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
8/1/25 to 10/31/25 |
1 Year
11/1/24 to 10/31/25 |
3 Years
11/1/22 to 10/31/25 |
5 Years
11/1/20 to 10/31/25
|
10 Years
11/1/15 to 10/31/25 |
| 3.67% |
10.10% |
9.79% |
5.34% |
N/A |