Prices & Performance

Daily Monthly Quarterly
Quarterly Multi-Firm Age-Based
Multi-Firm Age-Based as of December 31, 2024APYYTD Returns at NAV as of 12/31/2024Average Annual Total Returnsas of 12/31/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-14.82%14.82%4.45%9.83%-9.66%0.29%7/20/18
Age-Based Aggressive 3-5-13.64%13.64%3.90%9.06%9.25%9.69%0.29%12/17/10
Age-Based Aggressive 6-8-12.43%12.43%3.36%8.11%8.44%9.02%0.29%12/17/10
Age-Based Aggressive 9-10-11.06%11.06%2.65%7.08%-7.42%0.29%7/20/18
Age-Based Aggressive 11-12-9.84%9.84%2.22%6.24%6.80%7.30%0.28%12/17/10
Age-Based Aggressive 13-14-8.76%8.76%1.75%5.30%-5.82%0.27%7/20/18
Age-Based Aggressive 15-16-7.57%7.57%1.28%4.43%5.10%5.53%0.26%12/17/10
Age-Based Aggressive 17-18-6.73%6.73%1.17%3.72%-4.35%0.25%7/20/18
Age-Based Aggressive 19+-5.60%5.60%0.92%2.88%3.47%3.83%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-13.62%13.62%4.01%9.04%8.91%9.36%0.29%12/17/10
Age-Based Moderate 3-5-12.51%12.51%3.35%7.98%-8.12%0.29%7/20/18
Age-Based Moderate 6-8-11.02%11.02%2.64%6.93%7.15%7.55%0.29%12/17/10
Age-Based Moderate 9-10-9.85%9.85%2.24%6.06%-6.42%0.28%7/20/18
Age-Based Moderate 11-12-8.75%8.75%1.76%5.09%5.43%5.77%0.27%12/17/10
Age-Based Moderate 13-14-7.58%7.58%1.29%4.24%-4.75%0.26%7/20/18
Age-Based Moderate 15-16-6.66%6.66%1.11%3.47%3.76%4.04%0.25%12/17/10
Age-Based Moderate 17-18-5.64%5.64%0.92%2.57%-3.10%0.23%7/20/18
Age-Based Moderate 19+-4.84%4.84%1.10%1.78%-2.18%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-11.77%11.77%2.90%--5.71%0.29%12/4/20
Age-Based Conservative 3-5-10.36%10.36%2.46%--5.34%0.29%12/4/20
Age-Based Conservative 6-8-9.44%9.44%1.77%--3.44%0.28%12/4/20
Age-Based Conservative 9-10-7.71%7.71%1.07%--3.40%0.27%12/4/20
Age-Based Conservative 11-12-7.18%7.18%0.79%--2.82%0.26%12/4/20
Age-Based Conservative 13-14-5.97%5.97%1.20%--1.98%0.25%12/4/20
Age-Based Conservative 15-16-5.53%5.53%1.31%--1.63%0.23%12/4/20
Age-Based Conservative 17-18-4.80%4.80%2.14%--1.67%0.20%12/4/20
Age-Based Conservative 19+-5.07%5.07%3.82%--2.80%0.17%12/4/20

For optimal print quality, turn on "Background graphics" in your print options.

Print

Ready to open your account?

Enroll Today