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 | -4.33% | -6.87% | -7.00% | -10.47% | -8.83% | -5.18% | 6.20% | -23.79% | -15.83% | -17.01% |
Benchmark | 6.62% | 13.96% | 9.11% | 9.96% | 7.67% | 11.75% | -5.84% | 25.09% | 5.60% | 22.88% |
Quartile Ranking | 3 | 2 | 2 | 2 | 2 | 2 | 2 | 3 | 2 | 2 |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 27.23 +2.42% increase on 04/09/24 | Period Open:27.52 | 28.30 -1.45% decrease on 04/16/24 | +0.37 (+1.34%) increase since 03/22/24 |
3-Month | 27.23 +2.42% increase on 04/09/24 | Period Open:28.50 | 29.44 -5.26% decrease on 02/13/24 | -0.61 (-2.14%) decrease since 01/24/24 |
52-Week | 27.23 +2.42% increase on 04/09/24 | Period Open:28.50 | 32.06 -13.01% decrease on 10/27/23 | -0.61 (-2.14%) decrease since 04/24/23 |