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Fund performance

The performance data shown represents past performance. Past performance – and especially short-term performance – is no guarantee of future results. Investment returns and principal value will fluctuate, so investors’ units, when sold, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data cited.

The “since inception” date shown on this page represents the date the fund was added to the CalSavers program and the performance data shown is net of all fees. In most cases, the funds had an established track record before being included in the program.

Historical returns and additional information on the underlying investments in the Portfolios is available by clicking on the highlighted names below. Performance information available by following the link is for the underlying investments themselves and does not include Program expenses. As a result, performance of the Portfolios will be lower than that of its underlying investment.