Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.007 | 0 | 65 |
1 month | 0.038 | 0 | 41 |
3 months | 0.116 | 0 | 27 |
1 year | 0.083 | 0 | 35 |
3 years | 0.108 | 0 | 27 |
5 years | 0.133 | 0 | 28 |
10 years | 0.095 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.259 | — |
2023 | 0.220 | — |
2022 | -0.178 | — |
2021 | 0.298 | — |
2020 | 0.082 | — |
2019 | 0.298 | — |
2018 | -0.045 | — |
2017 | 0.074 | — |
2016 | 0.100 | — |
2015 | 0.102 | — |
2014 | 0.190 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.075 | 0.035 | — | — |
2024 | 0.108 | 0.034 | 0.018 | 0.079 |
2023 | 0.067 | 0.069 | -0.010 | 0.080 |
2022 | -0.057 | -0.121 | -0.003 | -0.007 |
2021 | 0.087 | 0.068 | 0.022 | 0.094 |
2020 | -0.193 | 0.170 | 0.043 | 0.098 |
2019 | 0.139 | 0.026 | 0.051 | 0.057 |
2018 | -0.037 | 0.069 | 0.055 | -0.121 |
2017 | 0.051 | -0.024 | 0.010 | 0.038 |
2016 | -0.051 | 0.033 | 0.037 | 0.082 |
2015 | 0.153 | -0.032 | -0.087 | 0.082 |
2014 | 0.011 | 0.056 | 0.058 | 0.053 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.083 |
3 years | 0.108 |
5 years | 0.133 |
10 years | 0.095 |