Prices & Performance

Daily Monthly Quarterly
Quarterly Multi-Firm Age-Based
Multi-Firm Age-Based as of September 29, 2023APYYTD Returns at NAV as of 9/29/2023Average Annual Total Returnsas of 9/29/2023Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince 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

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