Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.016 | 0 | 48 |
1 month | -0.044 | 0 | 60 |
3 months | -0.016 | 0 | 48 |
1 year | 0.050 | 0 | 17 |
3 years | 0.055 | 0 | 23 |
5 years | 0.103 | 0 | 65 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.132 | — |
2023 | 0.119 | — |
2022 | -0.084 | — |
2021 | 0.142 | — |
2020 | 0.077 | — |
2019 | 0.181 | — |
2018 | -0.041 | — |
2017 | 0.108 | — |
2016 | 0.215 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.061 | 0.022 | 0.014 | 0.030 |
2023 | 0.039 | 0.015 | 0.002 | 0.059 |
2022 | -0.028 | -0.075 | -0.012 | 0.031 |
2021 | 0.025 | 0.056 | 0.010 | 0.044 |
2020 | -0.142 | 0.145 | 0.016 | 0.078 |
2019 | 0.082 | 0.048 | 0.029 | 0.011 |
2018 | -0.040 | 0.058 | 0.032 | -0.085 |
2017 | 0.043 | 0.006 | 0.015 | 0.041 |
2016 | 0.022 | 0.069 | 0.068 | 0.042 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.050 |
3 years | 0.055 |
5 years | 0.103 |