Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.120 | 0 | 15 |
1 month | 0.068 | 0 | 24 |
3 months | 0.131 | 0 | 22 |
1 year | 0.352 | 0 | 15 |
3 years | 0.135 | 0 | 13 |
5 years | 0.144 | 0 | 21 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2023 | 0.260 | — |
2022 | -0.176 | — |
2021 | 0.335 | — |
2020 | 0.083 | — |
2019 | 0.252 | — |
2018 | -0.009 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 0.080 | 0.059 | 0.006 | 0.095 |
2022 | -0.104 | -0.132 | 0.030 | 0.029 |
2021 | 0.108 | 0.054 | 0.015 | 0.127 |
2020 | -0.210 | 0.169 | 0.049 | 0.118 |
2019 | 0.104 | 0.049 | 0.013 | 0.068 |
2018 | 0.011 | 0.046 | 0.047 | -0.105 |
2017 | -0.001 | 0.064 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.352 |
3 years | 0.135 |
5 years | 0.144 |