Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.017 | 0 | 66 |
1 month | -0.023 | 0 | 66 |
3 months | 0.008 | 0 | 59 |
1 year | 0.144 | 0 | 5 |
3 years | 0.088 | 0 | 15 |
5 years | 0.095 | 0 | 15 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.161 | — |
2023 | 0.114 | — |
2022 | -0.076 | — |
2021 | 0.158 | — |
2020 | 0.030 | — |
2019 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.068 | 0.033 | 0.002 | 0.051 |
2023 | 0.035 | 0.015 | 0.008 | 0.052 |
2022 | -0.034 | -0.067 | -0.013 | 0.038 |
2021 | 0.036 | 0.057 | 0.011 | 0.046 |
2020 | -0.201 | 0.153 | 0.017 | 0.099 |
2019 | 0.022 | 0.034 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.144 |
3 years | 0.088 |
5 years | 0.095 |