Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.066 | 0 | 60 |
1 month | -0.010 | 0 | 37 |
3 months | -0.106 | 0 | 59 |
1 year | 0.067 | 0 | 16 |
3 years | 0.108 | 0 | 3 |
5 years | 0.142 | 0 | 13 |
10 years | 0.121 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.245 | — |
2023 | 0.188 | — |
2022 | -0.068 | — |
2021 | 0.250 | — |
2020 | 0.120 | — |
2019 | 0.193 | — |
2018 | -0.061 | — |
2017 | 0.150 | — |
2016 | 0.315 | — |
2015 | 0.093 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.057 | — | — | — |
2024 | 0.105 | 0.023 | -0.003 | 0.104 |
2023 | 0.035 | 0.039 | 0.022 | 0.082 |
2022 | -0.022 | -0.083 | 0.021 | 0.018 |
2021 | 0.068 | 0.065 | 0.028 | 0.069 |
2020 | -0.162 | 0.192 | 0.031 | 0.087 |
2019 | 0.103 | 0.051 | 0.025 | 0.005 |
2018 | -0.043 | 0.100 | 0.049 | -0.150 |
2017 | 0.063 | -0.001 | 0.031 | 0.050 |
2016 | 0.016 | 0.055 | 0.108 | 0.108 |
2015 | 0.096 | -0.050 | -0.051 | 0.107 |
2014 | 0.021 | 0.036 | 0.073 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.067 |
3 years | 0.108 |
5 years | 0.142 |
10 years | 0.121 |