Level Chart

Basic Info

N/A
Core Index Name Morningstar US Bond Market Yield-Optimized
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Morningstar US Bond Market Yield-Optimized

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
0.56%
0.97%
4.63%
8.42%
6.62%
1.48%
3.17%
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As of December 23, 2025. Returns for periods of 1 year and above are annualized.
View Periodic Total Returns Versus Peers
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Annual Performance

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-1.46%
12.55%
4.30%
-1.31%
-10.72%
7.94%
4.29%
8.20%
As of December 24, 2025.

Basic Info

N/A
Core Index Name Morningstar US Bond Market Yield-Optimized
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Morningstar US Bond Market Yield-Optimized