Performance
Average annual total return| Period | Return | Growth of $10,000 |
|---|---|---|
| Year to date | +4.22% | $10,422 |
| 1 year | +6.88% | $10,688 |
| 3 years | +12.44% | $14,216 |
| 5 years | +8.02% | $14,707 |
| 10 years | +4.18% | $15,061 |
Performance shown does not represent the return of any individual account.
Past performance never guarantees future results.
About this fund
Integrated majors, exploration and production, and midstream infrastructure.
What you pay
On a $10,000 position the 0.10% expense ratio costs $10.00 a year. Over 30 years at a 7% gross return, that fee drag totals roughly $2,385 in foregone growth.
Hypothetical growth of $10,000
Compounded at this security's 5-year annualised return (+8.0%) for 20 years. Illustration only.