- Learn
Prices & Performance
Monthly Age-Based Age-Based as of November 30, 2023 YTD Returns at NAV as of 11/30/2023 Average Annual Total Returnsas of 11/30/2023 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 2 Core Portfolios Age-Based Core 0-2 16.47% 10.97% 6.05% - - 8.43% 0.18% 11/18/19 Age-Based Core 3-5 15.06% 10.04% 5.06% - - 7.46% 0.18% 11/18/19 Age-Based Core 6-8 13.63% 9.21% 4.17% - - 6.55% 0.18% 11/18/19 Age-Based Core 9-10 12.21% 8.32% 3.33% - - 5.69% 0.18% 11/18/19 Age-Based Core 11-12 10.91% 7.56% 2.64% - - 4.84% 0.19% 11/18/19 Age-Based Core 13-14 9.53% 6.74% 1.98% - - 4.01% 0.20% 11/18/19 Age-Based Core 15-16 8.11% 5.89% 1.27% - - 3.14% 0.20% 11/18/19 Age-Based Core 17-18 6.73% 5.09% 0.52% - - 2.25% 0.21% 11/18/19 Age-Based Core 19+ 5.56% 4.52% 0.22% - - 1.53% 0.22% 11/18/19 Socially Aware Portfolios Age-Based Socially Aware 0-2 15.92% 10.22% 5.61% - - 8.50% 0.31% 11/18/19 Age-Based Socially Aware 3-5 14.30% 9.16% 4.50% - - 7.40% 0.30% 11/18/19 Age-Based Socially Aware 6-8 12.99% 8.36% 3.82% - - 6.61% 0.29% 11/18/19 Age-Based Socially Aware 9-10 11.71% 7.76% 2.94% - - 5.69% 0.27% 11/18/19 Age-Based Socially Aware 11-12 10.36% 6.96% 2.42% - - 4.92% 0.27% 11/18/19 Age-Based Socially Aware 13-14 9.09% 6.23% 1.82% - - 4.10% 0.26% 11/18/19 Age-Based Socially Aware 15-16 7.79% 5.48% 1.08% - - 3.19% 0.25% 11/18/19 Age-Based Socially Aware 17-18 6.53% 4.79% 0.40% - - 2.23% 0.24% 11/18/19 Age-Based Socially Aware 19+ 5.35% 4.42% 0.16% - - 1.53% 0.24% 11/18/19 Looking for something specific?
Ready to get started?
Enroll Today