Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.095 | 0 | 47 |
1 month | -0.049 | 0 | 37 |
3 months | -0.124 | 0 | 40 |
1 year | 0.095 | 0 | 22 |
3 years | 0.119 | 0 | 24 |
5 years | 0.123 | 0 | 27 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.325 | — |
2023 | 0.194 | — |
2022 | -0.145 | — |
2021 | 0.241 | — |
2020 | 0.131 | — |
2019 | 0.213 | — |
2018 | 0.013 | — |
2017 | 0.106 | — |
2016 | 0.050 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.049 | — | — | — |
2024 | 0.126 | 0.047 | 0.038 | 0.082 |
2023 | 0.066 | 0.056 | -0.019 | 0.081 |
2022 | -0.063 | -0.139 | 0.006 | 0.053 |
2021 | 0.040 | 0.062 | 0.022 | 0.099 |
2020 | -0.123 | 0.145 | 0.061 | 0.062 |
2019 | 0.104 | 0.013 | 0.023 | 0.061 |
2018 | 0.014 | 0.048 | 0.051 | -0.092 |
2017 | 0.047 | -0.003 | -0.001 | 0.061 |
2016 | -0.063 | 0.021 | 0.044 | 0.052 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.095 |
3 years | 0.119 |
5 years | 0.123 |