Individual investors include, current investors; prospective investors, and plan administrators.
Visit SiteFinancial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.
Visit SiteFund name | Avg. annual total returns (%) as of 03/31/2021 | ||||||
---|---|---|---|---|---|---|---|
Since Incept.* | YTD | 1 Yr | 3 Yr | 5 Yr | 10 Yr | ||
Alternative - Bank Loans | |||||||
5.33 | 5.34 | 39.60 | 6.00 | 8.35 | 7.03 | ||
3.95 | 4.01 | 28.12 | 4.48 | 7.08 | 5.86 | ||
Fixed Income - US Fixed Income | |||||||
5.81 | 0.50 | 11.64 | 6.28 | 4.49 | 7.43 | ||
7.92 | -2.47 | 14.42 | 7.69 | 6.80 | 6.49 | ||
5.99 | -0.37 | 9.88 | 6.15 | 4.22 | 8.41 | ||
4.68 | 5.34 | 16.66 | 3.53 | 0.00 | 0.00 | ||
5.75 | 7.74 | 33.44 | 6.38 | 0.00 | 0.00 | ||
6.01 | 0.89 | 38.56 | 6.86 | 8.27 | 7.42 | ||
6.19 | 1.49 | 14.40 | 6.82 | 5.54 | 7.90 | ||
6.49 | 0.49 | 11.36 | 6.32 | 4.52 | 7.35 | ||
6.32 | 0.41 | 11.52 | 6.40 | 4.61 | 7.31 | ||
5.93 | 0.46 | 10.09 | 6.50 | 4.71 | 6.95 | ||
6.71 | -0.03 | 10.77 | 6.38 | 4.67 | 7.29 | ||
6.64 | 0.44 | 11.43 | 6.15 | 4.48 | 7.25 | ||
6.38 | 0.28 | 9.03 | 5.28 | 3.56 | 6.64 | ||
6.68 | 0.14 | 10.84 | 6.71 | 4.73 | 7.31 |
* Returns are cumulative for funds with less than one year of performance.