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The Moderate Portfolio is designed for investors with a moderate risk tolerance who are willing to accept normal portfolio volatility to achieve higher returns.
The Very Conservative Portfolio is designed for investors willing to accept lower investment performance in exchange for lower portfolio volatilty.
The Conservative Portfolio is designed for investors with a low-to-moderate risk tolerance who can handle some short-term portfolio volatility.
The Moderate Portfolio is designed for investors with a moderate risk tolerance who are willing to accept normal portfolio volatility to achieve higher returns.
The Aggressive Portfolio is designed for investors with an aggressive risk tolerance who can handle greater short-term portfolio volatility to achieve higher returns.
The Very Aggressive Portfolio is designed for investors with the highest risk tolerance who can handle higher portfolio volatility to maximize performance potential.
Since 3.55%Inception |
5.64% | 7.74% | 9.74% | 11.70% |
3 Year 2.85% |
5.16% | 7.46% | 9.75% | 12.03% |
1 Year 0.64% |
1.83% | 2.96% | 4.04% | 5.08% |
Year to -0.57%Date |
-0.54% | -0.54% | -0.56% | -0.60% |
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*Performance ending September 30, 2018.
Since Inception date is January 1, 2013.
Year to Date is from January of this year.
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