Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.088 | 0 | 15 |
1 month | 0.068 | 0 | 83 |
3 months | -0.088 | 0 | 15 |
1 year | 0.114 | 0 | 29 |
3 years | 0.249 | 0 | 4 |
5 years | 0.357 | 0 | 10 |
10 years | 0.175 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.295 | — |
2023 | 0.455 | — |
2022 | 0.130 | — |
2021 | 0.409 | — |
2020 | 0.214 | — |
2019 | 0.000 | — |
2018 | -0.102 | — |
2017 | 0.431 | — |
2016 | 0.124 | — |
2015 | 0.068 | — |
2014 | 0.778 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.088 | — | — | — |
2024 | 0.061 | 0.147 | 0.086 | -0.019 |
2023 | -0.025 | 0.195 | 0.111 | 0.124 |
2022 | -0.005 | -0.078 | 0.174 | 0.049 |
2021 | 0.127 | 0.127 | 0.103 | 0.005 |
2020 | -0.278 | 0.224 | 0.144 | 0.200 |
2019 | 0.045 | -0.033 | -0.048 | 0.040 |
2018 | -0.077 | -0.009 | -0.050 | 0.033 |
2017 | 0.174 | 0.042 | 0.029 | 0.137 |
2016 | -0.049 | 0.112 | 0.132 | -0.061 |
2015 | 0.021 | 0.010 | 0.012 | 0.024 |
2014 | 0.102 | 0.301 | 0.093 | 0.135 |
2013 | -0.002 | -0.030 | 0.229 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.104 |
3 years | 0.249 |
5 years | 0.357 |
10 years | 0.175 |