Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return0.40%
5-Year Average Return10.03%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Apr 21, 2022)27.46%
Worst 1 Yr Total Return (Apr 21, 2022)N/A
Best 3-Yr Total Return27.46%
Worst 3-Yr Total Return8.62%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnWLVJXCategory
YTD0.40%5.31%
1-Month1.22%-4.19%
3-Month4.02%3.90%
1-Year9.12%20.31%
3-Year11.48%6.48%
5-Year10.03%11.78%
10-Year0.00%10.96%
Last Bull Market21.07%25.56%
Last Bear Market-22.13%-15.11%
Annual Total Return (%) History
N/A
Past Quarterly Returns (%)
N/A
Rank In Category (By Total Return)
YTD4
1-Month52
3-Month4
1-Year59
3-Year96
5-Year96
Load Adjusted Returns
1-Year12.10%
3-Year11.73%
5-Year9.84%
10-YearN/A
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