Name
Aggressive Portfolio (95% Equity Portfolio)
YTD returns as of 05/01/2025(1)
-2.29%
Quarter Ending 03/31/2025(1)
-2.22%
1 year returns as of 03/31/2025
2.49%
3 year average annual returns as of 03/31/2025
5.05%
5 year average annual returns as of 03/31/2025
14.85%
10 year average annual returns as of 03/31/2025
8.03%
Since inception average annual returns as of 03/31/2025
8.11%
Inception date
09/02/2003
Total Fee(4)
0.82%
|
Name
Aggressive Portfolio Index (95% Equity Portfolio Index)
YTD returns as of 05/01/2025(1)
-1.57%
Quarter Ending 03/31/2025(1)
-2.11%
1 year returns as of 03/31/2025
5.03%
3 year average annual returns as of 03/31/2025
6.56%
5 year average annual returns as of 03/31/2025
15.14%
10 year average annual returns as of 03/31/2025
8.95%
Since inception average annual returns as of 03/31/2025
9.55%
Inception date
07/01/2013
Total Fee(4)
0.20%
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Name
Moderately Aggressive Portfolio (80% Equity Portfolio)
YTD returns as of 05/01/2025(1)
-1.38%
Quarter Ending 03/31/2025(1)
-1.52%
1 year returns as of 03/31/2025
3.06%
3 year average annual returns as of 03/31/2025
4.48%
5 year average annual returns as of 03/31/2025
12.55%
10 year average annual returns as of 03/31/2025
7.23%
Since inception average annual returns as of 03/31/2025
7.52%
Inception date
09/02/2003
Total Fee(4)
0.77%
|
Name
Moderately Aggressive Portfolio Index (80% Equity Portfolio Index)
YTD returns as of 05/01/2025(1)
-0.68%
Quarter Ending 03/31/2025(1)
-1.36%
1 year returns as of 03/31/2025
5.32%
3 year average annual returns as of 03/31/2025
5.84%
5 year average annual returns as of 03/31/2025
12.73%
10 year average annual returns as of 03/31/2025
8.00%
Since inception average annual returns as of 03/31/2025
8.51%
Inception date
07/01/2013
Total Fee(4)
0.20%
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Name
70% Equity Portfolio
YTD returns as of 05/01/2025(1)
-0.99%
Quarter Ending 03/31/2025(1)
-0.99%
1 year returns as of 03/31/2025
3.48%
3 year average annual returns as of 03/31/2025
4.13%
5 year average annual returns as of 03/31/2025
11.26%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
7.08%
Inception date
07/14/2017
Total Fee(4)
0.74%
|
Name
70% Equity Portfolio (Index)
YTD returns as of 05/01/2025(1)
-0.11%
Quarter Ending 03/31/2025(1)
-0.79%
1 year returns as of 03/31/2025
5.44%
3 year average annual returns as of 03/31/2025
5.25%
5 year average annual returns as of 03/31/2025
11.27%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
7.64%
Inception date
07/14/2017
Total Fee(4)
0.20%
|
Name
Moderate Portfolio (60% Equity Portfolio)
YTD returns as of 05/01/2025(1)
-0.10%
Quarter Ending 03/31/2025(1)
-0.42%
1 year returns as of 03/31/2025
3.80%
3 year average annual returns as of 03/31/2025
3.72%
5 year average annual returns as of 03/31/2025
9.81%
10 year average annual returns as of 03/31/2025
6.05%
Since inception average annual returns as of 03/31/2025
6.62%
Inception date
09/02/2003
Total Fee(4)
0.72%
|
Name
Moderate Portfolio Index (60% Equity Portfolio Index)
YTD returns as of 05/01/2025(1)
0.58%
Quarter Ending 03/31/2025(1)
-0.18%
1 year returns as of 03/31/2025
5.46%
3 year average annual returns as of 03/31/2025
4.65%
5 year average annual returns as of 03/31/2025
9.72%
10 year average annual returns as of 03/31/2025
6.58%
Since inception average annual returns as of 03/31/2025
7.02%
Inception date
07/01/2013
Total Fee(4)
0.20%
|
Name
50% Equity Portfolio
YTD returns as of 05/01/2025(1)
0.13%
Quarter Ending 03/31/2025(1)
0.00%
1 year returns as of 03/31/2025
4.09%
3 year average annual returns as of 03/31/2025
3.33%
5 year average annual returns as of 03/31/2025
8.31%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
5.65%
Inception date
07/14/2017
Total Fee(4)
0.68%
|
Name
50% Equity Portfolio (Index)
YTD returns as of 05/01/2025(1)
0.70%
Quarter Ending 03/31/2025(1)
0.32%
1 year returns as of 03/31/2025
5.50%
3 year average annual returns as of 03/31/2025
4.14%
5 year average annual returns as of 03/31/2025
8.12%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
6.04%
Inception date
07/14/2017
Total Fee(4)
0.20%
|
Name
Moderately Conservative Portfolio (40% Equity Portfolio)
YTD returns as of 05/01/2025(1)
0.63%
Quarter Ending 03/31/2025(1)
0.51%
1 year returns as of 03/31/2025
4.29%
3 year average annual returns as of 03/31/2025
2.96%
5 year average annual returns as of 03/31/2025
6.80%
10 year average annual returns as of 03/31/2025
4.69%
Since inception average annual returns as of 03/31/2025
5.51%
Inception date
09/02/2003
Total Fee(4)
0.65%
|
Name
Moderately Conservative Portfolio Index (40% Equity Portfolio Index)
YTD returns as of 05/01/2025(1)
1.15%
Quarter Ending 03/31/2025(1)
0.77%
1 year returns as of 03/31/2025
5.50%
3 year average annual returns as of 03/31/2025
3.63%
5 year average annual returns as of 03/31/2025
6.59%
10 year average annual returns as of 03/31/2025
4.99%
Since inception average annual returns as of 03/31/2025
5.33%
Inception date
07/01/2013
Total Fee(4)
0.20%
|
Name
30% Equity Portfolio
YTD returns as of 05/01/2025(1)
1.18%
Quarter Ending 03/31/2025(1)
0.88%
1 year returns as of 03/31/2025
4.66%
3 year average annual returns as of 03/31/2025
2.89%
5 year average annual returns as of 03/31/2025
5.35%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
4.15%
Inception date
07/14/2017
Total Fee(4)
0.60%
|
Name
30% Equity Portfolio (Index)
YTD returns as of 05/01/2025(1)
1.51%
Quarter Ending 03/31/2025(1)
1.15%
1 year returns as of 03/31/2025
5.65%
3 year average annual returns as of 03/31/2025
3.43%
5 year average annual returns as of 03/31/2025
5.26%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
4.49%
Inception date
07/14/2017
Total Fee(4)
0.20%
|
Name
Conservative Portfolio (20% Equity Portfolio)
YTD returns as of 05/01/2025(1)
1.55%
Quarter Ending 03/31/2025(1)
1.20%
1 year returns as of 03/31/2025
4.85%
3 year average annual returns as of 03/31/2025
2.76%
5 year average annual returns as of 03/31/2025
4.08%
10 year average annual returns as of 03/31/2025
3.24%
Since inception average annual returns as of 03/31/2025
4.05%
Inception date
09/02/2003
Total Fee(4)
0.55%
|
Name
Conservative Portfolio Index (20% Equity Portfolio Index)
YTD returns as of 05/01/2025(1)
1.94%
Quarter Ending 03/31/2025(1)
1.54%
1 year returns as of 03/31/2025
5.56%
3 year average annual returns as of 03/31/2025
3.20%
5 year average annual returns as of 03/31/2025
3.96%
10 year average annual returns as of 03/31/2025
3.43%
Since inception average annual returns as of 03/31/2025
3.62%
Inception date
07/01/2013
Total Fee(4)
0.20%
|
Name
10% Equity Portfolio
YTD returns as of 05/01/2025(1)
1.74%
Quarter Ending 03/31/2025(1)
1.41%
1 year returns as of 03/31/2025
4.90%
3 year average annual returns as of 03/31/2025
2.68%
5 year average annual returns as of 03/31/2025
2.81%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
2.62%
Inception date
07/14/2017
Total Fee(4)
0.49%
|
Name
10% Equity Portfolio (Index)
YTD returns as of 05/01/2025(1)
2.05%
Quarter Ending 03/31/2025(1)
1.64%
1 year returns as of 03/31/2025
5.28%
3 year average annual returns as of 03/31/2025
2.94%
5 year average annual returns as of 03/31/2025
2.68%
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
2.79%
Inception date
07/14/2017
Total Fee(4)
0.20%
|
Name
Short-Term Portfolio
YTD returns as of 05/01/2025(1)
1.91%
Quarter Ending 03/31/2025(1)
1.65%
1 year returns as of 03/31/2025
4.92%
3 year average annual returns as of 03/31/2025
2.59%
5 year average annual returns as of 03/31/2025
1.57%
10 year average annual returns as of 03/31/2025
1.57%
Since inception average annual returns as of 03/31/2025
2.20%
Inception date
09/02/2003
Total Fee(4)
0.44%
|
Name
Short-Term Portfolio (Index)
YTD returns as of 05/01/2025(1)
2.04%
Quarter Ending 03/31/2025(1)
1.79%
1 year returns as of 03/31/2025
4.92%
3 year average annual returns as of 03/31/2025
2.64%
5 year average annual returns as of 03/31/2025
1.38%
10 year average annual returns as of 03/31/2025
1.58%
Since inception average annual returns as of 03/31/2025
1.53%
Inception date
07/01/2013
Total Fee(4)
0.20%
|
Name
Money Market Portfolio
YTD returns as of 05/01/2025(1)
—
Quarter Ending 03/31/2025(1)
—
1 year returns as of 03/31/2025
—
3 year average annual returns as of 03/31/2025
—
5 year average annual returns as of 03/31/2025
—
10 year average annual returns as of 03/31/2025
—
Since inception average annual returns as of 03/31/2025
0.90%
Inception date
01/10/2025
Total Fee(4)
0.34%
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