Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.023 | 0 | 50 |
1 month | 0.010 | 0 | 1 |
3 months | 0.018 | 0 | 41 |
1 year | -0.082 | 0 | 1 |
3 years | 0.097 | 0 | 1 |
5 years | 0.160 | 0 | 1 |
10 years | 0.128 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.016 | — |
2023 | 0.243 | — |
2022 | 0.193 | — |
2021 | 0.204 | — |
2020 | 0.105 | — |
2019 | 0.055 | — |
2018 | 0.081 | — |
2017 | 0.364 | — |
2016 | 0.018 | — |
2015 | 0.057 | — |
2014 | 0.331 | — |
2013 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.044 | 0.054 | — | — |
2024 | -0.042 | 0.068 | 0.142 | -0.131 |
2023 | 0.023 | 0.122 | 0.012 | 0.070 |
2022 | 0.015 | 0.023 | 0.128 | 0.019 |
2021 | 0.030 | 0.058 | 0.132 | -0.024 |
2020 | -0.151 | 0.119 | -0.001 | 0.163 |
2019 | 0.016 | -0.002 | 0.054 | -0.013 |
2018 | -0.017 | 0.029 | 0.050 | 0.018 |
2017 | 0.161 | 0.083 | -0.013 | 0.098 |
2016 | -0.044 | 0.109 | 0.023 | -0.061 |
2015 | 0.014 | 0.008 | 0.004 | 0.030 |
2014 | 0.057 | 0.007 | 0.141 | 0.096 |
2013 | 0.064 | 0.041 | 0.006 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.082 |
3 years | 0.097 |
5 years | 0.160 |
10 years | 0.128 |