Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.002 | 0 | 52 |
1 month | 0.013 | 0 | 20 |
3 months | -0.024 | 0 | 53 |
1 year | 0.032 | 0 | 78 |
3 years | 0.095 | 0 | 5 |
5 years | 0.067 | 0 | 30 |
10 years | 0.043 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.073 | — |
2023 | 0.319 | — |
2022 | -0.187 | — |
2021 | 0.030 | — |
2020 | 0.084 | — |
2019 | 0.145 | — |
2018 | -0.025 | — |
2017 | 0.145 | — |
2016 | 0.012 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.012 | — | — | — |
2024 | 0.077 | 0.019 | 0.030 | -0.051 |
2023 | 0.099 | 0.091 | -0.021 | 0.123 |
2022 | -0.061 | -0.102 | -0.084 | 0.053 |
2021 | 0.043 | 0.025 | -0.038 | 0.002 |
2020 | -0.134 | 0.138 | 0.041 | 0.056 |
2019 | 0.062 | 0.017 | 0.006 | 0.054 |
2018 | -0.029 | 0.025 | 0.028 | -0.047 |
2017 | 0.055 | 0.020 | 0.035 | 0.029 |
2016 | -0.028 | 0.001 | 0.036 | 0.004 |
2015 | -0.007 | -0.061 | -0.008 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.032 |
3 years | 0.095 |
5 years | 0.067 |
10 years | 0.043 |