Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.004 | 0 | 79 |
1 month | -0.015 | 0 | 31 |
3 months | 0.004 | 0 | 79 |
1 year | 0.075 | 0 | 76 |
3 years | 0.047 | 0 | 29 |
5 years | 0.093 | 0 | 6 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.133 | — |
2023 | 0.108 | — |
2022 | -0.163 | — |
2021 | 0.121 | — |
2020 | 0.164 | — |
2019 | 0.158 | — |
2018 | -0.041 | — |
2017 | 0.090 | — |
2016 | 0.106 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.058 | -0.006 | 0.054 | 0.022 |
2023 | 0.058 | 0.010 | -0.028 | 0.067 |
2022 | -0.081 | -0.111 | -0.013 | 0.039 |
2021 | -0.001 | 0.053 | 0.023 | 0.042 |
2020 | -0.117 | 0.150 | 0.072 | 0.069 |
2019 | 0.112 | 0.030 | -0.009 | 0.020 |
2018 | -0.009 | 0.014 | 0.027 | -0.070 |
2017 | 0.035 | 0.017 | 0.015 | 0.021 |
2016 | 0.036 | 0.032 | 0.042 | -0.008 |
2015 | 0.008 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.075 |
3 years | 0.047 |
5 years | 0.093 |