Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.059 | 0 | 67 |
1 month | 0.031 | 0 | 72 |
3 months | 0.072 | 0 | 97 |
1 year | 0.049 | 0 | 74 |
3 years | 0.218 | 0 | 22 |
5 years | 0.241 | 0 | 6 |
10 years | 0.138 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.123 | — |
2023 | 0.308 | — |
2022 | 0.113 | — |
2021 | 0.293 | — |
2020 | 0.065 | — |
2019 | 0.083 | — |
2018 | 0.009 | — |
2017 | 0.329 | — |
2016 | 0.093 | — |
2015 | -0.055 | — |
2014 | 0.474 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.013 | 0.072 | — | — |
2024 | 0.050 | 0.079 | 0.085 | -0.087 |
2023 | -0.020 | 0.116 | 0.061 | 0.127 |
2022 | 0.021 | -0.062 | 0.081 | 0.076 |
2021 | 0.085 | 0.089 | 0.110 | -0.015 |
2020 | -0.310 | 0.172 | 0.048 | 0.257 |
2019 | 0.084 | 0.028 | -0.074 | 0.049 |
2018 | -0.073 | 0.020 | 0.052 | 0.015 |
2017 | 0.145 | 0.038 | 0.020 | 0.096 |
2016 | -0.044 | 0.099 | 0.082 | -0.038 |
2015 | -0.005 | -0.015 | -0.039 | 0.004 |
2014 | 0.079 | 0.239 | 0.031 | 0.069 |
2013 | 0.003 | -0.040 | 0.167 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.039 |
3 years | 0.218 |
5 years | 0.241 |
10 years | 0.138 |