Prices & Performance

Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of June 30, 2024APYYTD Returns at NAV as of 6/30/2024Average Annual Total Returnsas of 6/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-9.12%17.72%4.56%10.58%-9.57%0.29%7/20/18
Age-Based Aggressive 3-5-8.09%16.42%3.91%9.76%8.90%9.66%0.29%12/17/10
Age-Based Aggressive 6-8-7.25%15.09%3.25%8.72%8.09%8.99%0.29%12/17/10
Age-Based Aggressive 9-10-6.23%13.50%2.46%7.61%-7.27%0.29%7/20/18
Age-Based Aggressive 11-12-5.31%12.14%1.93%6.66%6.48%7.25%0.28%12/17/10
Age-Based Aggressive 13-14-4.53%10.95%1.38%5.62%-5.63%0.27%7/20/18
Age-Based Aggressive 15-16-3.69%9.46%0.87%4.66%4.80%5.46%0.26%12/17/10
Age-Based Aggressive 17-18-3.08%8.33%0.64%3.83%-4.11%0.25%7/20/18
Age-Based Aggressive 19+-2.30%6.95%0.31%2.93%3.19%3.73%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-8.12%16.31%4.05%9.61%8.53%9.32%0.29%12/17/10
Age-Based Moderate 3-5-7.27%15.05%3.26%8.45%-7.97%0.29%7/20/18
Age-Based Moderate 6-8-6.15%13.45%2.45%7.29%6.79%7.48%0.29%12/17/10
Age-Based Moderate 9-10-5.29%12.19%1.93%6.33%-6.22%0.28%7/20/18
Age-Based Moderate 11-12-4.55%10.88%1.39%5.26%5.10%5.68%0.27%12/17/10
Age-Based Moderate 13-14-3.67%9.40%0.89%4.30%-4.51%0.26%7/20/18
Age-Based Moderate 15-16-3.06%8.26%0.62%3.46%3.46%3.93%0.25%12/17/10
Age-Based Moderate 17-18-2.34%6.96%0.31%2.45%-2.82%0.23%7/20/18
Age-Based Moderate 19+-1.92%5.76%0.42%1.53%-1.88%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-6.60%13.86%2.55%--5.14%0.29%12/4/20
Age-Based Conservative 3-5-5.63%12.42%2.05%--4.82%0.29%12/4/20
Age-Based Conservative 6-8-4.86%11.08%1.31%--2.70%0.28%12/4/20
Age-Based Conservative 9-10-3.57%9.41%0.58%--2.76%0.27%12/4/20
Age-Based Conservative 11-12-3.35%8.19%0.25%--2.18%0.26%12/4/20
Age-Based Conservative 13-14-2.54%7.25%0.55%--1.32%0.25%12/4/20
Age-Based Conservative 15-16-2.08%5.93%0.55%--0.91%0.23%12/4/20
Age-Based Conservative 17-18-1.86%4.93%1.21%--1.10%0.20%12/4/20
Age-Based Conservative 19+-2.54%5.19%2.97%--2.49%0.17%12/4/20

For optimal print quality, turn on "Background graphics" in your print options.

Print

Ready to open your account?

Enroll Today