The Balanced Fund began as of January 1, 2018, so some historical returns are not yet available. Historical investment performance for the Bond Fund is available in a separate table.
Quarter
5/1/25 to 7/31/25 |
1 Year
8/1/24 to 7/31/25 |
3 Years
8/1/22 to 7/31/25 |
5 Years
8/1/20 to 7/31/25
|
10 Years
8/1/15 to 7/31/25 |
3.64% |
7.55% |
6.71% |
4.61% |
N/A |