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

Performance



Last Update: 5-31-22
Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
A 0.5 (6.7) (0.4) (4.7) 1.4 9.6 6.8 n/a 5.2 2014-07-17
F 0.6 (6.4) 0.1 (4.3) 2.4 10.8 8.1 n/a 7.8 2014-07-17
PTF 0.6 (6.4) 0.2 (4.2) 2.7 n/a n/a n/a 8.5 2021-03-22