Total Returns (%)
| Time Period Return (Annualized) | Calendar Year Return | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
YTD Year to date | 1Y 1 Year | 3Y 3 Years | 5Y 5 Years | 10Y 10 Years | 2023 Calendar year 2023 | 2022 Calendar year 2022 | 2021 Calendar year 2021 | 2020 Calendar year 2020 | 2019 Calendar year 2019 | |
Fund | 13.99% | 34.63% | 13.95% | 18.58% | 17.95% | 29.26% | -12.89% | 14.22% | 37.42% | 35.74% |
Benchmark | 10.27% | 23.05% | 9.29% | 11.08% | 10.93% | 19.37% | -12.64% | 17.62% | 13.15% | 21.41% |
Quartile Ranking | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 3 | 1 | 1 |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 65.7100 +3.44% increase on 04/19/24 | Period Open:69.1000 | 69.9400 -2.82% decrease on 04/11/24 | -1.1300 (-1.64%) decrease since 04/03/24 |
3-Month | 65.0100 +4.55% increase on 02/06/24 | Period Open:65.2800 | 70.3600 -3.40% decrease on 03/22/24 | +2.6900 (+4.12%) increase since 02/02/24 |
52-Week | 51.1600 +32.86% increase on 05/04/23 | Period Open:51.7000 | 70.3600 -3.40% decrease on 03/22/24 | +16.2700 (+31.47%) increase since 05/03/23 |