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Prices & Performance
Quarterly Index Age-Based Index Age-Based as of March 31, 2024 APY YTD Returns at NAV as of 3/31/2024 Average Annual Total Returnsas of 3/31/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Index Age-Based Aggressive Portfolios Aggressive Age-Based (Index Strategy) 0-2 - 7.11% 21.75% 6.31% 10.56% - 9.63% 0.11% 7/17/17 Aggressive Age-Based (Index Strategy) 3-5 - 6.45% 19.87% 5.77% 9.94% - 9.14% 0.11% 7/17/17 Aggressive Age-Based (Index Strategy) 6-8 - 5.77% 18.30% 5.08% 9.12% - 8.43% 0.11% 7/17/17 Aggressive Age-Based (Index Strategy) 9-10 - 5.02% 16.37% 4.31% 8.16% - 7.55% 0.12% 7/17/17 Aggressive Age-Based (Index Strategy) 11-12 - 4.34% 14.46% 3.69% 7.34% - 6.87% 0.12% 7/17/17 Aggressive Age-Based (Index Strategy) 13-14 - 3.53% 12.55% 2.93% 6.49% - 6.16% 0.12% 7/17/17 Aggressive Age-Based (Index Strategy) 15-16 - 2.97% 10.89% 2.46% 5.64% - 5.38% 0.12% 7/17/17 Aggressive Age-Based (Index Strategy) 17-18 - 2.22% 8.93% 1.75% 4.58% - 4.43% 0.11% 7/17/17 Aggressive Age-Based (Index Strategy) 19+ - 1.52% 7.09% 1.32% 3.63% - 3.57% 0.11% 7/17/17 Index Age-Based Moderate Portfolios Moderate Age-Based (Index Strategy) 0-2 - 6.45% 19.87% 5.77% 9.94% - 9.14% 0.11% 7/17/17 Moderate Age-Based (Index Strategy) 3-5 - 5.77% 18.30% 5.08% 9.12% - 8.43% 0.11% 7/17/17 Moderate Age-Based (Index Strategy) 6-8 - 5.02% 16.37% 4.31% 8.16% - 7.55% 0.12% 7/17/17 Moderate Age-Based (Index Strategy) 9-10 - 4.34% 14.46% 3.69% 7.34% - 6.87% 0.12% 7/17/17 Moderate Age-Based (Index Strategy) 11-12 - 3.53% 12.55% 2.93% 6.49% - 6.16% 0.12% 7/17/17 Moderate Age-Based (Index Strategy) 13-14 - 2.97% 10.89% 2.46% 5.64% - 5.38% 0.12% 7/17/17 Moderate Age-Based (Index Strategy) 15-16 - 2.22% 8.93% 1.75% 4.58% - 4.43% 0.11% 7/17/17 Moderate Age-Based (Index Strategy) 17-18 - 1.52% 7.09% 1.32% 3.63% - 3.57% 0.11% 7/17/17 Moderate Age-Based (Index Strategy) 19+ - 1.02% 5.47% 1.06% 2.66% - 2.66% 0.10% 7/17/17 Index Age-Based Conservative Portfolios Conservative Age-Based (Index Strategy) 0-2 - 5.77% 18.30% 5.08% 9.12% - 8.43% 0.11% 7/17/17 Conservative Age-Based (Index Strategy) 3-5 - 5.02% 16.37% 4.31% 8.16% - 7.55% 0.12% 7/17/17 Conservative Age-Based (Index Strategy) 6-8 - 4.34% 14.46% 3.69% 7.34% - 6.87% 0.12% 7/17/17 Conservative Age-Based (Index Strategy) 9-10 - 3.53% 12.55% 2.93% 6.49% - 6.16% 0.12% 7/17/17 Conservative Age-Based (Index Strategy) 11-12 - 2.97% 10.89% 2.46% 5.64% - 5.38% 0.12% 7/17/17 Conservative Age-Based (Index Strategy) 13-14 - 2.22% 8.93% 1.75% 4.58% - 4.43% 0.11% 7/17/17 Conservative Age-Based (Index Strategy) 15-16 - 1.52% 7.09% 1.32% 3.63% - 3.57% 0.11% 7/17/17 Conservative Age-Based (Index Strategy) 17-18 - 1.02% 5.47% 1.06% 2.66% - 2.66% 0.10% 7/17/17 Conservative Age-Based (Index Strategy) 19+ - 0.63% 3.97% 1.19% 1.74% - 1.73% 0.09% 7/17/17 Quarterly Multi-Firm Age-Based Multi-Firm Age-Based as of March 31, 2024 APY YTD Returns at NAV as of 3/31/2024 Average Annual Total Returnsas of 3/31/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Multi-Firm Age-Based Aggressive Portfolios Aggressive Age-Based (Multi-Firm Strategy) 0-2 - 7.24% 21.93% 6.19% 10.51% - 9.47% 0.40% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 3-5 - 6.64% 20.25% 5.64% 9.88% - 8.99% 0.39% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 6-8 - 6.05% 18.82% 5.11% 9.18% - 8.40% 0.39% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 9-10 - 5.29% 16.84% 4.42% 8.30% - 7.57% 0.39% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 11-12 - 4.61% 15.10% 3.85% 7.44% - 6.91% 0.38% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 13-14 - 3.86% 13.36% 3.30% 6.76% - 6.30% 0.38% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 15-16 - 3.26% 11.63% 2.81% 5.80% - 5.44% 0.37% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 17-18 - 2.58% 9.72% 2.13% 4.84% - 4.58% 0.34% 7/17/17 Aggressive Age-Based (Multi-Firm Strategy) 19+ - 1.90% 7.96% 1.80% 3.94% - 3.80% 0.31% 7/17/17 Multi-Firm Age-Based Moderate Portfolios Moderate Age-Based (Multi-Firm Strategy) 0-2 - 6.64% 20.25% 5.64% 9.88% - 8.99% 0.39% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 3-5 - 6.05% 18.82% 5.11% 9.18% - 8.40% 0.39% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 6-8 - 5.29% 16.84% 4.42% 8.30% - 7.57% 0.39% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 9-10 - 4.61% 15.10% 3.85% 7.44% - 6.91% 0.38% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 11-12 - 3.86% 13.36% 3.30% 6.76% - 6.30% 0.38% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 13-14 - 3.26% 11.63% 2.81% 5.80% - 5.44% 0.37% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 15-16 - 2.58% 9.72% 2.13% 4.84% - 4.58% 0.34% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 17-18 - 1.90% 7.96% 1.80% 3.94% - 3.80% 0.31% 7/17/17 Moderate Age-Based (Multi-Firm Strategy) 19+ - 1.26% 6.05% 1.36% 2.88% - 2.83% 0.25% 7/17/17 Multi-Firm Age-Based Conservative Portfolios Conservative Age-Based (Multi-Firm Strategy) 0-2 - 6.05% 18.82% 5.11% 9.18% - 8.40% 0.39% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 3-5 - 5.29% 16.84% 4.42% 8.30% - 7.57% 0.39% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 6-8 - 4.61% 15.10% 3.85% 7.44% - 6.91% 0.38% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 9-10 - 3.86% 13.36% 3.30% 6.76% - 6.30% 0.38% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 11-12 - 3.26% 11.63% 2.81% 5.80% - 5.44% 0.37% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 13-14 - 2.58% 9.72% 2.13% 4.84% - 4.58% 0.34% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 15-16 - 1.90% 7.96% 1.80% 3.94% - 3.80% 0.31% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 17-18 - 1.26% 6.05% 1.36% 2.88% - 2.83% 0.25% 7/17/17 Conservative Age-Based (Multi-Firm Strategy) 19+ - 0.80% 4.32% 1.39% 1.88% - 1.85% 0.17% 7/17/17 - Invest
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