Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.015 | 0 | 32 |
1 month | 0.035 | 0 | 24 |
3 months | 0.017 | 0 | 43 |
1 year | 0.039 | 0 | 74 |
3 years | 0.128 | 0 | 87 |
5 years | 0.212 | 0 | 75 |
10 years | 0.115 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.102 | — |
2023 | 0.239 | — |
2022 | 0.044 | — |
2021 | 0.318 | — |
2020 | 0.102 | — |
2019 | 0.066 | — |
2018 | -0.110 | — |
2017 | 0.393 | — |
2016 | 0.071 | — |
2015 | 0.032 | — |
2014 | 0.460 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.048 | — | — | — |
2024 | 0.022 | 0.084 | 0.063 | -0.065 |
2023 | -0.038 | 0.124 | 0.042 | 0.100 |
2022 | -0.009 | -0.081 | 0.115 | 0.029 |
2021 | 0.079 | 0.115 | 0.084 | 0.010 |
2020 | -0.302 | 0.178 | 0.108 | 0.210 |
2019 | 0.055 | 0.009 | -0.035 | 0.038 |
2018 | -0.081 | 0.009 | -0.051 | 0.012 |
2017 | 0.154 | 0.072 | 0.022 | 0.101 |
2016 | -0.046 | 0.113 | 0.081 | -0.067 |
2015 | 0.037 | 0.002 | -0.032 | 0.027 |
2014 | 0.056 | 0.189 | 0.070 | 0.087 |
2013 | 0.005 | -0.037 | 0.125 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.039 |
3 years | 0.128 |
5 years | 0.212 |
10 years | 0.115 |