Income Fund

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As of 2/29/2020

Standardized Returns

  Month YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Income Fund 1.32% 2.19% 7.02% 2.67% 2.13% 2.82%
Bloomberg Barclays Intermediate Govt./Credit Bond Index 1.41% 2.85% 8.81% 3.96% 2.95% 3.16%
Morningstar Short-Term Bond Category 0.51% 1.20% 4.94% 2.66% 2.11% 2.17%
Morningstar Quartile Ranking in Category----1221
Fund's Ranking / # of Funds in Peer Group----21 / 572233 / 493192 / 44249 / 283
Morningstar Rating------
Expense Ratio (Gross): 0.91%
Expense Ratio (Net): 0.85%

Calendar Year Total Returns

  2019 2018 2017 2016 2015 2014 2013 2012 2011
Income Fund 5.92% -0.86% 1.46% 2.44% 0.39% 3.06% -1.61% 6.00% 5.21%
Bloomberg Barclays Intermediate Govt./Credit Bond Index 6.80% 0.88% 2.14% 2.08% 1.07% 3.13% -0.86% 3.89% 5.80%