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Prices & Performance
Monthly Multi-Firm Age-Based Multi-Firm Age-Based as of October 31, 2024 APY YTD Returns at NAV as of 10/31/2024 Average Annual Total Returnsas of 10/31/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since 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.
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