Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.006 | 0 | 16 |
1 month | 0.034 | 0 | 33 |
3 months | 0.028 | 0 | 26 |
1 year | 0.047 | 0 | 68 |
3 years | 0.155 | 0 | 56 |
5 years | 0.287 | 0 | 5 |
10 years | 0.153 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.144 | — |
2023 | 0.298 | — |
2022 | 0.055 | — |
2021 | 0.509 | — |
2020 | 0.200 | — |
2019 | 0.033 | — |
2018 | -0.083 | — |
2017 | 0.551 | — |
2016 | 0.015 | — |
2015 | 0.084 | — |
2014 | 0.440 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.039 | — | — | — |
2024 | 0.058 | 0.092 | 0.074 | -0.079 |
2023 | -0.025 | 0.135 | 0.072 | 0.093 |
2022 | 0.009 | -0.104 | 0.118 | 0.043 |
2021 | 0.147 | 0.152 | 0.103 | 0.035 |
2020 | -0.318 | 0.254 | 0.150 | 0.220 |
2019 | 0.058 | 0.005 | -0.063 | 0.037 |
2018 | -0.051 | -0.002 | -0.037 | 0.006 |
2017 | 0.188 | 0.083 | 0.068 | 0.128 |
2016 | -0.064 | 0.089 | 0.063 | -0.063 |
2015 | 0.115 | 0.010 | -0.062 | 0.025 |
2014 | 0.023 | 0.193 | 0.099 | 0.073 |
2013 | 0.000 | 0.030 | 0.179 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.047 |
3 years | 0.155 |
5 years | 0.287 |
10 years | 0.153 |