Performance overview
Morningstar return ratingN/A1
Year-to-date return2.11%
5-year average return4.69%
Number of years up8
Number of years down4
Best 1-yr total return (11 Apr 2024)27.62%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return27.62%
Worst 3-yr total return-2.20%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnBDOKXCategory
YTD4.66%9.07%
1-month3.10%-1.09%
3-month4.66%5.12%
1-year12.56%33.76%
3-year1.56%8.50%
5-year5.74%10.08%
10-year4.10%5.80%
Last bull market30.40%14.90%
Last bear market-12.84%-23.70%
Annual total return (%) history
YearBDOKXCategory
2024N/AN/A
202315.24%N/A
2022-16.39%N/A
20217.70%N/A
202010.76%9.30%
201921.22%21.59%
2018-13.91%-14.59%
201727.62%25.12%
20164.37%0.79%
2015-5.83%-1.59%
2014-4.84%-4.98%
201313.96%19.44%
201219.25%18.29%
2011N/A-13.97%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20244.66%N/AN/AN/A
20237.16%2.46%-4.46%9.87%
2022-6.25%-12.84%-10.98%14.94%
20213.69%5.33%-3.44%2.12%
2020-23.64%17.16%6.05%16.75%
201910.34%2.90%-1.80%8.72%
2018-0.37%-3.26%0.76%-11.36%
20178.48%5.96%6.25%4.50%
2016-0.15%0.11%6.63%-2.08%
20153.71%0.74%-11.94%2.35%
20140.25%4.99%-5.40%-4.42%
20132.46%-3.53%10.09%4.74%
201211.47%-7.81%8.75%6.70%
2011-20.86%3.57%N/AN/A
Rank in category (by total return)
YTD65
1-month61
3-month65
1-year68
3-year77
5-year72
Load adjusted returns
1-year12.56%
3-year1.56%
5-year5.74%
10-year4.10%
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