Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.026 | 0 | 42 |
1 month | 0.034 | 0 | 52 |
3 months | 0.041 | 0 | 3 |
1 year | 0.142 | 0 | 2 |
3 years | 0.197 | 0 | 2 |
5 years | 0.215 | 0 | 29 |
10 years | 0.119 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.215 | — |
2023 | 0.268 | — |
2022 | 0.013 | — |
2021 | 0.204 | — |
2020 | 0.069 | — |
2019 | 0.141 | — |
2018 | -0.020 | — |
2017 | 0.274 | — |
2016 | 0.056 | — |
2015 | -0.017 | — |
2014 | 0.382 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.008 | — | — | — |
2024 | 0.049 | 0.116 | 0.105 | -0.061 |
2023 | -0.035 | 0.124 | 0.053 | 0.109 |
2022 | -0.046 | -0.083 | 0.117 | 0.037 |
2021 | 0.044 | 0.086 | 0.093 | -0.028 |
2020 | -0.323 | 0.198 | 0.077 | 0.225 |
2019 | 0.036 | 0.030 | -0.003 | 0.072 |
2018 | -0.041 | 0.026 | -0.029 | 0.026 |
2017 | 0.121 | 0.029 | 0.049 | 0.052 |
2016 | -0.038 | 0.086 | 0.094 | -0.076 |
2015 | 0.036 | -0.029 | -0.031 | 0.008 |
2014 | 0.041 | 0.207 | 0.029 | 0.069 |
2013 | 0.018 | -0.018 | 0.119 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.132 |
3 years | 0.197 |
5 years | 0.215 |
10 years | 0.119 |