| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Oaktree Global ex-US Convertibles | -0.01 | -0.51 |
| Oaktree High Income Convertibles | -0.32 | -0.89 |
| Palisade Short Duration Convertible Bond | -1.30 | -1.91 |
| Conning Convertible Bond | -4.68 | -4.88 |
| Macquarie US Convertible Bond | -4.48 | -5.14 |
| Morgan Stanley Global Convertible Bond | -4.28 | -5.23 |
| Advent Phoenix Convertible Income | -5.53 | -6.01 |
| Wellesley Institutional Capital | -5.31 | -6.94 |
| Oaktree U.S. Convertibles | -6.84 | -7.30 |
| Advent Investment Grade | -6.89 | -7.31 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Convertibles | 12.27 | 11.85 |
| MacKay Shields Convertibles | 9.79 | 9.25 |
| Lord Abbett & Co. Convertibles | 10.27 | 9.20 |
| Invesco Convertible Securities | 9.47 | 8.82 |
| Calamos Instl Convertible Composite | 9.33 | 8.56 |
| SSI Convertible Investment Strategy | 8.83 | 8.25 |
| Advent Balanced Convertible Strategy | 8.51 | 7.96 |
| Palisade Convertible Securities Comp | 8.09 | 7.46 |
| Nicholas Inv - Convertibles | 8.29 | 7.46 |
| Shenkman Capital Mgt Convertible Comp | 6.90 | 6.12 |
