Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.171 | 0 | 98 |
1 month | -0.003 | 0 | 57 |
3 months | -0.129 | 0 | 56 |
1 year | 0.091 | 0 | 75 |
3 years | 0.107 | 0 | 32 |
5 years | 0.289 | 0 | 15 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.324 | — |
2023 | 0.338 | — |
2022 | -0.220 | — |
2021 | 0.773 | — |
2020 | 0.574 | — |
2019 | 0.094 | — |
2018 | 0.270 | — |
2017 | 0.218 | — |
2016 | -0.044 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.168 | — | — | — |
2024 | 0.028 | 0.071 | 0.156 | 0.040 |
2023 | 0.007 | 0.077 | 0.076 | 0.147 |
2022 | -0.056 | -0.208 | -0.001 | 0.043 |
2021 | 0.115 | 0.180 | 0.219 | 0.106 |
2020 | -0.168 | 0.139 | 0.373 | 0.210 |
2019 | 0.071 | 0.016 | -0.004 | 0.009 |
2018 | 0.083 | 0.163 | 0.098 | -0.082 |
2017 | 0.004 | 0.010 | 0.018 | 0.179 |
2016 | 0.046 | -0.017 | -0.082 | 0.012 |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.091 |
3 years | 0.107 |
5 years | 0.289 |