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Prices & Performance
Monthly Static Static as of March 31, 2024 APY YTD Returns at NAV as of 3/31/2024 Average Annual Total Returnsas of 3/31/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Static Portfolios All Equity Static - 7.35% 23.02% 6.52% 10.93% - 9.70% 0.29% 7/20/18 Growth Static - 5.79% 18.90% 4.90% 9.10% 8.39% 9.05% 0.29% 12/17/10 Balanced Static - 3.48% 12.65% 2.45% 5.95% - 5.65% 0.27% 7/20/18 Conservative Static - 1.37% 6.74% 0.77% 3.19% 3.34% 3.73% 0.23% 12/17/10 Bank Savings StaticFootnote 2 5.53% 1.31% 5.43% 2.82% 2.08% 1.37% 1.21% 0.10% 10/17/11 Looking for something specific?
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