Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.014 | 0 | 28 |
1 month | 0.013 | 0 | 5 |
3 months | 0.000 | 0 | 35 |
1 year | 0.053 | 0 | 26 |
3 years | 0.022 | 0 | 52 |
5 years | 0.024 | 0 | 44 |
10 years | 0.019 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.043 | — |
2023 | 0.086 | — |
2022 | -0.146 | — |
2021 | 0.055 | — |
2020 | 0.026 | — |
2019 | 0.109 | — |
2018 | -0.043 | — |
2017 | 0.049 | — |
2016 | 0.029 | — |
2015 | 0.065 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.001 | — | — | — |
2024 | 0.018 | -0.006 | 0.036 | -0.005 |
2023 | 0.036 | 0.003 | -0.027 | 0.074 |
2022 | -0.059 | -0.072 | -0.045 | 0.025 |
2021 | 0.020 | 0.020 | 0.004 | 0.010 |
2020 | -0.089 | 0.068 | 0.020 | 0.033 |
2019 | 0.054 | 0.020 | 0.017 | 0.014 |
2018 | -0.005 | 0.008 | -0.001 | -0.045 |
2017 | 0.014 | 0.012 | 0.016 | 0.007 |
2016 | 0.000 | 0.010 | 0.025 | -0.007 |
2015 | 0.078 | -0.033 | -0.007 | 0.030 |
2014 | 0.028 | 0.014 | 0.026 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.053 |
3 years | 0.022 |
5 years | 0.024 |
10 years | 0.019 |