Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.009 | 0.046 | 17 |
1 month | -0.006 | 0.011 | 15 |
3 months | 0.001 | 0.034 | 9 |
1 year | 0.005 | 0.109 | 15 |
3 years | 0.031 | 0.059 | 5 |
5 years | 0.022 | 0.043 | 3 |
10 years | 0.036 | 0.059 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.066 | — |
2023 | 0.083 | — |
2022 | -0.115 | — |
2021 | 0.059 | — |
2020 | 0.047 | 0.035 |
2019 | 0.092 | 0.091 |
2018 | 0.019 | 0.021 |
2017 | — | 0.074 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.003 | -0.006 | — | — |
2024 | 0.018 | 0.019 | 0.039 | -0.011 |
2023 | 0.026 | 0.012 | -0.035 | 0.080 |
2022 | -0.061 | -0.051 | -0.040 | 0.034 |
2021 | 0.016 | 0.031 | 0.000 | 0.010 |
2020 | -0.045 | 0.032 | 0.026 | 0.037 |
2019 | 0.032 | 0.028 | 0.021 | 0.009 |
2018 | -0.006 | 0.014 | 0.003 | 0.008 |
2017 | 0.026 | 0.023 | 0.016 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.005 |
3 years | 0.031 |
5 years | 0.022 |
10 years | 0.036 |