20/18
Age-Based Moderate 19+-2.00%7.01%2.51%2.03%-2.43%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-3.11%12.99%6.18%--6.25%0.29%12/4/20
Age-Based Conservative 3-5-3.16%12.10%5.52%--5.90%0.29%12/4/20
Age-Based Conservative 6-8-2.88%11.38%4.53%--4.00%0.28%12/4/20
Age-Based Conservative 9-10-2.88%10.16%3.64%--3.96%0.27%12/4/20
Age-Based Conservative 11-12-2.86%9.79%3.27%--3.40%0.26%12/4/20
Age-Based Conservative 13-14-2.68%8.68%3.22%--2.54%0.25%12/4/20
Age-Based Conservative 15-16-2.25%7.88%2.80%--2.10%0.23%12/4/20
Age-Based Conservative 17-18-1.87%6.74%3.05%--2.05%0.20%12/4/20
Age-Based Conservative 19+-1.34%5.57%4.28%--3.01%0.17%12/4/20

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