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 | 23.65% | 38.61% | - | - | - | 13.19% | -18.35% | - | - | - |
Benchmark | 7.13% | 22.09% | 8.85% | 11.01% | 10.64% | 19.37% | -12.64% | 17.62% | 13.15% | 21.41% |
Quartile Ranking | 1 | 1 | - | - | - | 3 | 4 | - | - | - |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 24.80 +7.70% increase on 02/27/24 | Period Open:24.25 | 27.12 -1.51% decrease on 03/26/24 | +2.46 (+10.14%) increase since 02/23/24 |
3-Month | 20.65 +29.35% increase on 01/26/24 | Period Open:19.51 | 27.12 -1.51% decrease on 03/26/24 | +7.20 (+36.90%) increase since 12/08/23 |
52-Week | 17.90 +49.22% increase on 10/24/23 | Period Open:18.18 | 27.12 -1.51% decrease on 03/26/24 | +8.53 (+46.92%) increase since 03/16/23 |