Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.003 | 0 | 13 |
1 month | -0.010 | 0 | 16 |
3 months | -0.037 | 0 | 13 |
1 year | 0.110 | 0 | 36 |
3 years | 0.075 | 0 | 83 |
5 years | 0.085 | 0 | 80 |
10 years | 0.054 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.142 | — |
2023 | 0.117 | — |
2022 | -0.116 | — |
2021 | 0.109 | — |
2020 | 0.128 | — |
2019 | 0.125 | — |
2018 | -0.030 | — |
2017 | 0.050 | — |
2016 | 0.047 | — |
2015 | 0.023 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.013 | — | — | — |
2024 | 0.068 | 0.007 | 0.067 | -0.005 |
2023 | 0.049 | 0.044 | -0.048 | 0.072 |
2022 | -0.056 | -0.082 | -0.051 | 0.075 |
2021 | 0.024 | 0.042 | -0.013 | 0.053 |
2020 | -0.114 | 0.099 | 0.089 | 0.063 |
2019 | 0.062 | 0.012 | 0.018 | 0.028 |
2018 | -0.028 | 0.012 | 0.053 | -0.065 |
2017 | 0.036 | 0.013 | -0.018 | 0.019 |
2016 | 0.030 | 0.008 | 0.014 | -0.005 |
2015 | 0.039 | -0.023 | -0.023 | 0.032 |
2014 | -0.013 | 0.051 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.110 |
3 years | 0.075 |
5 years | 0.085 |
10 years | 0.054 |