Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.028 | 0 | 31 |
1 month | -0.020 | 0 | 41 |
3 months | 0.036 | 0 | 73 |
1 year | 0.005 | 0 | 27 |
3 years | 0.152 | 0 | 82 |
5 years | 0.181 | 0 | 90 |
10 years | 0.130 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.175 | — |
2023 | 0.281 | — |
2022 | -0.112 | — |
2021 | 0.256 | — |
2020 | 0.204 | — |
2019 | 0.153 | — |
2018 | 0.037 | — |
2017 | 0.390 | — |
2016 | 0.004 | — |
2015 | 0.079 | — |
2014 | 0.687 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.038 | 0.090 | — | — |
2024 | 0.061 | 0.083 | 0.095 | -0.067 |
2023 | -0.023 | 0.171 | 0.015 | 0.104 |
2022 | -0.071 | -0.148 | 0.137 | -0.015 |
2021 | 0.026 | 0.098 | 0.137 | -0.019 |
2020 | -0.223 | 0.127 | 0.075 | 0.279 |
2019 | 0.018 | 0.051 | 0.024 | 0.053 |
2018 | -0.033 | 0.069 | -0.025 | 0.029 |
2017 | 0.139 | 0.063 | 0.060 | 0.083 |
2016 | -0.044 | 0.082 | 0.053 | -0.078 |
2015 | 0.085 | -0.009 | 0.000 | 0.003 |
2014 | 0.114 | 0.205 | 0.132 | 0.110 |
2013 | 0.052 | -0.007 | 0.175 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.005 |
3 years | 0.152 |
5 years | 0.181 |
10 years | 0.130 |