Sleep well, knowing
you’ll have the financial
resources to live well

Performance



Last Update: 10-31-22
Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
A 3.6 (1.6) (6.1) (11.0) (9.7) 4.2 2.9 n/a 4.0 2014-07-17
F 3.7 (1.4) (5.6) (10.2) (8.7) 5.3 4.1 n/a 6.6 2014-07-17
PTF 3.7 (1.5) (5.6) (10.2) (8.7) n/a n/a n/a 2.4 2021-03-22