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

Performance



Last Update: 12-31-19
Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
A (0.9) 3.1 6.3 18.6 18.6 6.7 5.2 6.9 8.7 2002-09-30
B (0.9) 3.0 6.0 17.9 17.9 6.1 4.6 6.3 8.1 2002-09-30
C (0.9) 3.0 6.0 17.9 17.9 6.1 4.6 6.4 7.8 2003-07-31
F (0.8) 3.4 6.9 20.0 20.0 8.0 6.4 8.1 9.7 2003-07-31
L (0.9) 3.0 5.9 17.9 17.9 6.0 4.5 n/a 6.9 2011-09-01
T8A (0.9) 3.1 6.3 18.6 18.6 6.7 5.2 6.9 5.6 2008-09-01
T8B (0.9) 3.0 5.9 17.9 17.9 6.1 4.6 6.3 5.0 2008-09-01
T8C (0.9) 3.0 6.0 18.0 18.0 6.2 4.7 6.4 5.1 2008-09-01
American A 0.0 6.4 6.9 11.4 11.4 2.2 4.7 n/a 5.7 2014-07-17
American F 0.2 6.7 7.6 12.8 12.8 3.4 5.9 n/a 6.9 2014-07-17
Stone Co