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
8/1/23 to 10/31/23 |
1 Year
11/1/22 to 10/31/23 |
3 Years
11/1/20 to 10/31/23 |
5 Years
11/1/18 to 10/31/23
|
10 Years
11/1/13 to 10/31/23 |
(3.44%) |
5.06% |
0.98% |
3.06% |
N/A |