Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.036 | 0 | 10 |
1 month | 0.092 | 0 | 77 |
3 months | -0.036 | 0 | 10 |
1 year | 0.086 | 0 | 13 |
3 years | 0.296 | 0 | 7 |
5 years | 0.408 | 0 | 7 |
10 years | 0.160 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.280 | — |
2023 | 0.450 | — |
2022 | 0.291 | — |
2021 | 0.501 | — |
2020 | 0.039 | — |
2019 | 0.027 | — |
2018 | -0.138 | — |
2017 | 0.420 | — |
2016 | 0.026 | — |
2015 | -0.030 | — |
2014 | 0.572 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.036 | — | — | — |
2024 | 0.137 | 0.149 | 0.072 | -0.086 |
2023 | 0.006 | 0.123 | 0.111 | 0.155 |
2022 | 0.062 | -0.032 | 0.135 | 0.107 |
2021 | 0.174 | 0.137 | 0.166 | -0.036 |
2020 | -0.349 | 0.213 | 0.017 | 0.293 |
2019 | 0.061 | 0.035 | -0.087 | 0.024 |
2018 | -0.095 | -0.062 | -0.020 | 0.036 |
2017 | 0.166 | 0.033 | 0.025 | 0.151 |
2016 | -0.104 | 0.130 | 0.034 | -0.020 |
2015 | 0.021 | -0.004 | -0.057 | 0.011 |
2014 | 0.085 | 0.337 | -0.023 | 0.109 |
2013 | -0.037 | -0.037 | 0.159 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.086 |
3 years | 0.296 |
5 years | 0.408 |
10 years | 0.160 |