Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.060 | 0 | 19 |
1 month | 0.002 | 0 | 46 |
3 months | 0.022 | 0 | 13 |
1 year | 0.131 | 0 | 18 |
3 years | 0.032 | 0 | 27 |
5 years | 0.136 | 0 | 21 |
10 years | 0.109 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.067 | — |
2023 | 0.109 | — |
2022 | -0.215 | — |
2021 | 0.286 | — |
2020 | 0.294 | — |
2019 | 0.373 | — |
2018 | -0.108 | — |
2017 | 0.145 | — |
2016 | 0.151 | — |
2015 | 0.276 | — |
2014 | 0.056 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.058 | — | — | — |
2024 | -0.002 | 0.094 | 0.026 | -0.047 |
2023 | 0.035 | -0.021 | -0.063 | 0.168 |
2022 | -0.099 | -0.141 | -0.097 | 0.123 |
2021 | 0.044 | 0.069 | 0.046 | 0.101 |
2020 | -0.254 | 0.283 | 0.152 | 0.173 |
2019 | 0.119 | 0.047 | -0.007 | 0.179 |
2018 | -0.030 | 0.035 | 0.027 | -0.135 |
2017 | 0.077 | 0.047 | 0.011 | 0.004 |
2016 | -0.027 | 0.006 | 0.127 | 0.044 |
2015 | 0.178 | -0.013 | -0.050 | 0.155 |
2014 | 0.052 | 0.041 | -0.060 | 0.026 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.075 |
3 years | 0.015 |
5 years | 0.124 |
10 years | 0.103 |