Performance
Portfolio performance
as of
| Portfolio performance as of |
Assets (millions) |
1 month | 3 months | YTD | 1 year | 3 years | 5 years | 10 years | Inception* |
|---|---|---|---|---|---|---|---|---|---|
| Balanced Income Portfolio | |||||||||
| Balanced Portfolio | |||||||||
| Balanced Growth Portfolio | |||||||||
| Dividend Portfolio | |||||||||
| Equity Growth Portfolio | |||||||||
| Balanced Income ETF Portfolio Footnote ^ | |||||||||
| Balanced ETF Portfolio | |||||||||
| Balanced Growth ETF Portfolio | |||||||||
| Equity Growth ETF Portfolio | |||||||||
| Balanced Income SRI Portfolio Footnote ^ | |||||||||
| Balanced SRI Portfolio Footnote ^ | |||||||||
| Balanced Growth SRI Portfolio Footnote ^ | |||||||||
| Equity Growth SRI Portfolio Footnote ^ |
footnote caret^Performance data for this new Portfolio will be unavailable until it reaches its 1 year anniversary.
Footnote asterisk*Inception as of January 10, 2008. Equity Growth Portfolio inception as of November 21, 2011. Dividend Portfolio inception as of November 2, 2016. Balanced ETF Portfolio, Balanced Growth ETF Portfolio, and Equity Growth ETF Portfolio as of November 12, 2020. Balanced Income ETF Portfolio, Balanced Income SRI Portfolio, Balanced SRI Portfolio, Balanced Growth SRI Portfolio, and Equity Growth SRI Portfolio as of January 6, 2022.
Investment Portfolio Comparison
| Daily NAV History | Balanced Income | Balanced | Balanced Growth | Dividend | Equity Growth | Balanced Income ETF | Balanced ETF | Balanced Growth ETF | Equity Growth ETF | Balanced Income SRI | Balanced SRI | Balanced Growth SRI | Equity Growth SRI |
|---|