Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.023 | 0 | 37 |
1 month | -0.020 | 0 | 84 |
3 months | 0.023 | 0 | 37 |
1 year | 0.131 | 0 | 37 |
3 years | 0.058 | 0 | 34 |
5 years | 0.125 | 0 | 79 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.172 | — |
2023 | 0.096 | — |
2022 | -0.085 | — |
2021 | 0.233 | — |
2020 | 0.011 | — |
2019 | 0.241 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.061 | -0.012 | 0.099 | 0.018 |
2023 | 0.028 | 0.019 | -0.044 | 0.095 |
2022 | 0.015 | -0.105 | -0.021 | 0.029 |
2021 | 0.081 | 0.051 | 0.008 | 0.077 |
2020 | -0.168 | 0.067 | 0.042 | 0.093 |
2019 | 0.122 | 0.046 | 0.039 | 0.017 |
2018 | 0.048 | 0.029 | -0.099 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.131 |
3 years | 0.058 |
5 years | 0.125 |