Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.159 | 0 | 99 |
1 month | 0.021 | 0 | 93 |
3 months | -0.016 | 0 | 87 |
1 year | 0.141 | 0 | 7 |
3 years | 0.268 | 0 | 2 |
5 years | 0.356 | 0 | 2 |
10 years | 0.176 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.571 | — |
2023 | 0.417 | — |
2022 | 0.107 | — |
2021 | 0.558 | — |
2020 | 0.093 | — |
2019 | 0.097 | — |
2018 | -0.127 | — |
2017 | 0.308 | — |
2016 | 0.052 | — |
2015 | 0.165 | — |
2014 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.177 | — | — | — |
2024 | 0.106 | 0.206 | 0.126 | 0.047 |
2023 | -0.023 | 0.179 | 0.075 | 0.144 |
2022 | -0.017 | -0.059 | 0.224 | -0.022 |
2021 | 0.108 | 0.092 | 0.185 | 0.086 |
2020 | -0.282 | 0.132 | 0.151 | 0.169 |
2019 | 0.039 | -0.013 | 0.028 | 0.040 |
2018 | -0.104 | 0.006 | -0.047 | 0.016 |
2017 | 0.133 | 0.029 | 0.009 | 0.112 |
2016 | -0.062 | 0.103 | 0.115 | -0.088 |
2015 | 0.114 | 0.039 | 0.005 | 0.001 |
2014 | 0.302 | 0.102 | 0.134 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.131 |
3 years | 0.268 |
5 years | 0.356 |
10 years | 0.176 |