The fund proved its value during the 2022 inflation spike, returning 1% while the S&P 500 fell 19%. It has also performed well year-to-date with 16% returns and maintains strong longer-term annualized returns of 19% over three years and 14% over five years.
Articles and sentiment ratings from Massive / Polygon. Sentiment is the provider's model rating for this company, not Gainbot's view.
Sources: Massive / Polygon daily aggregates (split-adjusted) · SEC filings via Massive · FINRA settlements via Massive · Financial Modeling Prep. Figures are dated where shown; research is informational, not investment advice. Methodology