Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.075 | 0 | 61 |
1 month | 0.016 | 0 | 47 |
3 months | 0.018 | 0 | 67 |
1 year | 0.037 | 0 | 42 |
3 years | 0.131 | 0 | 60 |
5 years | 0.140 | 0 | 51 |
10 years | 0.115 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.313 | — |
2023 | 0.189 | — |
2022 | -0.134 | — |
2021 | 0.378 | — |
2020 | 0.086 | — |
2019 | 0.308 | — |
2018 | -0.008 | — |
2017 | 0.059 | — |
2016 | 0.134 | — |
2015 | 0.098 | — |
2014 | 0.280 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.091 | 0.018 | — | — |
2024 | 0.128 | 0.038 | 0.011 | 0.109 |
2023 | 0.044 | 0.077 | -0.007 | 0.065 |
2022 | -0.033 | -0.107 | 0.016 | -0.014 |
2021 | 0.114 | 0.069 | 0.019 | 0.135 |
2020 | -0.171 | 0.176 | 0.035 | 0.076 |
2019 | 0.154 | 0.020 | 0.054 | 0.054 |
2018 | -0.031 | 0.094 | 0.075 | -0.130 |
2017 | 0.044 | -0.039 | 0.006 | 0.049 |
2016 | -0.035 | 0.046 | 0.022 | 0.099 |
2015 | 0.127 | -0.041 | -0.071 | 0.093 |
2014 | 0.018 | 0.057 | 0.090 | 0.091 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.037 |
3 years | 0.131 |
5 years | 0.140 |
10 years | 0.115 |