| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 2.66 | 10,266 |
| 6 Month | 8.60 | 10,860 |
| 1 Year | 33.56 | 13,356 |
| 3 Year* | 1.57 | 10,478 |
| 5 Year* | 5.73 | 13,213 |
| 10 Year* | 5.01 | 16,304 |
| 15 Year* | 8.57 | 34,328 |
| 8.57 | 5.01 | 5.73 | 1.57 | 33.56 | 8.60 | 2.66 | -4.72 | -1.99 | Total Return % | ||
| 1.23 | 1.79 | 3.36 | 3.44 | 1.64 | 0.85 | 0.93 | 0.95 | 0.98 | +/- Convertibles Category Trailing Return | ||
| 25 | 8 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 15 | 17 | 17 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 0.21 | 1.64 | 1.91 | 11.09 | 2.78 | 2.11 | 0.09 | 0.65 | +/- Morningstar Moderate Target Risk Trailing Return | ||
| 0.33 | 2.01 | 1.97 | 0.55 | -2.55 | -1.67 | -0.30 | -0.88 | -0.40 | +/- ML Convertible Bonds All Qualities Trailing Return | ||