Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.120 | 0 | 99 |
1 month | 0.025 | 0 | 75 |
3 months | -0.054 | 0 | 100 |
1 year | -0.065 | 0 | 100 |
3 years | 0.116 | 0 | 97 |
5 years | 0.201 | 0 | 76 |
10 years | 0.128 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.170 | — |
2023 | 0.311 | — |
2022 | -0.014 | — |
2021 | 0.375 | — |
2020 | 0.231 | — |
2019 | 0.029 | — |
2018 | -0.042 | — |
2017 | 0.357 | — |
2016 | 0.071 | — |
2015 | 0.080 | — |
2014 | 0.459 | — |
2013 | 0.107 | — |
2012 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.141 | — | — | — |
2024 | 0.060 | 0.103 | 0.108 | -0.097 |
2023 | -0.048 | 0.166 | 0.072 | 0.101 |
2022 | -0.042 | -0.085 | 0.115 | 0.009 |
2021 | 0.071 | 0.125 | 0.120 | 0.019 |
2020 | -0.203 | 0.216 | 0.141 | 0.112 |
2019 | 0.032 | -0.006 | -0.006 | 0.010 |
2018 | -0.042 | -0.011 | 0.003 | 0.008 |
2017 | 0.144 | 0.022 | 0.045 | 0.111 |
2016 | -0.034 | 0.085 | 0.069 | -0.044 |
2015 | 0.078 | 0.007 | -0.024 | 0.020 |
2014 | 0.050 | 0.206 | 0.117 | 0.032 |
2013 | -0.040 | 0.025 | 0.029 | 0.093 |
2012 | 0.002 | 0.110 | 0.034 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.065 |
3 years | 0.116 |
5 years | 0.201 |
10 years | 0.128 |