Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.012 | 0 | 36 |
1 month | -0.032 | 0 | 46 |
3 months | -0.012 | 0 | 36 |
1 year | 0.086 | 0 | 26 |
3 years | 0.022 | 0 | 40 |
5 years | 0.080 | 0 | 42 |
10 years | 0.034 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.148 | — |
2023 | 0.055 | — |
2022 | -0.151 | — |
2021 | 0.045 | — |
2020 | 0.082 | — |
2019 | 0.203 | — |
2018 | -0.106 | — |
2017 | 0.205 | — |
2016 | 0.141 | — |
2015 | -0.053 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.044 | 0.060 | 0.039 | -0.001 |
2023 | 0.023 | 0.002 | -0.001 | 0.030 |
2022 | -0.050 | -0.057 | -0.058 | 0.006 |
2021 | 0.060 | 0.045 | -0.065 | 0.010 |
2020 | -0.219 | 0.154 | 0.048 | 0.145 |
2019 | 0.111 | -0.002 | 0.000 | 0.085 |
2018 | -0.012 | -0.036 | -0.005 | -0.057 |
2017 | 0.099 | -0.004 | 0.040 | 0.059 |
2016 | 0.007 | 0.032 | 0.077 | 0.020 |
2015 | 0.151 | -0.030 | -0.180 | 0.034 |
2014 | 0.073 | 0.045 | -0.003 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.086 |
3 years | 0.022 |
5 years | 0.080 |
10 years | 0.034 |