Level Chart

Basic Info

N/A
Core Index Name Morningstar Multi-Asset High Income Index
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Morningstar Multi-Asset High Income Index

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
3.52%
8.09%
10.99%
17.10%
10.39%
4.03%
5.00%
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As of February 20, 2026. Returns for periods of 1 year and above are annualized.
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Annual Performance

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
16.09%
-0.92%
3.42%
-16.65%
11.09%
3.47%
15.05%
5.46%
As of February 21, 2026.

Basic Info

N/A
Core Index Name Morningstar Multi-Asset High Income Index
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Morningstar Multi-Asset High Income Index