Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.105 | 0 | 85 |
1 month | 0.002 | 0 | 98 |
3 months | 0.010 | 0 | 59 |
1 year | 0.139 | 0 | 4 |
3 years | 0.211 | 0 | 11 |
5 years | 0.212 | 0 | 59 |
10 years | 0.134 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.457 | — |
2023 | 0.310 | — |
2022 | -0.030 | — |
2021 | 0.153 | — |
2020 | 0.103 | — |
2019 | 0.079 | — |
2018 | -0.078 | — |
2017 | 0.431 | — |
2016 | 0.085 | — |
2015 | 0.146 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.107 | — | — | — |
2024 | 0.099 | 0.155 | 0.137 | 0.010 |
2023 | -0.068 | 0.148 | 0.085 | 0.128 |
2022 | -0.065 | -0.077 | 0.139 | -0.012 |
2021 | 0.053 | 0.058 | 0.072 | -0.035 |
2020 | -0.282 | 0.183 | 0.091 | 0.190 |
2019 | 0.034 | 0.024 | -0.010 | 0.030 |
2018 | -0.036 | -0.015 | -0.053 | 0.024 |
2017 | 0.194 | 0.044 | 0.073 | 0.069 |
2016 | -0.056 | 0.099 | 0.112 | -0.060 |
2015 | 0.109 | 0.035 | 0.001 | -0.002 |
2014 | 0.131 | 0.132 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.129 |
3 years | 0.211 |
5 years | 0.212 |
10 years | 0.134 |