Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.033 | 0 | 88 |
1 month | -0.031 | 0 | 87 |
3 months | -0.060 | 0 | 89 |
1 year | 0.063 | 0 | 78 |
3 years | 0.049 | 0 | 59 |
5 years | 0.061 | 0 | 36 |
10 years | 0.050 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.149 | — |
2023 | 0.083 | — |
2022 | -0.133 | — |
2021 | 0.130 | — |
2020 | 0.119 | — |
2019 | 0.113 | — |
2018 | -0.027 | — |
2017 | 0.081 | — |
2016 | 0.012 | — |
2015 | 0.099 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.002 | — | — | — |
2024 | 0.059 | 0.022 | 0.032 | 0.029 |
2023 | 0.037 | 0.008 | -0.022 | 0.059 |
2022 | -0.058 | -0.102 | -0.005 | 0.030 |
2021 | 0.020 | 0.036 | 0.012 | 0.056 |
2020 | -0.084 | 0.093 | 0.043 | 0.071 |
2019 | 0.064 | 0.014 | 0.005 | 0.026 |
2018 | 0.010 | 0.023 | 0.005 | -0.063 |
2017 | 0.028 | 0.001 | 0.005 | 0.046 |
2016 | -0.072 | 0.014 | 0.038 | 0.037 |
2015 | 0.105 | -0.030 | -0.009 | 0.035 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.063 |
3 years | 0.049 |
5 years | 0.061 |
10 years | 0.050 |