Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.023 | 0 | 8 |
1 month | 0.027 | 0 | 91 |
3 months | -0.023 | 0 | 8 |
1 year | 0.138 | 0 | 9 |
3 years | 0.168 | 0 | 27 |
5 years | 0.303 | 0 | 14 |
10 years | 0.171 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.239 | — |
2023 | 0.366 | — |
2022 | -0.072 | — |
2021 | 0.455 | — |
2020 | 0.323 | — |
2019 | 0.144 | — |
2018 | -0.004 | — |
2017 | 0.294 | — |
2016 | 0.033 | — |
2015 | 0.089 | — |
2014 | 0.448 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.023 | — | — | — |
2024 | 0.064 | 0.092 | 0.080 | -0.012 |
2023 | 0.037 | 0.122 | 0.052 | 0.116 |
2022 | -0.038 | -0.111 | 0.063 | 0.021 |
2021 | 0.075 | 0.132 | 0.152 | 0.038 |
2020 | -0.214 | 0.268 | 0.183 | 0.122 |
2019 | 0.068 | 0.012 | 0.008 | 0.052 |
2018 | -0.047 | 0.067 | 0.023 | -0.043 |
2017 | 0.079 | 0.054 | 0.067 | 0.066 |
2016 | -0.041 | 0.027 | 0.058 | -0.009 |
2015 | 0.013 | 0.015 | -0.037 | 0.100 |
2014 | 0.058 | 0.196 | 0.044 | 0.097 |
2013 | 0.023 | 0.098 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.118 |
3 years | 0.168 |
5 years | 0.303 |
10 years | 0.171 |