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Prices & Performance
Quarterly Multi-Firm Age-Based Multi-Firm Age-Based 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 Multi-Firm Age-Based Aggressive Portfolios Age-Based Aggressive 0-2 - 8.45% 17.57% 7.37% 6.63% - 6.86% 0.27% 7/20/18 Age-Based Aggressive 3-5 - 7.62% 15.67% 6.43% 6.18% 8.38% 8.66% 0.27% 12/17/10 Age-Based Aggressive 6-8 - 6.93% 14.21% 5.16% 5.64% 7.60% 8.07% 0.27% 12/17/10 Age-Based Aggressive 9-10 - 5.80% 12.32% 3.89% 4.95% - 5.10% 0.27% 7/20/18 Age-Based Aggressive 11-12 - 5.03% 10.71% 2.94% 4.41% 6.04% 6.48% 0.26% 12/17/10 Age-Based Aggressive 13-14 - 4.38% 9.26% 1.85% 3.70% - 3.82% 0.26% 7/20/18 Age-Based Aggressive 15-16 - 3.51% 7.64% 1.02% 3.15% 4.42% 4.84% 0.25% 12/17/10 Age-Based Aggressive 17-18 - 3.05% 6.29% 0.35% 2.65% - 2.73% 0.23% 7/20/18 Age-Based Aggressive 19+ - 2.37% 4.85% -0.37% 2.12% 2.90% 3.29% 0.23% 12/17/10 Multi-Firm Age-Based Moderate Portfolios Age-Based Moderate 0-2 - 7.72% 16.01% 6.12% 6.22% 7.90% 8.31% 0.27% 12/17/10 Age-Based Moderate 3-5 - 6.84% 14.10% 4.74% 5.46% - 5.60% 0.27% 7/20/18 Age-Based Moderate 6-8 - 5.83% 12.33% 3.50% 4.74% 6.21% 6.62% 0.27% 12/17/10 Age-Based Moderate 9-10 - 5.09% 10.81% 2.55% 4.12% - 4.23% 0.26% 7/20/18 Age-Based Moderate 11-12 - 4.39% 9.31% 1.44% 3.42% 4.56% 4.95% 0.26% 12/17/10 Age-Based Moderate 13-14 - 3.48% 7.61% 0.61% 2.83% - 2.88% 0.25% 7/20/18 Age-Based Moderate 15-16 - 2.97% 6.27% -0.07% 2.31% 3.00% 3.36% 0.23% 12/17/10 Age-Based Moderate 17-18 - 2.26% 4.83% -0.79% 1.54% - 1.58% 0.23% 7/20/18 Age-Based Moderate 19+ - 2.05% 3.87% -1.00% 0.84% - 0.87% 0.22% 7/20/18 Multi-Firm Age-Based Conservative Portfolios Age-Based Conservative 0-2 - 5.83% 12.50% - - - 0.60% 0.27% 12/4/20 Age-Based Conservative 3-5 - 5.15% 10.38% - - - 0.74% 0.26% 12/4/20 Age-Based Conservative 6-8 - 4.45% 9.31% - - - -1.33% 0.26% 12/4/20 Age-Based Conservative 9-10 - 3.58% 7.90% - - - -0.61% 0.25% 12/4/20 Age-Based Conservative 11-12 - 2.42% 5.98% - - - -0.89% 0.23% 12/4/20 Age-Based Conservative 13-14 - 2.67% 5.25% - - - -1.33% 0.23% 12/4/20 Age-Based Conservative 15-16 - 1.90% 3.76% - - - -1.26% 0.22% 12/4/20 Age-Based Conservative 17-18 - 2.26% 3.33% - - - -0.21% 0.20% 12/4/20 Age-Based Conservative 19+ - 3.55% 4.47% - - - 1.78% 0.21% 12/4/20 Looking for something specific?
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