Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.098 | 0 | 57 |
1 month | -0.041 | 0 | 59 |
3 months | -0.125 | 0 | 56 |
1 year | 0.055 | 0 | 20 |
3 years | 0.083 | 0 | 13 |
5 years | 0.131 | 0 | 12 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.269 | — |
2023 | 0.188 | — |
2022 | -0.128 | — |
2021 | 0.327 | — |
2020 | 0.057 | — |
2019 | 0.309 | — |
2018 | -0.055 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.059 | — | — | — |
2024 | 0.116 | 0.035 | 0.021 | 0.076 |
2023 | 0.054 | 0.064 | -0.005 | 0.065 |
2022 | -0.036 | -0.108 | 0.001 | 0.012 |
2021 | 0.100 | 0.068 | 0.023 | 0.104 |
2020 | -0.192 | 0.166 | 0.033 | 0.085 |
2019 | 0.154 | 0.026 | 0.050 | 0.054 |
2018 | -0.044 | 0.073 | 0.055 | -0.126 |
2017 | 0.012 | 0.046 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.055 |
3 years | 0.083 |
5 years | 0.131 |