Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.032 | 0 | 2 |
1 month | 0.036 | 0 | 22 |
3 months | 0.058 | 0 | 4 |
1 year | 0.169 | 0 | 1 |
3 years | 0.252 | 0 | 1 |
5 years | 0.313 | 0 | 1 |
10 years | 0.155 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.254 | — |
2023 | 0.313 | — |
2022 | 0.199 | — |
2021 | 0.418 | — |
2020 | 0.041 | — |
2019 | 0.033 | — |
2018 | -0.137 | — |
2017 | 0.402 | — |
2016 | 0.042 | — |
2015 | 0.057 | — |
2014 | 0.523 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.003 | — | — | — |
2024 | 0.069 | 0.131 | 0.082 | -0.042 |
2023 | -0.015 | 0.110 | 0.062 | 0.131 |
2022 | 0.024 | -0.036 | 0.141 | 0.065 |
2021 | 0.100 | 0.100 | 0.105 | 0.061 |
2020 | -0.322 | 0.193 | 0.042 | 0.235 |
2019 | 0.043 | 0.019 | -0.047 | 0.021 |
2018 | -0.105 | -0.028 | -0.018 | 0.010 |
2017 | 0.125 | 0.055 | 0.021 | 0.157 |
2016 | -0.096 | 0.118 | 0.048 | -0.017 |
2015 | -0.022 | 0.008 | 0.003 | 0.069 |
2014 | 0.069 | 0.337 | 0.011 | 0.054 |
2013 | -0.041 | -0.043 | 0.217 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.159 |
3 years | 0.252 |
5 years | 0.313 |
10 years | 0.155 |