Prices & Performance

Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of October 31, 2024APYYTD Returns at NAV as of 10/31/2024Average Annual Total Returnsas of 10/31/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-14.44%31.51%4.87%11.02%-9.87%0.29%7/20/18
Age-Based Aggressive 3-5-13.39%29.67%4.34%10.20%9.33%9.79%0.29%12/17/10
Age-Based Aggressive 6-8-12.20%27.31%3.74%9.10%8.51%9.12%0.29%12/17/10
Age-Based Aggressive 9-10-10.92%25.12%3.03%7.97%-7.60%0.29%7/20/18
Age-Based Aggressive 11-12-9.67%22.79%2.52%6.98%6.85%7.38%0.28%12/17/10
Age-Based Aggressive 13-14-8.60%20.56%2.02%5.92%-5.96%0.27%7/20/18
Age-Based Aggressive 15-16-7.47%18.16%1.51%4.93%5.14%5.59%0.26%12/17/10
Age-Based Aggressive 17-18-6.57%15.62%1.30%4.09%-4.44%0.25%7/20/18
Age-Based Aggressive 19+-5.42%13.06%1.00%3.14%3.47%3.87%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-13.39%29.62%4.47%10.04%8.98%9.46%0.29%12/17/10
Age-Based Moderate 3-5-12.24%27.31%3.75%8.85%-8.30%0.29%7/20/18
Age-Based Moderate 6-8-10.86%25.14%3.01%7.68%7.20%7.63%0.29%12/17/10
Age-Based Moderate 9-10-9.71%22.83%2.53%6.69%-6.57%0.28%7/20/18
Age-Based Moderate 11-12-8.61%20.53%2.02%5.59%5.47%5.83%0.27%12/17/10
Age-Based Moderate 13-14-7.50%18.19%1.53%4.63%-4.86%0.26%7/20/18
Age-Based Moderate 15-16-6.54%15.61%1.27%3.75%3.77%4.08%0.25%12/17/10
Age-Based Moderate 17-18-5.46%13.08%1.03%2.72%-3.16%0.23%7/20/18
Age-Based Moderate 19+-4.65%10.26%1.13%1.84%-2.21%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-11.50%25.78%3.20%--5.90%0.29%12/4/20
Age-Based Conservative 3-5-10.18%23.33%2.70%--5.53%0.29%12/4/20
Age-Based Conservative 6-8-9.15%20.97%1.96%--3.52%0.28%12/4/20
Age-Based Conservative 9-10-7.52%18.25%1.28%--3.50%0.27%12/4/20
Age-Based Conservative 11-12-7.08%16.15%0.97%--2.92%0.26%12/4/20
Age-Based Conservative 13-14-5.77%13.39%1.29%--2.01%0.25%12/4/20
Age-Based Conservative 15-16-5.24%10.91%1.28%--1.62%0.23%12/4/20
Age-Based Conservative 17-18-4.51%7.32%2.04%--1.67%0.20%12/4/20
Age-Based Conservative 19+-4.60%5.48%3.65%--2.80%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