Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.007 | 0 | 16 |
1 month | -0.021 | 0 | 23 |
3 months | -0.007 | 0 | 16 |
1 year | 0.058 | 0 | 30 |
3 years | 0.019 | 0 | 50 |
5 years | 0.087 | 0 | 41 |
10 years | 0.073 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.063 | — |
2023 | 0.011 | — |
2022 | 0.002 | — |
2021 | 0.114 | — |
2020 | 0.014 | — |
2019 | 0.184 | — |
2018 | 0.000 | — |
2017 | 0.183 | — |
2016 | 0.294 | — |
2015 | 0.009 | — |
2014 | 0.110 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | -0.002 | 0.037 | 0.043 | -0.015 |
2023 | -0.007 | -0.025 | 0.003 | 0.042 |
2022 | 0.012 | -0.026 | -0.004 | 0.021 |
2021 | 0.066 | 0.005 | 0.018 | 0.022 |
2020 | -0.204 | 0.154 | -0.004 | 0.109 |
2019 | 0.117 | 0.070 | -0.006 | -0.003 |
2018 | -0.040 | 0.060 | 0.047 | -0.061 |
2017 | 0.104 | 0.003 | 0.000 | 0.069 |
2016 | 0.055 | 0.096 | 0.122 | -0.003 |
2015 | 0.092 | -0.049 | -0.101 | 0.080 |
2014 | 0.008 | 0.033 | 0.012 | 0.054 |
2013 | 0.000 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.058 |
3 years | 0.019 |
5 years | 0.087 |
10 years | 0.073 |