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 0.4 6.4 5.0 21.1 21.1 13.8 12.1 12.2 4.6 1998-12-31
B 0.3 6.2 4.4 20.3 20.3 13.1 11.5 11.6 4.2 1998-12-31
F 0.4 6.7 5.4 22.0 22.0 15.0 13.3 13.5 9.0 2003-07-31
L 0.3 6.2 4.4 20.3 20.3 13.1 11.5 n/a 13.7 2011-09-01
T8A 0.4 6.4 5.0 20.9 20.9 13.7 12.1 12.2 8.0 2007-09-01
Stone Co