Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.014 | 0 | 75 |
1 month | 0.028 | 0 | 77 |
3 months | 0.028 | 0 | 67 |
1 year | 0.032 | 0 | 83 |
3 years | 0.146 | 0 | 37 |
5 years | 0.190 | 0 | 92 |
10 years | 0.128 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.142 | — |
2023 | 0.238 | — |
2022 | 0.058 | — |
2021 | 0.191 | — |
2020 | 0.097 | — |
2019 | 0.136 | — |
2018 | 0.001 | — |
2017 | 0.356 | — |
2016 | 0.067 | — |
2015 | 0.054 | — |
2014 | 0.301 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.040 | — | — | — |
2024 | 0.068 | 0.102 | 0.053 | -0.079 |
2023 | -0.043 | 0.103 | 0.034 | 0.134 |
2022 | -0.011 | -0.079 | 0.096 | 0.059 |
2021 | 0.024 | 0.059 | 0.110 | -0.010 |
2020 | -0.280 | 0.148 | 0.085 | 0.224 |
2019 | 0.056 | 0.033 | -0.025 | 0.068 |
2018 | -0.037 | 0.018 | 0.005 | 0.016 |
2017 | 0.141 | 0.044 | 0.040 | 0.095 |
2016 | -0.038 | 0.085 | 0.084 | -0.057 |
2015 | 0.056 | -0.037 | 0.043 | -0.007 |
2014 | 0.051 | 0.119 | 0.038 | 0.065 |
2013 | 0.035 | -0.028 | 0.089 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.032 |
3 years | 0.146 |
5 years | 0.190 |
10 years | 0.128 |