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

Performance



Last Update: 1-31-21
Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
A 2.3 9.9 9.2 2.3 (9.2) (3.7) (1.7) (1.0) 2.2 2003-06-24
F 2.5 10.2 10.0 2.5 (8.0) (2.2) (1.5) 0.3 1.5 2006-02-07
T5A 2.3 9.9 9.3 2.3 (8.6) n/a n/a n/a (4.2) 2019-08-31