| Domestic Intermediate-Duration Fixed Income | 1 year gross return | 1 year net return |
|---|---|---|
| Karpus Tax Sensitive Fixed Income | 2.57 | 1.62 |
| Tannin Capital Short-Intermd Govt/Credit | 1.70 | 1.31 |
| Barksdale Short Controlled Risk | 0.62 | 0.50 |
| SIPP U.S. Focused Total Return Muni 1 | 0.31 | 0.09 |
| SIP U.S. Focused Total Return Muni CA 1 | -0.39 | -0.39 |
| Winthrop Intermediate Fixed Income | n/a | -0.54 |
| DeRoy & Devereaux Total Return Bond | -0.19 | -0.60 |
| Karpus Taxable Fixed Income | -0.19 | -1.08 |
| Berkshire Fixed Income Strategy | -1.08 | -1.19 |
| Mellon Intermediate Insurance | -1.10 | -1.23 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
| Domestic Intermediate-Duration Fixed Income | 5 year gross return | 5 year net return |
|---|---|---|
| Karpus Taxable Fixed Income | 6.31 | 5.37 |
| Brandywine Global U.S. Fixed Income | 5.51 | 5.20 |
| Karpus Tax Sensitive Fixed Income | 5.81 | 4.85 |
| Eaton Vance Taxable Municipal Bond | 3.47 | 3.16 |
| BBH Core Plus Fixed Income | 3.10 | 2.84 |
| Reams Core Fixed Income | 2.82 | 2.54 |
| Tannin Capital Short-Intermd Govt/Credit | 2.93 | 2.53 |
| Chartwell Core Plus Fixed Income | 2.72 | 2.35 |
| DeRoy & Devereaux Total Return Bond | 2.59 | 2.17 |
| Winthrop Intermediate Fixed Income | 2.46 | 1.99 |
