Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.040 | 0 | 82 |
1 month | -0.057 | 0 | 78 |
3 months | -0.040 | 0 | 82 |
1 year | 0.043 | 0 | 84 |
3 years | 0.081 | 0 | 63 |
5 years | 0.109 | 0 | 79 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.235 | — |
2023 | 0.122 | — |
2022 | -0.195 | — |
2021 | 0.124 | — |
2020 | 0.227 | — |
2019 | 0.250 | — |
2018 | -0.016 | — |
2017 | 0.160 | — |
2016 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.137 | 0.041 | 0.042 | 0.001 |
2023 | 0.044 | 0.018 | -0.053 | 0.115 |
2022 | -0.151 | -0.142 | 0.013 | 0.092 |
2021 | -0.001 | 0.064 | 0.028 | 0.028 |
2020 | -0.117 | 0.177 | 0.075 | 0.098 |
2019 | 0.116 | 0.040 | 0.000 | 0.078 |
2018 | 0.020 | 0.036 | 0.045 | -0.109 |
2017 | 0.067 | 0.020 | 0.014 | 0.052 |
2016 | 0.085 | 0.017 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.043 |
3 years | 0.081 |
5 years | 0.109 |