Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.064 | 0 | 100 |
1 month | -0.041 | 0 | 98 |
3 months | -0.096 | 0 | 98 |
1 year | 0.045 | 0 | 83 |
3 years | 0.056 | 0 | 45 |
5 years | 0.067 | 0 | 36 |
10 years | 0.068 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.173 | — |
2023 | 0.079 | — |
2022 | -0.079 | — |
2021 | 0.145 | — |
2020 | 0.122 | — |
2019 | 0.154 | — |
2018 | 0.037 | — |
2017 | -0.022 | — |
2016 | 0.062 | — |
2015 | 0.191 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.024 | — | — | — |
2024 | 0.067 | 0.016 | 0.030 | 0.051 |
2023 | 0.059 | -0.014 | -0.007 | 0.041 |
2022 | -0.029 | -0.117 | 0.053 | 0.021 |
2021 | 0.054 | 0.032 | 0.014 | 0.038 |
2020 | -0.040 | 0.070 | 0.044 | 0.047 |
2019 | 0.050 | 0.023 | 0.030 | 0.043 |
2018 | -0.004 | 0.033 | 0.000 | 0.008 |
2017 | 0.009 | -0.027 | -0.034 | 0.032 |
2016 | -0.051 | 0.032 | 0.065 | 0.019 |
2015 | 0.112 | -0.007 | 0.022 | 0.055 |
2014 | 0.028 | 0.045 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.045 |
3 years | 0.056 |
5 years | 0.067 |
10 years | 0.068 |