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 | 46.83% | 102.50% | - | - | - | 86.35% | -68.73% | - | - | - |
Benchmark | 2.38% | 9.19% | 9.01% | 9.29% | 7.37% | 11.75% | -5.84% | 25.09% | 5.60% | 22.88% |
Quartile Ranking | 2 | 3 | - | - | - | 3 | 4 | - | - | - |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 12.75 +13.10% increase on 03/20/24 | Period Open:13.37 | 16.60 -13.13% decrease on 03/11/24 | +1.05 (+7.85%) increase since 02/28/24 |
3-Month | 8.83 +63.31% increase on 01/25/24 | Period Open:9.66 | 16.60 -13.13% decrease on 03/11/24 | +4.76 (+49.28%) increase since 12/28/23 |
52-Week | 6.24 +131.09% increase on 10/12/23 | Period Open:7.41 | 16.60 -13.13% decrease on 03/11/24 | +7.01 (+94.60%) increase since 03/28/23 |