Prices & Performance

Daily Monthly Quarterly
Monthly Multi-Firm Age-Based
Multi-Firm Age-Based as of April 30, 2024APYYTD Returns at NAV as of 4/30/2024Average Annual Total Returnsas of 4/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-3.36%16.51%3.68%9.42%-8.84%0.29%7/20/18
Age-Based Aggressive 3-5-2.64%14.99%3.04%8.69%8.80%9.36%0.29%12/17/10
Age-Based Aggressive 6-8-2.07%13.24%2.41%7.79%7.98%8.71%0.29%12/17/10
Age-Based Aggressive 9-10-1.33%11.29%1.64%6.77%-6.61%0.29%7/20/18
Age-Based Aggressive 11-12-0.82%9.74%1.15%5.94%6.36%6.99%0.28%12/17/10
Age-Based Aggressive 13-14-0.38%8.24%0.66%5.00%-5.05%0.27%7/20/18
Age-Based Aggressive 15-16--0.05%6.63%0.19%4.16%4.69%5.24%0.26%12/17/10
Age-Based Aggressive 17-18--0.24%5.35%-3.43%-3.64%0.25%7/20/18
Age-Based Aggressive 19+--0.56%4.14%-0.31%2.64%3.08%3.56%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-2.62%14.87%3.17%8.61%8.39%9.02%0.29%12/17/10
Age-Based Moderate 3-5-2.04%13.17%2.40%7.54%-7.28%0.29%7/20/18
Age-Based Moderate 6-8-1.32%11.27%1.64%6.51%6.64%7.21%0.29%12/17/10
Age-Based Moderate 9-10-0.81%9.77%1.14%5.64%-5.61%0.28%7/20/18
Age-Based Moderate 11-12-0.45%8.31%0.67%4.67%4.95%5.44%0.27%12/17/10
Age-Based Moderate 13-14--6.67%0.21%3.83%-3.99%0.26%7/20/18
Age-Based Moderate 15-16--0.24%5.38%-0.02%3.08%3.30%3.73%0.25%12/17/10
Age-Based Moderate 17-18--0.52%4.14%-0.29%2.13%-2.40%0.23%7/20/18
Age-Based Moderate 19+--0.37%3.28%-0.09%1.27%-1.53%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-1.43%11.36%1.66%--3.87%0.29%12/4/20
Age-Based Conservative 3-5-0.80%9.74%1.18%--3.63%0.29%12/4/20
Age-Based Conservative 6-8-0.38%8.15%-0.28%--1.53%0.28%12/4/20
Age-Based Conservative 9-10--0.75%5.97%---1.61%0.27%12/4/20
Age-Based Conservative 11-12--0.29%5.00%-0.51%--1.22%0.26%12/4/20
Age-Based Conservative 13-14--0.59%4.17%-0.16%--0.47%0.25%12/4/20
Age-Based Conservative 15-16--0.79%2.85%-0.17%--0.12%0.23%12/4/20
Age-Based Conservative 17-18--0.39%2.40%0.56%--0.50%0.20%12/4/20
Age-Based Conservative 19+-1.13%4.63%2.50%--2.20%0.17%12/4/20

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