Prices & Performance

Monthly Static
Static as of November 30, 2023YTD Returns at NAV as of 11/30/2023Average Annual Total Returnsas of 11/30/2023Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 2
Core Portfolios
Core Aggressive Static13.39%9.13%3.91%--6.29%0.19%11/18/19
Core Growth Static11.31%7.74%2.49%--4.86%0.19%11/18/19
Core Moderate Growth Static8.47%5.92%0.57%--3.01%0.19%11/18/19
Core Moderate Static7.12%5.04%-0.43%--2.00%0.19%11/18/19
Core Conservative Static4.89%3.41%-1.60%--0.76%0.18%11/18/19
Socially Aware Portfolios
Socially Aware Aggressive Static12.92%8.50%3.41%--6.20%0.31%11/18/19
Socially Aware Growth Static10.77%7.22%1.90%--4.69%0.29%11/18/19
Socially Aware Moderate Growth Static8.26%5.62%0.27%--3.01%0.26%11/18/19
Socially Aware Moderate Static6.81%4.74%-0.67%--2.00%0.24%11/18/19
Socially Aware Conservative Static4.89%3.41%-1.72%--0.74%0.21%11/18/19

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