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
6/1/24 to 8/31/24 |
1 Year
9/1/23 to 8/31/24 |
3 Years
9/1/21 to 8/31/24 |
5 Years
9/1/19 to 8/31/24
|
10 Years
9/1/14 to 8/31/24 |
4.05% |
11.53% |
1.95% |
4.62% |
N/A |