Performance overview
Morningstar return ratingN/A1
Year-to-date return16.03%
5-year average return15.24%
Number of years up17
Number of years down4
Best 1-yr total return (24 Jun 2024)35.95%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return35.95%
Worst 3-yr total return5.31%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnLCCCXCategory
YTD12.08%5.31%
1-month5.26%-4.19%
3-month3.99%3.90%
1-year29.99%20.31%
3-year8.64%6.48%
5-year15.80%11.78%
10-year11.59%10.96%
Last bull market26.07%25.56%
Last bear market-16.51%-15.11%
Annual total return (%) history
YearLCCCXCategory
2024N/AN/A
202330.82%22.32%
2022-19.41%-16.96%
202123.09%26.07%
202021.06%15.83%
201931.64%28.78%
2018-9.89%-6.27%
201720.49%20.44%
20167.57%10.37%
20152.01%-1.07%
201411.78%10.96%
201334.44%31.50%
201217.50%14.96%
2011-1.98%-1.27%
201015.07%14.01%
200935.95%28.17%
2008-36.08%-37.79%
200711.42%6.16%
200613.51%14.17%
200510.22%5.88%
20045.00%10.02%
200321.51%27.05%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.20%N/AN/AN/A
20238.47%10.77%-3.24%12.53%
2022-3.26%-16.51%-5.91%6.06%
20216.83%8.07%-1.36%8.07%
2020-18.44%20.21%8.45%13.87%
201913.95%4.39%1.62%8.90%
2018-2.70%1.50%7.42%-15.06%
20176.51%3.59%3.91%5.10%
20160.37%1.41%4.00%1.62%
20151.01%1.50%-7.45%7.50%
20140.79%4.86%1.30%4.41%
201311.27%3.00%6.40%10.25%
201214.39%-4.65%7.60%0.12%
20114.72%0.36%-16.24%11.36%
20105.43%-13.64%11.64%13.22%
2009-7.14%20.43%15.50%5.26%
2008-7.49%-1.29%-8.61%-23.41%
20070.60%6.07%3.67%0.71%
20063.85%-3.79%5.66%7.51%
2005-1.64%1.75%7.27%2.67%
20040.91%0.66%-4.42%8.15%
2003-3.54%13.30%1.57%9.46%
Rank in category (by total return)
YTD20
1-month16
3-month26
1-year18
3-year39
5-year19
Load adjusted returns
1-year28.99%
3-year8.64%
5-year15.80%
10-year11.59%
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