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

Performance



Last Update: 2-28-19
Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
A 4.3 (0.8) (7.9) 6.7 (12.3) (2.8) (11.6) 0.5 (5.8) 2005-06-30
B 4.3 (0.9) (8.1) 6.7 (12.8) (3.3) (12.1) (0.2) (6.0) 2005-06-30
F 4.4 (0.5) (7.3) 6.9 (11.3) (1.6) n/a n/a (14.3) 2014-09-01
L 4.3 (0.9) (8.1) 6.7 (12.7) (3.2) (12.1) n/a (9.1) 2011-09-01
Stone Co