Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.089 | 0 | 45 |
1 month | -0.095 | 0 | 64 |
3 months | -0.089 | 0 | 45 |
1 year | 0.074 | 0 | 21 |
3 years | 0.094 | 0 | 27 |
5 years | 0.188 | 0 | 12 |
10 years | 0.120 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.329 | — |
2023 | 0.230 | — |
2022 | -0.150 | — |
2021 | 0.370 | — |
2020 | 0.121 | — |
2019 | 0.342 | — |
2018 | -0.006 | — |
2017 | 0.067 | — |
2016 | 0.155 | — |
2015 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.128 | 0.045 | 0.017 | 0.109 |
2023 | 0.059 | 0.083 | 0.000 | 0.073 |
2022 | -0.032 | -0.117 | 0.016 | -0.022 |
2021 | 0.098 | 0.081 | 0.027 | 0.123 |
2020 | -0.178 | 0.198 | 0.051 | 0.083 |
2019 | 0.161 | 0.029 | 0.059 | 0.060 |
2018 | -0.034 | 0.091 | 0.076 | -0.123 |
2017 | 0.045 | -0.034 | 0.009 | 0.048 |
2016 | -0.033 | 0.053 | 0.029 | 0.103 |
2015 | -0.034 | -0.074 | 0.091 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.064 |
3 years | 0.090 |
5 years | 0.185 |
10 years | 0.119 |