Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.067 | 0 | 50 |
1 month | -0.019 | 0 | 35 |
3 months | -0.105 | 0 | 47 |
1 year | 0.037 | 0 | 35 |
3 years | 0.073 | 0 | 33 |
5 years | 0.115 | 0 | 27 |
10 years | 0.102 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.194 | — |
2023 | 0.154 | — |
2022 | -0.078 | — |
2021 | 0.201 | — |
2020 | 0.126 | — |
2019 | 0.227 | — |
2018 | -0.048 | — |
2017 | 0.130 | — |
2016 | 0.292 | — |
2015 | 0.029 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.049 | — | — | — |
2024 | 0.088 | 0.030 | 0.005 | 0.061 |
2023 | 0.032 | 0.038 | 0.010 | 0.066 |
2022 | -0.018 | -0.096 | 0.031 | 0.007 |
2021 | 0.038 | 0.067 | 0.027 | 0.056 |
2020 | -0.153 | 0.183 | 0.038 | 0.082 |
2019 | 0.091 | 0.070 | 0.030 | 0.020 |
2018 | -0.059 | 0.082 | 0.053 | -0.112 |
2017 | 0.054 | 0.001 | 0.016 | 0.054 |
2016 | 0.027 | 0.068 | 0.095 | 0.076 |
2015 | 0.076 | -0.057 | -0.074 | 0.095 |
2014 | 0.046 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.037 |
3 years | 0.073 |
5 years | 0.115 |
10 years | 0.102 |