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
6/1/23 to 8/31/23 |
1 Year
9/1/22 to 8/31/23 |
3 Years
9/1/20 to 8/31/23 |
5 Years
9/1/18 to 8/31/23
|
10 Years
9/1/13 to 8/31/23 |
2.07% |
5.01% |
1.30% |
3.12% |
N/A |