AVERAGE ANNUAL TOTAL RETURN as of
March 31, 2025
LIFE STAGE FUND
1 yr.
5 yr.
10 yr.
Since Inception
UNDER 30 LIFE STAGE FUND
RETURN - NET OF FEES
3.5766%
12.2608%
8.2646%
7.9831%
30s LIFE STAGE FUND
3.5926%
10.5179%
7.3487%
7.4006%
40s LIFE STAGE FUND
3.5461%
8.7995%
6.3887%
6.7961%
50s LIFE STAGE FUND
3.4196%
8.4534%
5.9161%
5.8547%
60s PLUS LIFE STAGE FUND
3.9160%
6.3234%
4.7979%
4.8404%
December 31, 2024
13.7362%
9.0808%
8.8240%
8.2770%
11.7396%
7.7756%
7.8168%
7.6404%
9.7121%
6.4513%
6.7729%
6.9830%
9.0687%
6.6155%
6.2224%
6.0207%
7.0590%
5.1949%
4.9544%
4.9334%
September 30, 2024
23.9285%
10.3049%
9.2444%
8.3731%
21.7690%
8.9125%
8.2412%
7.7543%
19.5331%
7.4981%
7.2020%
7.1146%
13.7245%
7.2394%
6.4045%
6.0589%
9.8644%
5.5889%
5.0552%
4.9578%
June 30, 2024
12.6410%
9.3238%
8.6124%
8.1655%
10.9033%
8.0006%
7.6270%
7.5468%
9.1072%
6.6482%
6.6026%
6.9066%
7.8914%
6.6829%
6.0419%
5.9493%
5.9156%
5.2411%
4.8147%
4.8827%