Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.014 | 0 | 13 |
1 month | 0.003 | 0 | 25 |
3 months | -0.011 | 0 | 39 |
1 year | 0.037 | 0 | 73 |
3 years | 0.012 | 0 | 77 |
5 years | 0.017 | 0 | 77 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.026 | — |
2023 | 0.080 | — |
2022 | -0.136 | — |
2021 | 0.030 | — |
2020 | 0.050 | — |
2019 | 0.114 | — |
2018 | -0.040 | — |
2017 | 0.072 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.011 | — | — | — |
2024 | 0.014 | 0.007 | 0.017 | -0.012 |
2023 | 0.026 | -0.027 | 0.006 | 0.076 |
2022 | -0.045 | -0.068 | -0.076 | 0.051 |
2021 | -0.015 | 0.026 | 0.006 | 0.014 |
2020 | -0.086 | 0.091 | 0.003 | 0.050 |
2019 | 0.053 | 0.029 | 0.032 | -0.004 |
2018 | -0.030 | 0.028 | 0.004 | -0.040 |
2017 | 0.027 | 0.012 | 0.001 | 0.030 |
2016 | 0.039 | 0.071 | -0.001 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.037 |
3 years | 0.012 |
5 years | 0.017 |