Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.006 | 0 | 62 |
1 month | -0.012 | 0 | 63 |
3 months | 0.006 | 0 | 62 |
1 year | 0.074 | 0 | 19 |
3 years | 0.044 | 0 | 31 |
5 years | 0.074 | 0 | 10 |
10 years | 0.045 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.084 | — |
2023 | 0.128 | — |
2022 | -0.115 | — |
2021 | 0.049 | — |
2020 | 0.052 | — |
2019 | 0.158 | — |
2018 | -0.037 | — |
2017 | 0.081 | — |
2016 | 0.122 | — |
2015 | -0.026 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.016 | 0.012 | 0.051 | 0.003 |
2023 | 0.035 | 0.017 | 0.004 | 0.067 |
2022 | -0.042 | -0.107 | -0.008 | 0.043 |
2021 | 0.011 | 0.025 | 0.007 | 0.005 |
2020 | -0.158 | 0.111 | 0.047 | 0.074 |
2019 | 0.079 | 0.026 | 0.016 | 0.031 |
2018 | -0.007 | 0.006 | 0.025 | -0.059 |
2017 | 0.024 | 0.016 | 0.027 | 0.012 |
2016 | 0.013 | 0.029 | 0.050 | 0.024 |
2015 | 0.022 | 0.000 | -0.039 | -0.007 |
2014 | -0.023 | -0.007 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.074 |
3 years | 0.044 |
5 years | 0.074 |
10 years | 0.045 |