Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.035 | 0 | 19 |
1 month | -0.017 | 0 | 73 |
3 months | 0.002 | 0 | 36 |
1 year | -0.005 | 0 | 46 |
3 years | 0.132 | 0 | 58 |
5 years | 0.162 | 0 | 60 |
10 years | 0.136 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.144 | — |
2023 | 0.199 | — |
2022 | 0.031 | — |
2021 | 0.247 | — |
2020 | 0.154 | — |
2019 | 0.123 | — |
2018 | 0.025 | — |
2017 | 0.296 | — |
2016 | 0.106 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.018 | 0.084 | — | — |
2024 | 0.025 | 0.093 | 0.079 | -0.054 |
2023 | -0.035 | 0.103 | 0.043 | 0.080 |
2022 | -0.015 | -0.068 | 0.079 | 0.040 |
2021 | 0.051 | 0.086 | 0.086 | 0.006 |
2020 | -0.209 | 0.157 | 0.075 | 0.173 |
2019 | 0.045 | 0.026 | -0.017 | 0.066 |
2018 | -0.048 | 0.031 | 0.019 | 0.026 |
2017 | 0.116 | 0.041 | 0.042 | 0.071 |
2016 | -0.016 | 0.073 | 0.067 | -0.019 |
2015 | 0.025 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.014 |
3 years | 0.132 |
5 years | 0.162 |
10 years | 0.136 |