Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.052 | 0 | 35 |
1 month | 0.040 | 0 | 29 |
3 months | 0.089 | 0 | 44 |
1 year | 0.141 | 0 | 44 |
3 years | 0.104 | 0 | 34 |
5 years | 0.114 | 0 | 23 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2023 | 0.146 | — |
2022 | -0.075 | — |
2021 | 0.284 | — |
2020 | 0.087 | — |
2019 | 0.221 | — |
2018 | -0.126 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 0.043 | 0.019 | -0.001 | 0.078 |
2022 | 0.013 | -0.126 | -0.027 | 0.074 |
2021 | 0.108 | 0.079 | 0.011 | 0.062 |
2020 | -0.206 | 0.121 | 0.079 | 0.132 |
2019 | 0.110 | 0.014 | 0.010 | 0.074 |
2018 | -0.029 | 0.055 | 0.005 | -0.152 |
2017 | 0.056 | 0.061 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.141 |
3 years | 0.104 |
5 years | 0.114 |