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
0.89%
2.05%
3.87%
8.11%
6.97%
2.08%
3.27%
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As of February 23, 2026. 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
2019
2020
2021
2022
2023
2024
2025
YTD
12.55%
4.30%
-1.31%
-10.72%
7.94%
4.29%
8.30%
1.39%
As of February 24, 2026.

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