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 | 50.81% | 159.92% | - | - | - | 143.78% | -62.05% | - | - | - |
Benchmark | 2.38% | 9.19% | 9.01% | 9.29% | 7.37% | 11.75% | -5.84% | 25.09% | 5.60% | 22.88% |
Quartile Ranking | 1 | 1 | - | - | - | 1 | 2 | - | - | - |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 12.87 +16.32% increase on 02/28/24 | Period Open:12.43 | 15.96 -6.20% decrease on 03/13/24 | +2.54 (+20.43%) increase since 02/27/24 |
3-Month | 8.37 +78.85% increase on 01/23/24 | Period Open:9.29 | 15.96 -6.20% decrease on 03/13/24 | +5.68 (+61.14%) increase since 12/27/23 |
52-Week | 5.41 +176.71% increase on 06/15/23 | Period Open:6.06 | 15.96 -6.20% decrease on 03/13/24 | +8.91 (+147.03%) increase since 03/27/23 |