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 | 4.63% | 17.86% | 8.66% | 10.04% | 8.43% | 17.43% | -11.01% | 17.85% | 11.04% | 28.26% |
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 | 3 | 1 | 1 | 1 | 4 | 4 | 1 | 1 |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 48.75 +2.48% increase on 02/29/24 | Period Open:48.90 | 50.62 -1.30% decrease on 03/21/24 | +1.06 (+2.17%) increase since 02/27/24 |
3-Month | 45.89 +8.87% increase on 01/03/24 | Period Open:46.83 | 50.62 -1.30% decrease on 03/21/24 | +3.13 (+6.68%) increase since 12/27/23 |
52-Week | 41.02 +21.79% increase on 10/27/23 | Period Open:42.11 | 50.62 -1.30% decrease on 03/21/24 | +7.85 (+18.64%) increase since 03/27/23 |