Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.071 | 0.053 | 86 |
1 month | 0.022 | -0.042 | 35 |
3 months | 0.092 | 0.039 | 56 |
1 year | 0.099 | 0.203 | 78 |
3 years | 0.171 | 0.065 | 64 |
5 years | 0.128 | 0.118 | 70 |
10 years | 0.137 | 0.110 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.206 | — |
2023 | 0.252 | 0.223 |
2022 | -0.189 | -0.170 |
2021 | 0.296 | 0.261 |
2020 | 0.202 | 0.158 |
2019 | — | 0.288 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.071 | 0.107 | — | — |
2024 | 0.112 | 0.027 | 0.047 | 0.008 |
2023 | 0.071 | 0.077 | -0.031 | 0.120 |
2022 | -0.068 | -0.167 | -0.043 | 0.092 |
2021 | 0.055 | 0.090 | 0.010 | 0.116 |
2020 | -0.188 | 0.215 | 0.094 | 0.114 |
2019 | 0.024 | 0.099 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.099 |
3 years | 0.171 |
5 years | 0.128 |
10 years | 0.137 |