Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.038 | 0 | 70 |
1 month | 0.008 | 0 | 36 |
3 months | 0.024 | 0 | 53 |
1 year | 0.060 | 0 | 33 |
3 years | 0.074 | 0 | 21 |
5 years | 0.043 | 0 | 13 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.083 | — |
2023 | 0.110 | — |
2022 | -0.085 | — |
2021 | 0.035 | — |
2020 | 0.035 | — |
2019 | 0.068 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.005 | 0.018 | — | — |
2024 | 0.021 | 0.016 | 0.032 | 0.013 |
2023 | 0.027 | 0.021 | 0.016 | 0.042 |
2022 | -0.022 | -0.084 | -0.013 | 0.036 |
2021 | 0.011 | 0.018 | 0.006 | 0.000 |
2020 | -0.148 | 0.123 | 0.032 | 0.048 |
2019 | 0.038 | 0.015 | -0.002 | 0.016 |
2018 | -0.001 | 0.015 | -0.040 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.060 |
3 years | 0.074 |
5 years | 0.043 |