Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.035 | 0 | 30 |
1 month | 0.032 | 0 | 28 |
3 months | 0.017 | 0 | 36 |
1 year | 0.047 | 0 | 75 |
3 years | 0.145 | 0 | 81 |
5 years | 0.239 | 0 | 67 |
10 years | 0.176 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.167 | — |
2023 | 0.288 | — |
2022 | -0.012 | — |
2021 | 0.396 | — |
2020 | 0.220 | — |
2019 | 0.160 | — |
2018 | -0.057 | — |
2017 | 0.501 | — |
2016 | 0.129 | — |
2015 | 0.151 | — |
2014 | 0.866 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.065 | — | — | — |
2024 | 0.032 | 0.130 | 0.073 | -0.069 |
2023 | -0.048 | 0.132 | 0.076 | 0.111 |
2022 | -0.036 | -0.087 | 0.085 | 0.035 |
2021 | 0.109 | 0.120 | 0.115 | 0.009 |
2020 | -0.275 | 0.225 | 0.125 | 0.222 |
2019 | 0.064 | 0.019 | -0.012 | 0.083 |
2018 | -0.104 | 0.006 | 0.006 | 0.041 |
2017 | 0.195 | 0.070 | 0.038 | 0.130 |
2016 | -0.063 | 0.134 | 0.117 | -0.049 |
2015 | 0.052 | 0.025 | 0.023 | 0.044 |
2014 | 0.140 | 0.268 | 0.149 | 0.123 |
2013 | 0.003 | -0.019 | 0.220 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.038 |
3 years | 0.145 |
5 years | 0.239 |
10 years | 0.176 |