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
12/1/23 to 2/29/24 |
1 Year
3/1/23 to 2/29/24 |
3 Years
3/1/21 to 2/29/24 |
5 Years
3/1/19 to 2/29/24
|
10 Years
3/1/14 to 2/29/24 |
4.16% |
10.14% |
1.60% |
4.17% |
N/A |