This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years.

For Class A Shares, this chart tracks the total returns since the fund's inception date (Wednesday, October 1, 2008) through December 31, 2024. Fund returns and, if available, index returns are for calendar years except for the inception year (2008), which may not be a full calendar year. In cases where the index was launched after the fund inception, the index returns are shown in calender years.

For Class A Shares, this chart tracks the 10-year standard deviation and 10-year annualized return of the equity funds.