Prices & Performance

Daily Monthly Quarterly
Quarterly Multi-Firm Age-Based
Multi-Firm Age-Based as of September 30, 2024APYYTD Returns at NAV as of 9/30/2024Average Annual Total Returnsas of 9/30/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 4
Multi-Firm Age-Based Aggressive Portfolios
Age-Based Aggressive 0-2-17.04%30.69%7.39%12.02%-10.41%0.29%7/20/18
Age-Based Aggressive 3-5-15.96%29.09%6.67%11.17%9.84%10.04%0.29%12/17/10
Age-Based Aggressive 6-8-14.67%26.95%5.84%9.99%8.98%9.35%0.29%12/17/10
Age-Based Aggressive 9-10-13.44%25.02%4.95%8.82%-8.10%0.29%7/20/18
Age-Based Aggressive 11-12-12.04%22.79%4.24%7.76%7.29%7.59%0.28%12/17/10
Age-Based Aggressive 13-14-10.87%20.78%3.52%6.62%-6.40%0.27%7/20/18
Age-Based Aggressive 15-16-9.59%18.46%2.84%5.57%5.51%5.78%0.26%12/17/10
Age-Based Aggressive 17-18-8.44%16.17%2.38%4.63%-4.79%0.25%7/20/18
Age-Based Aggressive 19+-7.10%13.68%1.85%3.60%3.77%4.01%0.23%12/17/10
Multi-Firm Age-Based Moderate Portfolios
Age-Based Moderate 0-2-15.94%28.96%6.79%10.95%9.46%9.70%0.29%12/17/10
Age-Based Moderate 3-5-14.75%27.04%5.85%9.70%-8.81%0.29%7/20/18
Age-Based Moderate 6-8-13.34%24.93%4.93%8.47%7.64%7.85%0.29%12/17/10
Age-Based Moderate 9-10-12.06%22.77%4.25%7.40%-7.03%0.28%7/20/18
Age-Based Moderate 11-12-10.88%20.74%3.53%6.25%5.85%6.03%0.27%12/17/10
Age-Based Moderate 13-14-9.65%18.53%2.87%5.22%-5.27%0.26%7/20/18
Age-Based Moderate 15-16-8.44%16.16%2.36%4.24%4.09%4.24%0.25%12/17/10
Age-Based Moderate 17-18-7.11%13.75%1.85%3.14%-3.46%0.23%7/20/18
Age-Based Moderate 19+-5.84%10.84%1.66%2.11%-2.42%0.20%7/20/18
Multi-Firm Age-Based Conservative Portfolios
Age-Based Conservative 0-2-13.99%25.61%5.09%--6.65%0.29%12/4/20
Age-Based Conservative 3-5-12.59%23.36%4.43%--6.25%0.29%12/4/20
Age-Based Conservative 6-8-11.54%21.37%3.54%--4.19%0.28%12/4/20
Age-Based Conservative 9-10-9.77%18.71%2.64%--4.14%0.27%12/4/20
Age-Based Conservative 11-12-9.28%17.03%2.16%--3.53%0.26%12/4/20
Age-Based Conservative 13-14-7.63%14.14%2.18%--2.52%0.25%12/4/20
Age-Based Conservative 15-16-6.82%11.95%1.95%--2.06%0.23%12/4/20
Age-Based Conservative 17-18-5.78%8.60%2.46%--2.03%0.20%12/4/20
Age-Based Conservative 19+-5.07%6.43%3.82%--2.98%0.17%12/4/20

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