Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.028 | 0 | 79 |
1 month | -0.039 | 0 | 68 |
3 months | -0.028 | 0 | 79 |
1 year | 0.002 | 0 | 92 |
3 years | 0.021 | 0 | 70 |
5 years | 0.067 | 0 | 76 |
10 years | 0.059 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.065 | — |
2023 | 0.096 | — |
2022 | -0.080 | — |
2021 | 0.113 | — |
2020 | 0.089 | — |
2019 | 0.192 | — |
2018 | -0.052 | — |
2017 | 0.098 | — |
2016 | 0.132 | — |
2015 | 0.067 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.032 | 0.037 | -0.005 | 0.000 |
2023 | 0.025 | 0.001 | 0.002 | 0.066 |
2022 | -0.019 | -0.060 | -0.020 | 0.019 |
2021 | 0.008 | 0.048 | 0.011 | 0.042 |
2020 | -0.085 | 0.114 | 0.008 | 0.060 |
2019 | 0.082 | 0.043 | 0.038 | 0.017 |
2018 | -0.043 | 0.061 | 0.013 | -0.079 |
2017 | 0.045 | 0.017 | 0.006 | 0.026 |
2016 | -0.002 | 0.046 | 0.076 | 0.008 |
2015 | 0.072 | -0.033 | -0.019 | 0.050 |
2014 | 0.025 | 0.024 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.002 |
3 years | 0.021 |
5 years | 0.067 |
10 years | 0.059 |