Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.030 | 0 | 33 |
1 month | 0.035 | 0 | 14 |
3 months | 0.100 | 0 | 15 |
1 year | 0.070 | 0 | 33 |
3 years | 0.063 | 0 | 49 |
5 years | 0.084 | 0 | 27 |
10 years | 0.062 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.125 | — |
2023 | 0.111 | — |
2022 | -0.145 | — |
2021 | 0.233 | — |
2020 | 0.047 | — |
2019 | 0.220 | — |
2018 | -0.075 | — |
2017 | 0.069 | — |
2016 | 0.096 | — |
2015 | 0.061 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.039 | 0.035 | — | — |
2024 | 0.056 | 0.021 | 0.026 | 0.018 |
2023 | 0.032 | 0.031 | -0.010 | 0.055 |
2022 | -0.047 | -0.110 | -0.018 | 0.027 |
2021 | 0.095 | 0.048 | 0.012 | 0.062 |
2020 | -0.164 | 0.118 | 0.036 | 0.081 |
2019 | 0.105 | 0.016 | 0.035 | 0.050 |
2018 | -0.023 | 0.028 | 0.026 | -0.102 |
2017 | 0.039 | -0.011 | 0.011 | 0.029 |
2016 | -0.025 | 0.019 | 0.049 | 0.052 |
2015 | 0.122 | -0.036 | -0.085 | 0.071 |
2014 | 0.020 | 0.032 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.070 |
3 years | 0.063 |
5 years | 0.084 |
10 years | 0.062 |