If a picture is worth a thousand words, our Hypothetical Investment Growth Charts can say a lot about fund history and performance. These interactive tools, powered by Morningstar®, help advisors and investors:

  • Chart fund performance against its index
  • Specify time periods using a slider bar, dropdown menu, or input field
  • Get a snapshot of the fund's category, investment style, trailing total returns, and asset allocation

Get started

Select from the lists below, or look for the Hypothetical tab in each fund's section: