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
2/1/25 to 4/30/25 |
1 Year
5/1/24 to 4/30/25 |
3 Years
5/1/22 to 4/30/25 |
5 Years
5/1/20 to 4/30/25
|
10 Years
5/1/15 to 4/30/25 |
0.65% |
8.65% |
5.46% |
4.86% |
N/A |