Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.107 | 0.061 | 9 |
1 month | 0.054 | 0.009 | 1 |
3 months | 0.128 | 0.061 | 1 |
1 year | 0.165 | 0.144 | 1 |
3 years | 0.170 | 0.049 | 4 |
5 years | 0.122 | 0.095 | 45 |
10 years | 0.103 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.156 | — |
2023 | 0.216 | — |
2022 | -0.197 | — |
2021 | 0.172 | — |
2020 | 0.194 | 0.155 |
2019 | 0.250 | 0.251 |
2018 | -0.056 | -0.085 |
2017 | 0.225 | 0.213 |
2016 | 0.084 | 0.078 |
2015 | — | -0.012 |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.019 | 0.128 | — | — |
2024 | 0.079 | 0.018 | 0.062 | -0.009 |
2023 | 0.064 | 0.060 | -0.036 | 0.119 |
2022 | -0.079 | -0.152 | -0.054 | 0.087 |
2021 | 0.041 | 0.067 | -0.004 | 0.059 |
2020 | -0.175 | 0.191 | 0.071 | 0.135 |
2019 | 0.114 | 0.033 | -0.002 | 0.088 |
2018 | 0.006 | 0.019 | 0.033 | -0.109 |
2017 | 0.066 | 0.040 | 0.051 | 0.052 |
2016 | 0.005 | 0.024 | 0.046 | 0.007 |
2015 | 0.008 | -0.071 | 0.050 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.165 |
3 years | 0.170 |
5 years | 0.122 |
10 years | 0.103 |