Historical Performance as of 2/28/2023

Portfolio Last Month Last 3 Months Year to Date 1 Year 3 Year 5 Year Since Inception*
ABLE Conservative -2.05 -0.26 1.12 -7.18 -0.11 1.82 2.37
ABLE Moderate -2.83 -0.26 2.36 -8.74 2.32 3.08 4.44
ABLE Aggressive -3.16 -0.15 3.39 -8.39 5.61 4.37 6.48


The current rate of the Cash option is 4.30% APY as of February 2, 2023.

*The date of inception is December 6, 2016.