Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.008 | 0 | 7 |
1 month | 0.034 | 0 | 29 |
3 months | 0.035 | 0 | 9 |
1 year | 0.081 | 0 | 38 |
3 years | 0.170 | 0 | 42 |
5 years | 0.224 | 0 | 40 |
10 years | 0.148 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.175 | — |
2023 | 0.253 | — |
2022 | 0.060 | — |
2021 | 0.266 | — |
2020 | 0.129 | — |
2019 | 0.134 | — |
2018 | 0.002 | — |
2017 | 0.359 | — |
2016 | 0.108 | — |
2015 | 0.039 | — |
2014 | 0.591 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.026 | — | — | — |
2024 | 0.048 | 0.140 | 0.046 | -0.060 |
2023 | -0.034 | 0.106 | 0.060 | 0.106 |
2022 | -0.006 | -0.092 | 0.108 | 0.059 |
2021 | 0.079 | 0.082 | 0.092 | -0.007 |
2020 | -0.275 | 0.199 | 0.079 | 0.204 |
2019 | 0.069 | 0.026 | -0.018 | 0.053 |
2018 | -0.050 | 0.033 | 0.000 | 0.020 |
2017 | 0.153 | 0.055 | 0.039 | 0.075 |
2016 | -0.027 | 0.103 | 0.086 | -0.050 |
2015 | 0.030 | 0.005 | 0.004 | 0.000 |
2014 | 0.073 | 0.203 | 0.097 | 0.123 |
2013 | 0.040 | -0.007 | 0.124 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.071 |
3 years | 0.170 |
5 years | 0.224 |
10 years | 0.148 |