Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.026 | 0 | 8 |
1 month | 0.039 | 0 | 11 |
3 months | 0.048 | 0 | 5 |
1 year | 0.102 | 0 | 17 |
3 years | 0.166 | 0 | 40 |
5 years | 0.241 | 0 | 37 |
10 years | 0.140 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.172 | — |
2023 | 0.240 | — |
2022 | 0.031 | — |
2021 | 0.346 | — |
2020 | 0.143 | — |
2019 | 0.097 | — |
2018 | 0.015 | — |
2017 | 0.276 | — |
2016 | 0.053 | — |
2015 | 0.053 | — |
2014 | 0.521 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.012 | — | — | — |
2024 | 0.060 | 0.083 | 0.121 | -0.089 |
2023 | -0.052 | 0.130 | 0.048 | 0.104 |
2022 | -0.002 | -0.098 | 0.102 | 0.040 |
2021 | 0.081 | 0.088 | 0.143 | 0.001 |
2020 | -0.300 | 0.217 | 0.063 | 0.262 |
2019 | 0.050 | 0.029 | -0.060 | 0.080 |
2018 | -0.029 | 0.023 | 0.015 | 0.007 |
2017 | 0.142 | -0.009 | 0.014 | 0.111 |
2016 | -0.065 | 0.117 | 0.063 | -0.052 |
2015 | 0.034 | -0.027 | 0.012 | 0.034 |
2014 | 0.076 | 0.254 | 0.069 | 0.054 |
2013 | -0.001 | 0.032 | 0.172 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.102 |
3 years | 0.166 |
5 years | 0.241 |
10 years | 0.140 |