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 | 2.84% | 9.53% | 7.34% | 7.08% | - | 5.63% | -7.19% | 24.48% | 0.26% | 21.08% |
Benchmark | 9.90% | 30.08% | 14.45% | 15.46% | 15.01% | 23.32% | -12.52% | 28.16% | 16.07% | 25.18% |
Quartile Ranking | 4 | 4 | 4 | 4 | - | 4 | 2 | 2 | 4 | 3 |
Price Performance
Period | Period Low | Period High | Performance | |
---|---|---|---|---|
1-Month | 19.81 +3.74% increase on 02/29/24 | Period Open:19.82 | 20.55 unch no change on 03/28/24 | +0.73 (+3.68%) increase since 02/28/24 |
3-Month | 19.29 +6.53% increase on 01/18/24 | Period Open:19.51 | 20.55 unch no change on 03/28/24 | +1.04 (+5.33%) increase since 12/28/23 |
52-Week | 17.71 +16.04% increase on 10/27/23 | Period Open:19.07 | 20.55 unch no change on 03/28/24 | +1.48 (+7.76%) increase since 03/28/23 |