Prices & Performance

Daily Monthly Quarterly
Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of November 30, 2024APYYTD Returns at NAV as of 11/30/2024Average Annual Total Returnsas of 11/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-19.00%25.78%7.18%11.28%-10.41%0.29%7/20/18
Age-Based Aggressive 3-5-17.55%24.05%6.39%10.42%9.54%10.02%0.29%12/17/10
Age-Based Aggressive 6-8-16.10%22.21%5.61%9.35%8.71%9.33%0.29%12/17/10
Age-Based Aggressive 9-10-14.49%20.32%4.68%8.21%-8.03%0.29%7/20/18
Age-Based Aggressive 11-12-12.86%18.31%3.97%7.22%7.02%7.56%0.28%12/17/10
Age-Based Aggressive 13-14-11.40%16.45%3.22%6.14%-6.30%0.27%7/20/18
Age-Based Aggressive 15-16-9.89%14.42%2.54%5.15%5.27%5.73%0.26%12/17/10
Age-Based Aggressive 17-18-8.60%12.49%2.13%4.29%-4.69%0.25%7/20/18
Age-Based Aggressive 19+-7.04%10.45%1.62%3.32%3.56%3.96%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-17.53%24.00%6.52%10.33%9.20%9.68%0.29%12/17/10
Age-Based Moderate 3-5-16.18%22.27%5.63%9.16%-8.78%0.29%7/20/18
Age-Based Moderate 6-8-14.42%20.27%4.67%7.99%7.40%7.83%0.29%12/17/10
Age-Based Moderate 9-10-12.94%18.46%4.01%6.99%-6.97%0.28%7/20/18
Age-Based Moderate 11-12-11.38%16.39%3.23%5.86%5.62%5.99%0.27%12/17/10
Age-Based Moderate 13-14-9.97%14.49%2.57%4.90%-5.17%0.26%7/20/18
Age-Based Moderate 15-16-8.62%12.50%2.11%4.00%3.90%4.20%0.25%12/17/10
Age-Based Moderate 17-18-7.03%10.44%1.62%2.95%-3.36%0.23%7/20/18
Age-Based Moderate 19+-5.75%8.19%1.51%2.01%-2.34%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-15.42%21.30%5.02%--6.69%0.29%12/4/20
Age-Based Conservative 3-5-13.66%19.14%4.23%--6.23%0.29%12/4/20
Age-Based Conservative 6-8-12.39%17.38%3.32%--4.21%0.28%12/4/20
Age-Based Conservative 9-10-10.34%14.94%2.41%--4.10%0.27%12/4/20
Age-Based Conservative 11-12-9.57%13.44%1.90%--3.45%0.26%12/4/20
Age-Based Conservative 13-14-7.83%11.17%2.05%--2.46%0.25%12/4/20
Age-Based Conservative 15-16-6.92%9.38%1.85%--1.99%0.23%12/4/20
Age-Based Conservative 17-18-5.58%6.93%2.40%--1.90%0.20%12/4/20
Age-Based Conservative 19+-5.16%5.64%3.85%--2.88%0.17%12/4/20

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