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Prices & Performance
Monthly Static Static as of September 29, 2023 APY YTD Returns at NAV as of 9/29/2023 Average Annual Total Returnsas of 9/29/2023 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Static Portfolios All Equity Static - 8.62% 17.68% 7.34% 6.61% - 6.85% 0.27% 7/20/18 Growth Static - 6.89% 14.13% 5.12% 5.62% 7.59% 8.07% 0.27% 12/17/10 Balanced Static - 4.39% 9.18% 1.80% 3.67% - 3.79% 0.26% 7/20/18 Conservative Static - 2.30% 4.79% -0.39% 2.11% 2.89% 3.28% 0.23% 12/17/10 Bank Savings StaticFootnote 2 5.53% 3.77% 4.63% 1.96% 1.67% 1.12% 1.03% 0.10% 10/17/11 Looking for something specific?
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