Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.003 | 0 | 48 |
1 month | 0.039 | 0 | 36 |
3 months | 0.111 | 0 | 37 |
1 year | 0.093 | 0 | 25 |
3 years | 0.114 | 0 | 19 |
5 years | 0.145 | 0 | 14 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.265 | — |
2023 | 0.196 | — |
2022 | -0.126 | — |
2021 | 0.310 | — |
2020 | 0.063 | — |
2019 | 0.299 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.059 | 0.026 | — | — |
2024 | 0.113 | 0.034 | 0.021 | 0.076 |
2023 | 0.059 | 0.063 | -0.006 | 0.068 |
2022 | -0.030 | -0.107 | 0.001 | 0.008 |
2021 | 0.092 | 0.068 | 0.023 | 0.098 |
2020 | -0.192 | 0.166 | 0.033 | 0.092 |
2019 | 0.145 | 0.025 | 0.050 | 0.054 |
2018 | 0.072 | 0.055 | -0.120 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.060 |
3 years | 0.103 |
5 years | 0.138 |